Search by job, company or skills

Planify Capital Limited

Fund Product Specialist - Alternative Investment fund

new job description bg glownew job description bg glownew job description bg svg
  • Posted a month ago
  • Be among the first 10 applicants
Early Applicant

Job Description

Sales & Distribution Strategy

  • Develop and execute a strategic sales plan for AIFs and unlisted investment products.
  • Build and maintain a strong pipeline of prospective investors through direct outreach and networking.
  • Drive asset mobilization to meet or exceed revenue and AUM targets for AIF products.
  • Engage with High-Net-Worth Individuals (HNIs), Ultra-High-Net-Worth Individuals (UHNWIs), family offices, institutional investors, wealth managers and advisors.
  • Leverage existing networks to generate leads and convert them into committed capital.
  • Develop relationships with third-party distribution partners including IFAs, wealth advisors, brokers, and channel partners to increase reach.
  • Conduct investor presentations, product walks-throughs, and negotiation meetings.
  • Maintain deep knowledge of AIF structures (Category II/III), including regulatory requirements and risk/return profiles.
  • Stay updated on market trends in the alternative investment landscape including unlisted equities, pre-IPO placements and structured opportunities.
  • Educate clients and distribution partners on product features, investment strategy, risk management and valuation attributes.

Brand & Market Presence

  • Represent the company at industry events, investor forums, webinars, and conferences.
  • Support marketing and thought leadership initiatives to strengthen brand visibility.

Skills: sales,channel partners,investors,wealth,investment,aif

More Info

Job Type:
Industry:
Employment Type:

Job ID: 142669075