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Alternatives Investment Specialist
Responsibilities Work closely with RMs and IA/ICs to pitch and distribute Alternative Investments and Private Markets products to clients. Be able to build a strong rapport with clients, and continue to provide a high level of service after-sale. Conduct portfolio reviews, allocation, and execution for Alternatives products. Collaborate with counterparts for marketing initiatives and ensure consistency. Requirements Minimum 8 years of relevant experience in Alternatives, Private Equity, Distribution, Private Markets, and/or Mutual Funds. Sales-driven and able to converse the bank's offerings to clients. Good understanding of risk
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