Capital Formation Manager – Family Offices & UHNWI Clients - Milan (m/f/d)

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Your key responsibilities

  • Responsible for initiating, developing and managing relationships with family offices, entrepreneurial families, high-net-worth individuals and other potential investor groups, primarily for our PE/VC investment offering, but also for family office services
  • Positioning the company as a trusted partner through thought leadership, high caliber investment advice, and networking
  • Advising clients on portfolio construction, investment themes and market developments in private markets
  • Developing and implementing innovative strategies to approach potential clients and investors
  • Contributing to the further development of our family office and capital markets services, and in particular our PE/VC investments; close collaboration with the PE/VC investment team
  • Organising and executing the entire client outreach process: from planning and coordinating roadshows, events and meetings to follow-up and analysis of all measures
  • Maintaining and further developing our CRM system, including data management, tracking and reporting of all activities
  • Analyzing client interactions to identify optimization potential and continuously improving outreach
  • Further developing and tailoring marketing and sales materials for potential investors
  • Monitoring your market and competitors, as well as conducting analyses to identify new target groups and trends in the areas of family office and alternative investments
  • Representing Lennertz & Co. at industry events, conferences and networking events

Your Profile

  • Successfully completed degree in economics, finance or a comparable field
  • R elevant experience in capital formation, investor relations, wealth management, family office or the distribution of sophisticated financial products
  • Entrepreneurial mindset, initiative and enthusiasm for building new relationships; proven success in approaching and winning new investors in the UHNWI/family office/entrepreneurial family segment or comparable target groups
  • Strong network in the private wealth environment and willingness to further expand it
  • In-depth knowledge of private equity and venture capital
  • Strong organisational skills, experience in project management and enthusiasm for structured, self-directed work
  • Confident, reliable presence at decision-maker level as well as excellent communication skills
  • Fluent in English and [market]
  • Communicative and team- oriented

What we offer

  • High degree of autonomy in building out your market, in partnership with senior executives of our organization
  • Access to exclusive investors and high- calibre investment opportunities
  • An entrepreneurial working environment in an owner-managed company with flat hierarchies
  • Attractive remuneration and an excellent working atmosphere in a young, dynamically growing company
  • No politics, and a f ast decision-making environment

How to reach us

We look forward to receiving your detailed application via our online form!

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Lennertz & Co. Private Equity GmbHCapital Formation Manager – Family Offices & UHNWI Clients - Milan (m/f/d)
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