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Lennertz

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

MailandLocation unclear
Manager · full-time, permanent · Private Equity & Venture Capital
POSTED 27 AUGVERIFIED 6H AGO
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Role
73 days opentrue age
Posted 27 Aug
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Your key responsibilities

  • Responsible for initiating,developingand managing relationships with family offices, entrepreneurial families, high-net-worthindividualsand 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, investmentthemesand 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
  • Organisingand 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,trackingand 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
  • Monitoringyourmarket and competitors, as well as conducting analyses toidentifynew target groups and trends in the areas of family office and alternative investments
  • RepresentingLennertz & Co.at industry events,conferencesand networking events

Your Profile

  • Successfully completed degree in economics,financeor a comparable field
  • Relevant experience in capital formation, investor relations, wealth management, familyofficeor the distribution of sophisticated financial products
  • Entrepreneurial mindset,initiativeand 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
  • Strongorganisationalskills, experience in project management and enthusiasm for structured, self-directed work
  • Confident, reliable presence at decision-maker level as well as excellent communication skills
  • Fluentin English and [market]
  • Communicativeand 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-calibreinvestment opportunities
  • An entrepreneurial working environment in an owner-managed company with flat hierarchies
  • Attractiveremunerationand an excellent working atmosphere in a young, dynamically growing company
  • No politics, and afast decision-makingenvironment

How to reach us

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

Source · LennertzFirst seen 4 NovOriginal ↗