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

> Location unclear · Manager · Other · open. Source: https://alderhq.app/jobs/personio%3Alennertz%3A2770592 (read 2026-11-09).

## Facts (observed)

- Company: [Lennertz](https://alderhq.app/companies/lennertz)
- Location text: Mailand
- Where it can be done from (inferred): Location unclear (evidence: "Location: Mailand")
- Posted: 2026-08-27 (74 days ago)
- First seen by alder: 2026-11-04 · last verified: 2026-11-08
- Reposted: 0 times · edited: 0 times
- Apply on the employer's site: https://lennertz.jobs.personio.de/job/2770592

## Pay and sponsorship

- Posted pay: not posted

## Description (the employer's text)

### 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!

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Data: alder (https://alderhq.app). Cite https://alderhq.app/jobs/personio%3Alennertz%3A2770592 and the date you read it. Observed facts come from the employer's own listing; location reach, level, family and skills are inferences.