Key Responsibilities
Asegúrese de presentar su candidatura con toda la información solicitada, tal como se expone en la descripción del puesto a continuación.

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- 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 calibre 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 optimisation 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

Profile

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- Successfully completed degree in economics, finance or a comparable field

- Relevant 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 xhfqzwm 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

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- 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 fast decision‑making environment

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📌 Capital Formation Manager – Family Offices & Uhnwi Clients - Madrid (M/F/D)
🏢 Lennertz
📍 Madrid