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; prove

📌 Capital Formation Manager – Family Offices (Madrid)
🏢 Lennertz
📍 Madrid