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 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
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

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