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

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