Capital Formation Manager Family Offices & UHNWI Clients (m/f/d) Your 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 caliber 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 optimization 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

Your Profile
- Successfully completed degree in economics, finance or a comparable field
- R elevant 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/famil

📌 Capital Formation Manager Family Offices (Chamartín)
🏢 Lennertz
📍 Chamartín