Capital Formation Manager – Family Offices & UHNWI Clients (m/f/d) at Lennertz & Co.

Madrid, Madrid Community, Spain -

Full Time

Start Date

Immediate

Expiry Date

20 Sep, 26

Salary

0.0

Posted On

22 Jun, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Capital Formation, Investor Relations, Wealth Management, Private Equity, Venture Capital, Portfolio Construction, CRM Management, Client Outreach, Market Analysis, Networking, Project Management, Communication Skills, Sales Strategy, UHNWI Relationship Management, Financial Product Distribution, Strategic Wealth Structuring

Industry

Financial Services

Description

Your key responsibilities Responsible for initiating,developingand managing relationships with family offices, entrepreneurial families, high-net-worthindividualsand 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, investmentthemesand 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 Organisingand 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,trackingand 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 Monitoringyourmarket and competitors, as well as conducting analyses toidentifynew target groups and trends in the areas of family office and alternative investments RepresentingLennertz & Co.at industry events,conferencesand networking events Your Profile Successfully completed degree in economics,financeor a comparable field Relevant experience in capital formation, investor relations, wealth management, familyofficeor the distribution of sophisticated financial products Entrepreneurial mindset,initiativeand 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 Strongorganisationalskills, experience in project management and enthusiasm for structured, self-directed work Confident, reliable presence at decision-maker level as well as excellent communication skills Fluentin English and [market] Communicativeand team-oriented What we offer High degree of autonomy in building out your market, in partnership with senior executives of our organization Access to exclusive investors and high-calibreinvestment opportunities An entrepreneurial working environment in an owner-managed company with flat hierarchies Attractiveremunerationand an excellent working atmosphere in a young, dynamically growing company No politics, and afast decision-makingenvironment How to reach us We look forward to receiving your detailed application via our online form! About us Lennertz & Co. is the family office for entrepreneurs. Together, we are changing the modern investment world — with highly exclusive investment opportunities and tailored service designed around the needs of families, entrepreneurs, institutions and single family offices. We live and breathe entrepreneurial thinking and action, supporting our clients in strategic wealth structuring, asset allocation and sustainable value creation across generations. Our unique pan-European platform provides access to the world’s most sought-after general partners, exclusive funds and direct investments — from fund-of-funds, feeder funds and co-investments to managed accounts. We invest with “skin in the game” — as partners, with innovation and a pioneering spirit. Our goal is not merely to manage wealth, but to build it across generations.

Responsibilities

Responsible for initiating and managing relationships with family offices and UHNWI clients to drive PE/VC investment offerings. The role involves advising clients on portfolio construction and executing the full client outreach process from roadshows to CRM tracking.