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 th

📌 Capital Formation Manager (Italia)
🏢 Lennertz
📍 Italia