Capital Formation Manager Family Offices

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/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
• Strong organisational skills, experience in project management and enthusiasm for structured, self-directed work
• Confident, reliable presence at decision-maker level as well as excellent communication skills
• Fluent in English and [market]
• Communicative and 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- calibre investment opportunities
• An entrepreneurial working environment in an owner-managed company with flat hierarchies
• Attractive remuneration and an excellent working atmosphere in a young, dynamically growing company
• No politics, and a fast decision-making environment

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.

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 entrepr...