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LCLennertz & Co. Private Equity logo

Lennertz & Co. Private Equity

Mailand

Capital Formation Manager – Family Offices & UHNWI Clients - Milan (m/f/d).

FULL TIME

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!
Pay
Not stated
Where
Mailand
Work
Not stated
Type
Full time
Posted
27 Aug, 2026
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