Capital Formation Manager - Family Offices & UHNWI Clients - Hamburg (m/w/d)
Core
Initiating, developing, and managing relationships with Family Offices, entrepreneur families, and UHNWIs to sell PE/VC investments and FO services, with a focus on the German market.
Role type
Capital Formation Manager (Family Offices & UHNWI)
Builds
PE/VC investment offerings and Family Office services
Domain
Private Wealth / Private Markets (PE/VC)
Deliverable
client delivery
Required skills
Capital Formation, Investor Relations, Wealth Management, PE/VC investment knowledge, CRM management, Roadshow/Event organization, Market analysis, Strategic planning
Preferred skills
Entrepreneurial mindset, Strong network in Private Wealth, Project management, High travel readiness
Technologies
CRM systems
Responsibilities
Manage relationships with Family Offices and UHNWIs; Position the firm as a trusted partner through thought leadership; Advise clients on portfolio construction and market trends; Develop strategies to attract potential investors; Organize and execute client outreach including roadshows and events; Analyze client interactions to optimize outreach; Develop marketing materials; Monitor market trends and competition.
Seniority
Senior, hands-on IC