Capital Formation Manager – Family Offices & UHNWI Clients - Amsterdam (m/w/d)
Core
Initiating, developing, and managing relationships with Family Offices, entrepreneur families, and UHNWIs to drive PE/VC investment offerings and family office services.
Role type
Capital Formation Manager (Family Office & UHNWI)
Builds
PE/VC investment offerings and family office services for private markets
Domain
Private Wealth / Family Office / Private Equity & Venture Capital
Deliverable
client delivery
Required skills
Capital formation, investor relations, wealth management, PE/VC investment knowledge, relationship management, strategic planning, CRM management, market analysis, marketing material development, event organization
Preferred skills
Entrepreneurial mindset, project management, network expansion in private wealth, 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 clients; Organize roadshows, events, and client meetings; Manage CRM data and reporting; Analyze client interactions for optimization; Develop marketing materials; Represent the firm at industry events.