Capital Formation Manager – Family Offices & UHNWI Clients - Mailand (m/w/d)
Core
Initiating, developing, and managing relationships with Family Offices, entrepreneur families, and UHNWIs to sell PE/VC investment offerings and related services, primarily focused on the Italian market.
Role type
Capital Formation Manager (Family Office & UHNWI)
Builds
PE/VC investment offerings and Family Office services
Domain
Private Wealth / Alternative Investments
Deliverable
client delivery
Required skills
Capital formation, Investor relations, Wealth management, Family Office sales, Private Equity knowledge, Venture Capital knowledge, CRM management, Market analysis, Event organization, Strategic planning
Preferred skills
Entrepreneurial mindset, Strong network in Private Wealth, Project management, High travel readiness
Technologies
CRM systems