Capital Formation Manager – Family Offices & UHNWI Clients

About the role

Lennertz & Co. is seeking a Capital Formation Manager to lead the acquisition and management of relationships with family offices, entrepreneurial families and high‑net‑worth individuals. The role focuses on promoting the firm’s private equity and venture capital offerings while also supporting broader family‑office services.

Key responsibilities

• Identify, approach and cultivate relationships with family offices, UHNWI clients and other investor groups.
• Position the firm as a trusted partner through thought leadership, investment advice and networking.
• Advise clients on portfolio construction, investment themes and market developments in private markets.
• Design and execute outreach campaigns, including roadshows, events and follow‑up analysis.
• Maintain and enhance the CRM system, ensuring accurate data management and reporting.
• Analyse client interactions to optimise outreach strategies.
• Collaborate closely with the PE/VC investment team to align capital‑formation activities with investment pipelines.
• Represent Lennertz & Co. at industry conferences and networking events.

Required profile

• Degree in economics, finance or a related field.
• Relevant experience in capital formation, investor relations, wealth management or distribution of sophisticated financial products.
• Proven track record of winning new investors in the UHNWI/family‑office segment.
• Strong network in the private‑wealth environment and willingness to expand it.
• Deep understanding of private equity and venture capital.
• Excellent communication skills in English and the local market language.

Required skills

• In‑depth knowledge of private equity and venture capital markets.
• Experience with CRM systems and data‑driven outreach.
• Project‑management and organisational abilities.

What we offer

• High degree of autonomy to build your market in partnership with senior executives.
• Access to exclusive investors and high‑calibre investment opportunities.
• Entrepreneurial environment in an owner‑managed company with flat hierarchies.
• Attractive remuneration and a dynamic, politics‑free workplace.