01 set - Milano
Lennertz
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 a
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