Capital Formation Manager - Family Offices & UHNWI Clients - Zürich (m/w/d)

Responsible for initiating, developing and managing relationships with family offices, entrepreneurial families, wealthy private individuals and other potential investor groups - mainly for our offering of PE/VC investments, but also FO services Positioning the company as a trustworthy partner through well-founded consulting, thought leadership and best execution in services Advising clients on portfolio construction, investment topics and market developments in the area of private markets Developing and implementing innovative strategies to address potential clients and investors Contributing to the further development of our services from family office, capital markets and especially PE/VC investments; close cooperation with the PE/VC investment team Organizing and carrying out the entire client approach: from planning and coordinating roadshows, events and appointments to follow-up and analysis of all measures Maintaining and further developing our CRM system including data management, tracking and reporting of all activities Analyzing client interactions to identify optimization potential and continuously improve the approach Further developing and individualizing marketing and sales documents for potential investors Market and competitor observation as well as analyses to identify new target groups and trends in the areas of family office and alternative investments Representing our company at industry events, conferences and networking events Successfully completed degree in economics, finance or a comparable field Long-standing relevant experience in capital formation, investor relations, wealth management, family office or sales of demanding financial products Entrepreneurial thinking, initiative and pleasure in building new relationships; proven successes in addressing and acquiring new investors in the UHNWI/Family Office/Entrepreneurial Family segment or comparable target groups Distinct network in the private wealth environment and willingness to further expand it Well-founded knowledge of the private equity and venture capital asset classes Distinct organizational skills, experience in project management and pleasure in structured, independent work Sovereign, binding appearance at the decision-maker level as well as excellent communication skills Negotiation-secure German and English skills in word and writing Communicative and team-oriented High willingness to learn and travel Diverse and challenging tasks, above-average large development potential as well as the possibility of close cooperation with very experienced advisors and the management of our company Access to exclusive investors and high-quality investment opportunities An entrepreneurially shaped working environment in an owner-managed company with flat hierarchies The opportunity to actively participate in dynamic and forward-looking markets An attractive remuneration and a very good company climate in a young, dynamically growing company High own design scope Fast and short decision-making paths Very modern company infrastructure, workplaces and IT We look forward to your meaningful application via our online form!