Capital Formation Manager – Family Offices & UHNWI Clients - Milan (m/f/d)
Company: Lennertz & Co.
Role summary
Capital Formation Manager – Family Offices & UHNWI Clients - Milan (m/f/d) is a full-time role at Lennertz & Co. in Milan, Lombardy, Italy (on-site). Posted 2026-08-27. Experience level: 5-10.
- Job title
- Capital Formation Manager – Family Offices & UHNWI Clients - Milan (m/f/d)
- Company
- Lennertz & Co.
- Location
- Milan, Lombardy, Italy
- Work arrangement
- on-site
- Employment type
- full-time
- Category
- Trades & Construction
- Experience level
- 5-10
- Date posted
- 2026-08-27
You would be helping build and manage relationships with high-net-worth families in Milan, offering a unique chance to work at the intersection of private equity and wealth management. It is a fantastic opportunity for someone who enjoys high-level networking and thrives in a fast-paced environment where you can truly take ownership of your client portfolio.
Job description
Your key responsibilities
Responsible for initiating, developing and managing relationships with family offices, entrepreneurial families, high-net-worth individuals and 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, investment themes and 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
Organising and 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, tracking and 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
Monitoring your market and competitors, as well as conducting analyses to identify new target groups and trends in the areas of family office and alternative investments
Representing Lennertz & Co. at industry events, conferences and networking events
Your Profile
Successfully completed degree in economics, finance or a comparable field
R elevant experience in capital formation, investor relations, wealth management, family office or the distribution of sophisticated financial products
Entrepreneurial mindset, initiative and 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 and willingness to further expand it
In-depth knowledge of private equity and venture capital
Strong organisational skills, experience in project management and enthusiasm for structured, self-directed work
Confident, reliable presence at decision-maker level as well as excellent communication skills
Fluent in English and [market]
Communicative and team- oriented
What we offer
High degree of autonomy in building out your market, in partnership with senior executives of our organization
Access to exclusive investors and high- calibre investment opportunities
An entrepreneurial working environment in an owner-managed company with flat hierarchies
Attractive remuneration and an excellent working atmosphere in a young, dynamically growing company
No politics, and a f ast decision-making environment
How to reach us
We look forward to receiving your detailed application via our online form!
About us
Lennertz & Co. is the family office for entrepreneurs. Together, we are changing the modern investment world — with highly exclusive investment opportunities and tailored service designed around the needs of families, entrepreneurs, institutions and single family offices. We live and breathe entrepreneurial thinking and action, supporting our clients in strategic wealth structuring, asset allocation and sustainable value creation across generations.
Our unique pan-European platform provides access to the world’s most sought-after general partners, exclusive funds and direct investments — from fund-of-funds, feeder funds and co-investments to managed accounts. We invest with “skin in the game” — as partners, with innovation and a pioneering spirit. Our goal is not merely to manage wealth, but to build it across generations.