Private Equity - Director of Private Wealth & Institutional Relations - UK Market
Requirements for Private Wealth:
~15 years' + working directly with clients in the private wealth sector (Family Offices, UHNWI. HNWI, etc) and a successful track record of capital raise from these clients. Your background and experience stems from working with organisations such as Private Banks, Asset Managers, Multi Family Offices, PE firms, Fund of Funds or Fund or Placement Agent.
~ Proven success in previous client relationship positions held at Private Banks, Asset Managers, Multi Family Offices, PE firms, Fund of Funds or Fund Placement Agencies
~ Extensive existing network with private wealth investors (Family Offices, UHNWI. HNWI, etc) with proven track record on capital raised from them.
~ Experience in advising private wealth clients on investments or capital allocations.
~ Excellent written and verbal communication skills with a proven track record of building and maintaining investor relationships.
~ A good understanding of DeepTech market dynamics is desirable, but not necessary as training can be provided.
~ To drive capital raise for the firm’s activities with a focus on private wealth investors.
Build an account plan for each investor and ensure our value proposition is correctly positioned.
Know your investors’ commercial situation.
Prepare and implement documentation to clients/investors in line with internal compliance, legal, and audit requirements.
Extensive institutional investor network with a strong track record in fundraising and relationship management.
Excellent communication and presentation skills, capable of delivering complex financial concepts in an accessible and compelling manner.
Capability to work both independently and collaboratively within a highly specialized, agile investment team.
Familiarity with AI and DeepTech market trends is preferred but not mandatory (training provided).
Develop tailored account management plans, ensuring alignment with investors' objectives.
Oversee the execution of fundraising initiatives, ensuring compliance with all legal, regulatory, and audit standards.
Compensation & Growth Opportunity
Highly competitive base salary.
Performance-based OTE bonuses in addition to base compensation.