Director, Private Wealth Relations

Vor 9 Stunden

Geneva, Geneva, Schweiz HCR | Human Centric Recruitment Vollzeit
ph3bDirector Partner, Private Equity – Private Wealth Family Office Capital | Geneva /b /h3 /brpA London-based institutional private equity firm is looking to collaborate with an experienced private wealth professional to lead capital formation across family offices, ultra-high-net-worth and high-net-worth investors, and private banking channels. /p /brpThe firm is built around a senior, founder-led team with institutional governance and a proven investment strategy across deep-tech, healthcare, financial services and insurance. This is a role for someone who has spent their career working directly with private wealth clients — advising on investments, building trusted relationships and raising capital — and is now looking for a platform where they can own the function and participate meaningfully in the economics of what they build. /p /brh3bABOUT YOU /b /h3 /brpYou have built your career in the private wealth sector. Your background is in Private Banking, Asset Management, Multi-Family Offices, Fund Placement or a similar client-facing environment. You work directly with family offices, UHNWI and HNWI clients, and you have an extensive, active network of private capital allocators with a demonstrable track record of raising capital from them. /p /brpYou understand how private wealth investors think, what they look for in an allocation, and how to position a compelling investment opportunity in a way that resonates. You are as comfortable in a one-to-one meeting with a family office principal as you are presenting to an investment committee at a private bank. /p /brh3bTHE OPPORTUNITY /b /h3 /brpThis is a senior role, working directly with and supporting the firm’s founding team. /p /brpThe successful individual would join with full ownership of the private wealth capital formation strategy, with scope to: /p /brul /brliDrive capital raising for the firm’s fund products with a focus on family offices, UHNWI, HNWI and private banking channels. /li /brliBuild an account plan for each investor relationship and ensure the firm’s value proposition is correctly positioned for each client segment. /li /brliBuild and deepen working relationships with key investors and decision-makers in target organisations. /li /brliKnow your investors’ commercial situation — their allocation priorities, liquidity constraints, risk appetite and investment preferences. /li /brliAdvise private wealth clients on investments and capital allocations, acting as a trusted partner rather than a transactional fundraiser. /li /brliPrepare and deliver investor documentation, presentations and reporting in line with compliance, legal and audit requirements. /li /brliStay current on market developments, competitor positioning and the evolving needs of private wealth allocators. /li /brliParticipate meaningfully in the economics of capital raised, including generous annual bonus, GP carry participation and equity in the firm. /li /br /ul /brh3bEXPERIENCE /b /h3 /brpWe are particularly interested in individuals who can demonstrate: /p /brul /brli15+ years working directly with clients in the private wealth sector — family offices, UHNWI, HNWI and related channels. /li /brliA successful, attributable track record of capital raised from private wealth investors. /li /brliBackground and experience at Private Banks, Asset Managers, Multi-Family Offices, PE firms, Fund-of-Funds or Fund Placement Agents. /li /brliExperience advising private wealth clients on investments or capital allocations — not solely. /li /brliExtensive existing network of private wealth investors capable of generating actionable commitments. /li /brliExcellent presentation skills with the ability to convey complex investment information in a clear, precise and compelling way. /li /brliGood understanding of investment products and processes in the funds industry, in particular alternative investments. /li /brliStrong intellectual curiosity and an entrepreneurial spirit — comfortable working with autonomy and initiative as part of a small, senior team. /li /br /ul /brpA good understanding of DeepTech market dynamics is desirable but not essential — training and firm-supported learning will be provided. /p /brpThere is a possibility to work remotely from other major global financial centres. /p /brh3bCOMPENSATION /b /h3 /brul /brliHighly competitive base salary. /li /brliGenerous additional annual bonuses on top of base salary, directly linked to capital raising performance. /li /brliAccess to meaningful GP carry participation with significant potential to grow. /li /brliOpportunity to become a partner in the firm within a short timeframe for the right candidate. /li /br /ul /brpThis could suit a senior private banker or relationship manager looking to move into a principal-side role with real ownership and economics, a Head of Private Wealth Distribution at an asset manager seeking a more entrepreneurial platform, or an experienced family office advisor ready to build a capital