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    Private Equity – Director, Private Wealth Relations - London, United Kingdom - Circle Square

    Circle Square
    Circle Square London, United Kingdom

    2 weeks ago

    Default job background
    Accounting / Finance
    Description

    Our client is a Private Equity Investment firm based in London, who are dedicated to investments in AI, Web3, and related technologies. They are now looking for a Director of private wealth relations to join their team.

    Core Responsibilities:

    This is a senior role, working directly with and supporting the CIO of the fund.

    • To lead and manage the investor relationships and fundraising department with a focus on private wealth investors.
    • Ensure that any issues, whether contractual or operational, are resolved to both the company's and the client/investor's satisfaction.
    • Prepare and implement documentation to clients/investors in line with internal compliance, legal, and audit requirements.
    • Build an account plan for each investor and ensure our value proposition is positioned as the market model of the future.
    • Know your investors' commercial situation.
    • Build working relationships with key investors and managers in target organisations.
    • Maintain professional knowledge, keep abreast of general market updates, industry developments, and competitor's activities.

    Essential Experience:

    • Proven success in previous client relationship positions held at Private Banks, Asset Managers and Multi Family Offices.
    • Minimum 10 years' working experience in the private wealth sector.
    • Extensive existing network with private wealth investors (Family Offices, UHNWI. HNWI, etc).
    • Experience in advising private wealth clients on investments or capital allocations.

    Requirements:

    • Excellent written and verbal communication skills with a proven track record of building and maintaining investor relationships.
    • A challenging mind with the ability to think creatively / laterally, able to present your ideas to show how we can improve what we do and how we can do it to deliver results.
    • Good presentation skills with the ability to convey complex technical information in a clear, simple, and precise way.
    • Ability to work well on own initiative and enjoy being part of a small collaborative team.
    • Good understanding of investment products and processes in the funds industry; in particular, alternative investments funds.
    • A good understanding of AI and Web3 market dynamics is desirable, but not necessary as training can be provided.
    • Must have strong intellectual curiosity, an entrepreneurial spirit.

    Benefits:

    • Competitive basic salary.
    • +OTE generous additional annual bonuses on top of basic salary, and generous % of GP Carry Pool.
    • Opportunity to become a partner in the firm within short timeframe is a strong possibility for the right candidate.
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