At a Glance
- Tasks: Lead capital raising efforts and manage relationships with private wealth and institutional investors.
- Company: Join a dynamic private equity firm focused on innovative investment strategies.
- Benefits: Enjoy a competitive salary, performance bonuses, and potential partnership opportunities.
- Why this job: Be part of a collaborative team driving impactful investment decisions in a fast-paced environment.
- Qualifications: 15+ years in private wealth or institutional relations with proven fundraising success.
- Other info: Training provided for those unfamiliar with DeepTech market dynamics.
The predicted salary is between 72000 - 108000 £ per year.
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 Placement Agents.
- 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 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 DeepTech market dynamics is desirable, but not necessary as training can be provided.
- Must have strong intellectual curiosity, an entrepreneurial spirit.
Core Responsibilities:
- This is a senior role, working directly with and supporting the firm’s founding team.
- 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.
- Build working relationships with key investors and managers in target organisations.
- Know your investors’ commercial situation.
- Prepare and implement documentation to clients/investors in line with internal compliance, legal, and audit requirements.
- Maintain professional knowledge, keep abreast of general market updates, industry developments, and competitor’s activities.
Candidate Requirements for Institutional Relations:
- Minimum 15+ years of experience in institutional investor relations, with at least 5+ years in capital raising roles for VC firms, PE firms, Fund of Funds, or Fund Placement Agencies.
- Extensive institutional investor network with a strong track record in fundraising and relationship management.
- Experience managing large-scale investor relationships within institutional markets.
- Background in fundraising for alternative investment funds, with a preference for candidates with Fund of Funds experience.
- Strong investment acumen and an understanding of alternative investment fund structures.
- Exceptional ability to craft and maintain strategic investor relationships, aligning fundraising efforts with institutional objectives.
- Ability to think critically and strategically, identifying innovative approaches to investor engagement.
- 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).
- Strong intellectual curiosity and an entrepreneurial mindset.
Core Responsibilities:
- Lead and oversee institutional investor relations and capital-raising strategies.
- Develop tailored account management plans, ensuring alignment with investors' objectives.
- Maintain deep engagement with key institutional investors, proactively managing relationships.
- Oversee the execution of fundraising initiatives, ensuring compliance with all legal, regulatory, and audit standards.
- Identify and act on emerging market opportunities, leveraging industry insights to drive firm growth.
- Maintain a strong understanding of competitor strategies and general market developments.
- Collaborate with the investment team to refine investor engagement strategies and optimize capital flows.
Benefits:
- Highly competitive base salary.
- Performance-based OTE bonuses in addition to base compensation.
- Access to a meaningful percentage of GP Carry participation.
- Strong potential for partnership within the firm in a short timeframe.
Contact Detail:
HCR | Human Centric Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Equity - Director of Private Wealth & Institutional Relations - UK Market
✨Tip Number 1
Network, network, network! Given the importance of existing relationships in this role, reach out to your contacts in the private wealth and institutional sectors. Attend industry events, webinars, and conferences to meet potential investors and showcase your expertise.
✨Tip Number 2
Stay updated on market trends and developments, especially in alternative investments and DeepTech. This knowledge will not only help you engage with investors but also position you as a thought leader in discussions, making you more appealing to us.
✨Tip Number 3
Prepare to demonstrate your strategic thinking skills. Be ready to discuss innovative approaches you've taken in previous roles to enhance investor engagement and capital raising. We value candidates who can think outside the box and bring fresh ideas to the table.
✨Tip Number 4
Familiarise yourself with our firm’s values and mission. Understanding what we stand for will help you tailor your conversations and presentations to align with our goals, making you a more attractive candidate for the Director of Private Wealth & Institutional Relations role.
We think you need these skills to ace Private Equity - Director of Private Wealth & Institutional Relations - UK Market
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your extensive experience in private wealth and institutional relations. Focus on your achievements in capital raising and client relationship management, particularly with Family Offices and UHNWI.
Craft a Compelling Cover Letter: Your cover letter should reflect your understanding of the role and the company. Emphasise your existing network with private wealth investors and your proven track record in fundraising. Be sure to convey your entrepreneurial spirit and intellectual curiosity.
Showcase Communication Skills: Given the importance of communication in this role, include examples in your application that demonstrate your ability to convey complex information clearly. Highlight any presentations or reports you've delivered to investors or stakeholders.
Highlight Relevant Experience: Detail your experience with alternative investment funds and your understanding of market dynamics. If you have familiarity with AI and DeepTech trends, mention it as it could set you apart from other candidates.
How to prepare for a job interview at HCR | Human Centric Recruitment
✨Showcase Your Network
Highlight your existing relationships with private wealth investors and institutional clients. Be prepared to discuss specific examples of how you've successfully raised capital from these connections in the past.
✨Demonstrate Investment Acumen
Be ready to discuss your understanding of alternative investment funds and market dynamics. Prepare to explain how your insights can benefit the firm and its investors, especially in relation to DeepTech trends.
✨Communicate Clearly
Practice conveying complex financial concepts in a straightforward manner. Use clear examples to illustrate your points, ensuring that you can engage both technical and non-technical stakeholders effectively.
✨Prepare for Strategic Thinking
Expect questions that assess your ability to think critically and strategically. Be ready to share innovative approaches you've used in previous roles to enhance investor engagement and drive fundraising success.