Director & Partner, Private Equity – Private Wealth & Family Office Capital | Geneva
A 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.
The 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.
ABOUT YOU
You 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.
You 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.
THE OPPORTUNITY
This is a senior role, working directly with and supporting the firm’s founding team.
The successful individual would join with full ownership of the private wealth capital formation strategy, with scope to:
- Drive capital raising for the firm’s fund products with a focus on family offices, UHNWI, HNWI and private banking channels.
- Build an account plan for each investor relationship and ensure the firm’s value proposition is correctly positioned for each client segment.
- Build and deepen working relationships with key investors and decision-makers in target organisations.
- Know your investors’ commercial situation — their allocation priorities, liquidity constraints, risk appetite and investment preferences.
- Advise private wealth clients on investments and capital allocations, acting as a trusted partner rather than a transactional fundraiser.
- Prepare and deliver investor documentation, presentations and reporting in line with compliance, legal and audit requirements.
- Stay current on market developments, competitor positioning and the evolving needs of private wealth allocators.
- Participate meaningfully in the economics of capital raised, including generous annual bonus, GP carry participation and equity in the firm.
EXPERIENCE
We are particularly interested in individuals who can demonstrate:
- 15+ years working directly with clients in the private wealth sector — family offices, UHNWI, HNWI and related channels.
- A successful, attributable track record of capital raised from private wealth investors.
- Background and experience at Private Banks, Asset Managers, Multi-Family Offices, PE firms, Fund-of-Funds or Fund Placement Agents.
- Experience advising private wealth clients on investments or capital allocations — not solely.
- Extensive existing network of private wealth investors capable of generating actionable commitments.
- Excellent presentation skills with the ability to convey complex investment information in a clear, precise and compelling way.
- Good understanding of investment products and processes in the funds industry, in particular alternative investments.
- Strong intellectual curiosity and an entrepreneurial spirit — comfortable working with autonomy and initiative as part of a small, senior team.
A good understanding of DeepTech market dynamics is desirable but not essential — training and firm-supported learning will be provided.
There is a possibility to work remotely from other major global financial centres.
COMPENSATION
- Highly competitive base salary.
- Generous additional annual bonuses on top of base salary, directly linked to capital raising performance.
- Access to meaningful GP carry participation with significant potential to grow.
- Opportunity to become a partner in the firm within a short timeframe for the right candidate.
This 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 formation franchise from the ground up.
Expressions of interest will be treated confidentially.
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Kontaktdaten:
HCR | Human Centric Recruitment Recruiting-Team