Private Equity – Partner, Head of Private Wealth AND Institutional Relations – In UK

Circle Square; Greater London; On-site; GBP 80,000 - 150,000; Full time

Job summary

An established industry player is seeking a Partner, Head of Private Wealth and Institutional Relations to lead capital raising initiatives. This role involves building and maintaining relationships with high-net-worth individuals and institutional investors, ensuring compliance, and developing strategic account plans. With a focus on deep-tech sectors, particularly AI, this position offers a unique opportunity to shape investment strategies in a dynamic market. The ideal candidate will possess extensive experience in investor relations and a strong network within the private wealth sector. Join a forward-thinking firm where your contributions can lead to partnership opportunities and substantial rewards.

Benefits

Generous annual bonuses

GP Carry participation

Opportunity for partnership

Qualifications

• 15+ years in private wealth sector with a track record in capital raising.
• Extensive network with private wealth investors is essential.

Responsibilities

• Drive capital raise focusing on private wealth investors.
• Build relationships with key investors and maintain compliance.

Skills

Investor Relations

Capital Raising

Communication Skills

Presentation Skills

Creative Thinking

Understanding of Investment Products

Intellectual Curiosity

Job description

Private Equity – Partner, Head of Private Wealth AND Institutional Relations – In UK

Our client is a London-based PE firm specialising in institutional private equity, venture capital, and direct investments. Their focus is on deep-tech sectors, particularly in artificial intelligence.

They are now looking for a Partner, Head of Private Wealth AND Institutional Relations in the UK.

Complementing the investment team is a distinguished tech team, featuring PhDs and professors from leading UK universities, specialised in deep tech, including AI and advanced mathematics.

The roles:

Role 1: Partner, Head of Private Wealth Relations in the UK

Location: UK - British Market

Start Date: ASAP

Candidate Requirements:

• 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.

Essential Experience:

• Head of Private Wealth Management in the UK
• 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.
• 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; particularly, 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:

• 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.
• Highly competitive base salary.
• +OTE generous additional annual bonuses on top of basic salary.
• Access to meaningful % of GP Carry participation.
• Opportunity to become a partner in the firm within a short time frame is a strong possibility for the right candidate.

Role 2: Head of Institutional Relations – in the UK

Location: UK - British Market

Start Date: ASAP

Candidate Requirements:

• Minimum of 15 years' working experience in investor relations, of which a minimum of 5 of those years were working in capital raising capacities for VC Firms, PE firms, Fund of Funds or Fund Placement Agencies.

Essential Experience:

• Proven success in institutional fundraising and investment relationship positions held in previous roles.
• Minimum 15 years' working experience in fundraising, with a minimum of 5 years working experience in a placement agency or a VC/PE Firms, with preference for Fund of Funds.
• Extensive existing network with institutional investors.
• Experience of managing large and institutional investor relationships.

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.
• 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; particularly, alternative investments funds.
• A good understanding of AI and DeepTech market dynamics is desirable, but not necessary as training can be provided.
• Must have strong intellectual curiosity, an entrepreneurial spirit.

Core Responsibilities:

• To lead and manage the investor relationships and fundraising department with a focus on institutional 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.
• Highly competitive base salary.
• +OTE generous additional annual bonuses on top of basic salary.
• Access to meaningful % of GP Carry participation.
• Opportunity to become a partner in the firm within a short time frame is a strong possibility for the right candidate.

Seniority level

Executive

Employment type

Full-time

Job function

Finance

Industries

Venture Capital and Private Equity Principals