This role offers the opportunity to be a key relationship manager within a private equity platform. You will play an active role in shaping investor strategy and driving capital formation across a growing and sophisticated investor base.
Key Responsibilities
- Serve as the lead relationship manager for a portfolio of family offices and small-to-mid-sized institutional investors, developing long-term, trust-based partnerships
- Act as a primary point of contact, delivering high-quality, tailored communication on fund strategies, portfolio performance, and market insights
- Drive capital raising efforts through targeted investor outreach, relationship development, and onboarding of new LPs
- Develop and refine investor materials (presentations, updates, marketing collateral) with a focus on clarity, accessibility, and relevance for family office audiences
- Organize and participate in investor meetings, roadshows, and curated events, particularly within the family office ecosystem
- Partner closely with investment teams and senior leadership to translate complex investment strategies into compelling, investor-friendly narratives
- Maintain ongoing dialogue with investors to identify opportunities for increased allocations and cross-strategy participation
- Track market trends, competitor activity, and investor sentiment, with a focus on regional LPs and family office dynamics
- Ensure all communications meet regulatory requirements and internal compliance standards
Qualifications
- Proven experience in Investor Relations, fundraising, placement agents, or client coverage within private markets
- Strong, demonstrable track record working with family offices and/or smaller institutional investors (e.g. endowments, foundations, regional LPs)
- Demonstrated ability to build credibility and maintain relationships with entrepreneurial, high-net-worth, and sophisticated investors
- Hands-on experience supporting or executing fundraising processes and investor engagement initiatives
- Excellent communication skills in English and Cantonese and/or Mandarin
- Strong commercial mindset with excellent interpersonal skills and attention to detail
- Bachelors degree in Finance, Economics, or a related discipline
If you are interested in exploring more of this role or other potential opportunities, let's connect today via WhatsApp or WeChat: +852 5424 6512.
Candidates not selected for this position may be considered for other opportunities that better align with their experience.
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