Private Wealth Manager

Overview

Support fundraising and investor coverage efforts across Crewstone-managed funds and transaction-specific mandates, with a focus on high-net-worth individuals, family offices, and broader private wealth channels. The role requires strong relationship discipline, commercial awareness, and the ability to support fundraising conversations from first contact through follow-up and close.

Key Responsibilities

• Identify, engage, and cultivate relationships with high-net-worth individuals, family offices, financial institutions, and other relevant investors across Crewstone’s network.
• Support fundraising campaigns through targeted outreach, investor follow-up, meeting coordination, and relationship management across active mandates and fund products.
• Build and maintain investor profiles by understanding return expectations, mandate fit, structural preferences, and sector appetite.
• Prepare and coordinate investor-facing mate...