Role Summary
Avertis Private Capital Management (APCM), a subsidiary of Avertis Group AG, is seeking a Head of Fundraising & Investor Relations to lead investor acquisition and relationship management for our managed account platform.
This role focuses on raising and managing capital allocations from HNWI, UHNWIs, and family offices, with private investments. You will be responsible for expanding our investor base, onboarding clients into structured managed accounts, and maintaining long-term relationships through transparent reporting and quarterly performance updates.
Key Responsibilities
- Develop and execute fundraising strategies for managed account offerings.
- Leverage your existing network of wealth clients, family offices, and private banks.
- Guide investors through onboarding, compliance (KYC / AML), and account setup.
- Present investment strategies, risk frameworks, and performance track records.
- Provide quarterly investor reporting and ongoing relationship management.
- Represent APCM at private wealth forums, roadshows, and investor events.
- Collaborate with the Group CEO to refine investor materials (factsheets, agreements, presentations).
Ideal Profile
7+ years in private banking, wealth management, or asset management distribution.Proven ability to raise CHF 20M+ from private investors.Strong existing network of HNWI, UHNWIs, and family offices.Knowledge of regulated asset management frameworks and suitability requirements.Excellent communication and relationship management skills.Entrepreneurial mindset thrives in building an investor base from zero.Compensation & Equity
Base + performance-linked success fees.Profit share linked to inflows raised.Equity participation in APCM (3–10% range based on milestones).Clear pathway to Partner-level position as APCM scales globally.Seniority level
ExecutiveEmployment type
Full-timeJob function
Finance and SalesIndustries
Investment Management#J-18808-Ljbffr