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Managing Director of Montpellier Resourcing Associates and Finovate Search
Up to £70,000 plus EXCELLENT bonus and benefits
Hybrid working available (3 days a week in the London office)
Our client, a prestigious private bank renowned for its long-standing heritage and comprehensive wealth management solutions, is seeking a talented and driven Senior Private Client Manager to join their dedicated Charitable Trust team. This is a unique opportunity to play a pivotal role within a leading Donor-Advised Fund (DAF) in the UK, combining deep client relationship management with strategic business development. You will be instrumental in helping high-net-worth individuals and families achieve their philanthropic goals through expertly managed charitable giving.
Duties of the Senior Private Client Manager (Charitable Trust / DAF) to include:
* Onboard and meticulously manage investment funds and associated customer relationships.
* Present the firm's philanthropic solutions to new and prospective customers and intermediaries.
* Proactively identify and cultivate new business opportunities for the firm's charitable offerings, facilitating meetings to advance these prospects.
* Explore opportunities to deepen relationships with existing customers, potentially expanding their engagement with the firm's wider services.
* Collaborate closely with the product management team to continuously develop and enhance the firm's charitable investment solutions.
* Actively participate in and host philanthropy networking events to foster a deeper understanding of the charitable marketplace.
* Diligently monitor risk registers and ensure the firm's reputation and risk exposure related to its philanthropic funds are meticulously protected.
* Manage funds, including annual meetings, trust reviews, investment policy statements, wealth manager interactions, and associated philanthropy advice and due diligence.
* Maintain and develop relevant databases and assist with day-to-day trust administration.
* Support the Service & Delivery Manager in contacting pipeline customers and organizing meetings to achieve annual targets.
* Identify and develop relationships with existing and emerging intermediaries within the not-for-profit/charity sector.
* Develop and implement communication and action plans to enhance philanthropic knowledge among the firm's younger customer base through training initiatives.
Requirements for the successful Senior Private Client Manager to include:
* Proven experience dealing with philanthropy, estate, and trust administration.
* Demonstrable experience working with customers and intermediaries to develop business.
* A solid understanding of philanthropy, including relevant tax benefits and due diligence requirements.
* Membership of the Society of Trusts and Estate Practitioners (STEP) and relevant qualifications desirable
* Experience with CCH accounting and Tax package desirable
Benefits include:
* Excellent industry leading pension scheme
* High level bonus
* Heavily subsidised on-site catering
* Hybrid working, allowing you flexibility to balance working from home
* Full private healthcare
* AND MORE!
This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Associates Resourcing Limited are those of an Employment Agency
Seniority level
* Seniority level
Not Applicable
Employment type
* Employment type
Full-time
Job function
* Job function
Customer Service
* Industries
Non-profit Organizations, Philanthropic Fundraising Services, and Financial Services
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