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Up to £70,000 plus EXCELLENT bonus and benefits
Hybrid working available
Our client, a prestigious private bank renowned for its long-standing heritage and comprehensive wealth management solutions, is seeking a talented and driven Relationship 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 Relationship Manager (Charitable Trust / DAF) to include:
- Client Relationship Management:
o Cultivate and deepen enduring relationships with an existing portfolio of high-net-worth families and foundations within the charitable trust/DAF.
o Provide expert guidance on philanthropic strategies, grant-making processes, and DAF administration, ensuring alignment with donor intentions.
o Serve as the primary point of contact for clients, delivering exceptional service and proactively addressing their needs and queries.
o Facilitate the efficient and compliant distribution of grants, overseeing due diligence and reporting for donor-advised funds.
- Business Development:
o Identify, engage, and convert new business opportunities from the bank's existing client base who are not yet utilizing the charitable trust services.
o Proactively develop relationships with external high-net-worth individuals, families, and their advisors (e.g., lawyers, accountants, wealth managers) to introduce the value proposition of the DAF.
o Develop and execute strategic outreach plans, presentations, and networking initiatives to expand the trust's client portfolio and market presence.
o Represent the charitable trust at industry events, seminars, and relevant professional networking functions.
Requirements for the successful Relationship Manager to include:
- Proven track record in business development within the financial services sector, ideally engaging with high-net-worth clients.
- Direct experience with Donor-Advised Funds (DAFs) or significant professional experience within the broader philanthropy or charity sectors is essential
- Exceptional client relationship management skills, with the ability to build rapport and trust with sophisticated clients.
- Strong understanding of charitable giving mechanisms, tax implications for donors and charities, and relevant regulatory frameworks.
- Excellent communication, presentation, and negotiation skills, both written and verbal.
- Highly organized, with meticulous attention to detail and the ability to manage multiple priorities effectively.
- Self-motivated, proactive, and target-driven, with a collaborative team-player mindset.
- Relevant professional qualifications (e.g., CISI, STEP, or equivalent financial services/philanthropy accreditations) are 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
