Relationship Manager (Charitable Trust / DAF)

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:

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 Relationship 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