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:

• Client Relationship Management:
  • Cultivate and deepen enduring relationships with an existing portfolio of high-net-worth families and foundations within the charitable trust/DAF.
  • Provide expert guidance on philanthropic strategies, grant-making processes, and DAF administration, ensuring alignment with donor intentions.
  • Serve as the primary point of contact for clients, delivering exceptional service and proactively addressing their needs and queries.
  • Facilitate the efficient and compliant distribution of grants, overseeing due diligence and reporting for donor-advised funds.
  • Business Development:
    • Identify, engage, and convert new business opportunities from the bank\’s existing client base who are not yet utilizing the charitable trust services.
    • 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.
    • Develop and execute strategic outreach plans, presentations, and networking initiatives to expand the trust\’s client portfolio and market presence.
    • 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

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