Relationship Manager (Charitable Trust / DAF) x2

💸Up to £70,000 plus EXCELLENT bonus and benefits

🏡Hybrid working available

📅Permanent and FTC role available

Our client, a prestigious private bank renowned for its long-standing heritage and comprehensive wealth management solutions, is seeking to hire TWO talented and driven Relationship Managers 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