Nigel James Associates Ltd in Bath is seeking a Charity Relationship Manager to own day-to-day relationship management of charity client book, lead reporting cycles, and present to trustees and investment committees, while coordinating with the investment team. The role offers hybrid working from Bath with national travel, a discretionary bonus, and full study support.
Candidates should have 4–8 years in charity investment management or related trustee-facing roles and a strong network in UK
#J-18808-Ljbffr
Charity Relationship Manager — Wealth Management (Hybrid, Bath) employer: Nigel James Associates Ltd
Nigel James Associates Ltd is an exceptional employer, offering a dynamic and collaborative work culture that empowers Senior Financial Planners to thrive in their roles. With a focus on employee growth and development, the company provides access to a leading wealth management platform and a prestigious client base, ensuring that team members can deliver top-tier financial planning services. Located in London and Scotland, employees benefit from a competitive six-figure salary and discretionary bonuses, making it a rewarding place for those seeking meaningful and impactful careers in finance.
Contact Details:
Nigel James Associates Ltd Recruitment Team
