Client Manager – Private Clients (Trusts)

£35,000 - £37,000 p.a.
13 Sep 2016
05 Oct 2016
Full Time
Contract Type

Are you an experienced Client Manager with strong financial sector experience looking for a new challenge? Do you want to work for a leading UK charity and make a positive impact on society?

Client Manager – Private Clients (Trusts)
£35,000 - £37,000 p.a.
Permanent, full-time

The Philanthropy Services division is focused on providing high quality service to high net worth individuals, family and company donors globally, optimising their charitable impact through advisory and transactional services. We are focused on expanding the reach of our existing products and services as well as innovating new models for funding social investment with philanthropic capital.

We are seeking a talented Private Client Manager to take responsibility for the day to day management of a portfolio of high net worth private clients, acting as the primary point of contact for all their clients’ account management requirements. In this role, the Private Client Manager will account manage existing relationships with high net worth individuals for CAF Charitable Trusts, advising on effective and efficient charitable giving. You will promote and increase the take up of the range of services that CAF offers, increasing revenues, and will build and maintain relationships with high level professional and business networks, including Introducers such as private banks, wealth managers, accountants and solicitors. New client acquisition will be a key feature. Investment knowledge and financial sector experience would be an advantage.

The successful applicant will have proven experience of successfully managing relationships and advising high net worth individuals and or high profile clients in the financial sector. You will be an articulate, collaborative, self-aware and have strong interpersonal and communication skills. You will have a passion for transformational change in social investment and philanthropy; working in a social enterprise model to combine commercial skills with making a difference in the social sector. The ideal candidate must be flexible, tenacious and possess a positive attitude.

For more information and to apply, please click on the web link.

Closing date:  30th September 2016.

Shortlisted applicants may be required to undertake psychometric assessments before being invited to attend an interview.