Private Client Manager
Do you have a proven track record of managing a portfolio of Ultra-High Net Worth clients?
Are you experienced and confident at prospecting and networking with potential new clients?
Do you have a working knowledge of Donor Advised Funds and the voluntary sector?
If you have answered yes to the above our client would love to hear from you.
Our client, a unique Financial Services and Philanthropic organisation, are seeking an experienced Private Client Manager to join a team that manage a market leading dual-qualified Donor Advised Fund. This role is crucial in developing an engaged and diverse portfolio for dual UK and US taxpayer clients, including Ultra-High Net Worth, high profile individuals and Corporate Clients.
The successful candidate will be the primary relationship manager for a portfolio of American Donor Fund clients and a small book of Corporate clients. You will be responsible for:
- Delivering a high quality client service.
- Assisting clients in implementing and developing their desired philanthropic strategy.
- Working with Senior Managers to advise clients on donating complex assets and then guiding the clients through the process to ensure timely completion of deals.
- Pro-actively develop relationships with high potential clients to drive business growth
Personally you will be a dynamic, highly professional personality who thrives on delivering an exceptional service and has the gravitas to hold their own.
To find out more about this exciting opportunity please call the office or send your CV to apply.