Private Clients Manager - London, United Kingdom - Adecco

Adecco

Verified Company

London, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

We have an exciting opportunity for you to join our client's growing team as a Private Client Manager.

This role is an account manager for our client, a charitable trust.

Their Private Client team offer the market leading Donor Advised Funds for both UK and dual US/UK taxpayers, helping individuals give to the charitable causes that they care about.

You willwork with a portfolio of high and ultra-high net worth individuals, providing them with an exceptional service, building trust, and enabling smooth processing of their charitable grants to organisations around the world.

The Private Client Manager is the external face of processes handled by multiple internal teams, including the administration and due diligence required for receiving funds and making grants out and arranging for investments and other financial transactions.

We also have an impact team, which the PCMs liaise with to provide advisory support to our clients.

The PCMs need to understand the full spectrum of processes and services and be able to communicate requirements and timelines to clients, as well as ensurethat any client request is efficiently dealt with as it progresses through these different teams.

As our Private Client Manager your key responsibilities will include:

To become a trusted philanthropy advisor to (U)HNW donors and independent professional advisors.
Initiate and oversee a range of transactions on behalf of a book of 40 clients, from making gifts into their Trust, investing Trust assets and making grants around the world. Frequent communication to update clients on where transactions are to ensure visibility.

Skills and knowledge required of our Private Client Manager:

Proven track record of relationship management.
Proactive approach to client work, e.g. anticipating regular transactions and ensuring everything is in place in advance.
Interest in the full spectrum of Trust activities, from relationship development to financial transactions, due diligence, and charity impact.
A good understanding of the charity sector and willingness to further develop this expertise.
Experienced and confident at prospecting and networking with potential new clients.

Contract type:
Permanent

Pay rate:
£42,000pa + excellent benefits*
Hours: Full time (35 hours per week)

Location:
Hybrid working, 2 days per week in either their London or Kent Office

*Benefits include but are not limited to: In return for joining as our Private Client Manager you will receive:

Salary up to £42,000 per annum
6 weeks holiday plus bank holidays
Excellent ongoing training programme
Excellent pension scheme
Private Health care cover
Life assurance

Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.