Main Purpose of the Job:
To become a trusted philanthropy advisor to (U)HNW donors and their other independent professional advisors, responsible for the day-to-day management and development of high value and often complex CAF Charitable Trusts.
Client Relationship Management - to achieve a range of stretching KPI’s, focused on achieving outstanding client satisfaction through the delivery of exemplary service, efficient transaction processing and confident advice delivery within the bounds of charitable and financial regulatory frameworks.
Business Development - to grow sales of CAF products and services, as part of the CAF integrated philanthropy service to (Ultra) High Net Worth Individuals. This involves sourcing, qualifying and developing prospects and managing the prospect pipeline and conversion to sales.
Job Responsibilities
• Primary relationship manager for a book of CAF Charitable Trust donors – mainly (U)HNWIs
• Develop detailed knowledge of CAF’s full range of services and the wider impact economy
• Assist donors with developing their desired philanthropic strategies for charitable giving by ensuring that proposed solutions meet client’s requirements and are also commercially viable for CAF.
• Deliver high quality client service, both proactive and responsive, to ensure that clients are always highly satisfied and engaged.
• Diligently manage the formation of Charitable Trusts and process transactions in accordance with legal/regulatory requirements and corporate policy – e.g. KYC, AML, GDPR and advised/non-advised communications.
• Proactively promote and increase the take up of the range of services that CAF offers to existing and prospective clients, both directly and via a range of introducers.
• Maintain a full understanding of the principles and practice (both external and CAF) in relation to the operation of charitable trusts; in particular relating to charitable donations, investments, complex gifts of non-cash assets, and complex grants and investments including grant agreements and social investment.
• Meet with and present to clients, their advisors and introducer partners as required as part of a proactive contact and engagement strategy.
• Achieve and exceed agreed sales objectives which are financial, activity and behavioural based.
• Continuing education through seminars, conferences and related training to promote skills growth and development.
• Ensure effective use of CRM, including maintaining accurate and up-to-date records about clients and their transactions.
• Be proactive in the suggestion and development of new work processes and procedures, assisting with the implementation of solutions where required to continually improve customer service.
• Proactively participate in positive communication between the various CAF teams.
• Participate in the performance management system by:
o Achieving personal and team goals as agreed with Line Manager.
o Giving and receiving feedback
o Gathering evidence to support performance
o Supporting less experienced team members with training and guidance as required.
• Ensure confidentiality in all matters.
Person Specification
Experience
Qualifications
Training
Specialist skills/ability/knowledge
Communication
Personal qualities
Special conditions
NOTE: Applications will be reviewed on a rolling basis and candidates are encouraged to apply as soon as possible.
