Private Client Manager

Prospectus is delighted to be partnering with the Charities Aid Foundation as they look to recruit a Private Client Manager. Registered as a dual charity in the UK and the US, CAF works closely with citizens across the world to maximise their financial efficiency when giving to their preferred charities.        
       
They are now looking to welcome on board a Private Client Manager to manage a portfolio of high net worth individuals, building strong relationships and educating clients on the work their charity partners are doing. This is an excellent opportunity for candidates looking to break into the charity sector by managing donors and charities across the world. Familiarity with, and experience in, the charity sector is desired but not essential.         
       
Reporting to the Senior Private Client Manager, you will primarily be responsible for the account management of major gift donors seeking assistance in their philanthropic endeavours. When developing new business, you will explain and sell the charitable services to individuals, grantees and business leaders against sales objectives, which are financial, activity and behavioural based. The Private Client Manager will also be responsible for updating the Board and management committee on business development progress and account management highlights.           
       
This is a fantastic opportunity to network with major donors and both domestic and international charities, provide excellent customer care, and learn extensively about the beyond profit sector.      
       
At Prospectus we invest in your journey as a candidate and are committed to supporting you with your application. We welcome all candidates to apply, regardless of age, sex/gender, disability, race, religion, sexual orientation, marital status or pregnancy/maternity. If you have any disability and require reasonable adjustment/s to any part of the process then please contact Rhiannon Mehta.

If you feel you meet some of the criteria but not all, we really hope you'll enquire and learn more. Prospectus can advise and support on each part of the role and hopefully your application, so we look forward to hearing from you.