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Private Client Advisor

Private Client Advisor

Are you knowledgeable of the current philanthropic trends and best practice? Harris Hill are currently working with an extremely influential charity that are looking to hire a Private Client Advisor.

 This role will be split between providing advisory services to potential philanthropic donors whilst also acting as a research function – constantly being up to date on major giving trends, best practice and sector leading charities so as to provide a fantastic service to clients who are deciding where best to donate.

JOB RESPONSIBILITIES

  • Provide the advisory service for private clients
  • Research cause areas, charities, and philanthropic best-practice to stay on top of philanthropic trends and ensure sound and current recommendations are given to private clients
  • Leverage academic and professional networks in support of the Philanthropy Advisory offering and develop formalized partnerships on behalf of the private clients team
  • Lead on the follow-up with clients after all advisory sessions with recommendations, suggested strategy, connections with charities, as appropriate
  • Develop the philanthropy advisory offering as an income-generating business
  • Follow-up with charities and monitor impact of advised donations to ensure private clients are achieving desired results and understand what their donation has enabled
  • Attend and support pitches, training sessions, and meetings with private client team and professional advisors as part of advisory-led client proposition

PERSON SPECIFICATION

  • Proven track record of relationship building and business development with HNW individuals
  • Experience of providing strategic philanthropy advice
  • Experienced and confident at prospecting and networking with potential new clients
  • Sales or financial experience would be highly desirable
  • Demonstrate ability to successfully negotiate and influence
  • Knowledge of social science research techniques

If interested then please do not hesitate to submit an up to date CV and covering letter, no more than 1 A4 page in length.

Please note that due to the high number of applicants, not all candidates will be responded to.

Are you knowledgeable of the current philanthropic trends and best practice? Harris Hill are currently working with an extremely influential charity that are looking to hire a Private Client Advisor.

 This role will be split between providing advisory services to potential philanthropic donors whilst also acting as a research function – constantly being up to date on major giving trends, best practice and sector leading charities so as to provide a fantastic service to clients who are deciding where best to donate.

JOB RESPONSIBILITIES

  • Provide the advisory service for private clients
  • Research cause areas, charities, and philanthropic best-practice to stay on top of philanthropic trends and ensure sound and current recommendations are given to private clients
  • Leverage academic and professional networks in support of the Philanthropy Advisory offering and develop formalized partnerships on behalf of the private clients team
  • Lead on the follow-up with clients after all advisory sessions with recommendations, suggested strategy, connections with charities, as appropriate
  • Develop the philanthropy advisory offering as an income-generating business
  • Follow-up with charities and monitor impact of advised donations to ensure private clients are achieving desired results and understand what their donation has enabled
  • Attend and support pitches, training sessions, and meetings with private client team and professional advisors as part of advisory-led client proposition

PERSON SPECIFICATION

  • Proven track record of relationship building and business development with HNW individuals
  • Experience of providing strategic philanthropy advice
  • Experienced and confident at prospecting and networking with potential new clients
  • Sales or financial experience would be highly desirable
  • Demonstrate ability to successfully negotiate and influence
  • Knowledge of social science research techniques

If interested then please do not hesitate to submit an up to date CV and covering letter, no more than 1 A4 page in length.

Please note that due to the high number of applicants, not all candidates will be responded to.