Private Client Manager in Great Kingshill

Job title: Private Client Manager

Job reference number: AL083

Contract: Permanent, full time, 35 hours per week

Location: Kings Hill-based or London-based with hybrid working (minimum 2 days in the office)

Salary: £42,000 - £45,000 per annum (depending on experience)

We’re looking for a talented Private Client Manager to join our Private Client Team at Charities Aid Foundation (CAF).

CAF’s 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. 

What you’ll do

At CAF, every one of us contributes to our impact, and as our Private Client Manager you too will play an integral part in what we do.

This role is an account manager for our Individual CAF Charitable Trust (donor advised fund) clients.

You will work 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.

As our Private Client Manager, you will:

• Become a trusted philanthropy advisor to (U)HNW donors and independent professional advisors
• Achieve a range of stretching KPI’s, focused on achieving outstanding client satisfaction through the delivery of exemplary service
• To support the growth of CAFs private client team by engaging in business development activity to raise the profile of our service

Who you’ll be

This role is for you if you have experience of working with high/ultra-high-net-worth clients or have relevant transferable skills and are keen to make a difference to society.

We are looking for:

• Excellent relationship management skills, ideally with a track record of working with high-net-worth individuals
• Proactive approach to working with clients – capable of anticipating client needs thinking outside the box
• 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
• Able to prioritise work efficiently, handling multiple client requests at once and adapting your schedule as needed when urgent/last minute requests come through

What’s in it for you

At CAF you will receive:

• Permanent hybrid ways of working where roles allow
• Six weeks holiday plus bank holidays
• A wide range of development opportunities to support personal and professional growth
• Pension scheme with better-than-market employer contribution options
• Social impact benefit schemes

For all our employer benefits and to gain an insight into our culture and values, please visit .

Who we are

At Charities Aid Foundation we accelerate social progress by providing essential connections between donors, charities and communities.

We safeguard and deliver vital donations, offer expert advisory services and financial products to donors and charities, and provide tailored charity banking through our award-winning bank CAF Bank.

Our purpose is to enable a better landscape for giving and a fair and sustainable future for all.

Diversity and inclusion

We know that the more diverse and inclusive our organisation becomes, the more creative, effective and impactful we will be.

Our aim is for our workforce to represent the society we serve, and we have embarked upon an ambitious pathway to achieve this.

We want to attract, retain and develop the best of talent at all levels, and provide a leading and great place to work, where every voice matters.

How to apply

The closing date for applications is Monday 8 th July 2024.

We reserve the right to close this vacancy early if we receive sufficient applications for the role.

Applications will only be considered if they include a CV and Cover Letter.

Please use the Cover Letter to explain, with specific examples, how your experience makes you a good fit for the role, as described in the job description.

We welcome applications from everyone who feels they meet the criteria, regardless of age, sex/gender, disability, race, religion, national origin, sexual orientation, marital, veteran or parental status.

Don’t meet every single requirement?

If you’re excited about this role but your experience doesn’t align perfectly, we encourage you to apply anyway.

You may just be the right candidate for this or other roles.

As a Disability Confident Employer, we guarantee to interview disabled applicants who meet the minimum criteria for the role.

Please indicate on the application form if you would like to be considered as part of the Disability Confident Scheme.

To apply for this role you must be able to provide proof of your Right to Work in the UK.

Job Reference: AL083