Join us as a Philanthropy Advisor, part of Private Bank and Wealth Management based in London.
Working within the Private Bank this is a unique and exciting role. The chosen individual will work alongside the Senior Philanthropy Advisor and Philanthropy Executive, based in London, to deliver a world class service which guides and educates high net worth clients, and their families, in relation to their philanthropy. This role will be primarily responsible for UK clients but with some other geographies included, contributing to the strategic development and delivery of the Philanthropy Service proposition over time.
What you will be doing
- Contribute to the outstanding reputation of the Philanthropy Service.
- Guide and educate high net worth clients and their families on strategic philanthropy and charitable giving through one-to-one and family discussions.
- Follow up on appropriate client enquiries, research requests and agreed actions, ensuring a seamless client experience and that all client interactions are appropriately recorded within existing tracking systems.
- Contribute to the development of client-facing content, educational materials, research and thought leadership that support client learning and engagement and enhance the Philanthropy Service's broader thought leadership programme.
- Deliver client events, workshops and podcasts alongside the Senior Philanthropy Advisor to support client learning, engagement and peer-to-peer discussion.
- Represent the Philanthropy Service at internal and external events, either independently or alongside team members.
- Contribute to the education and development of private bankers, wealth advisers and other colleagues, creating materials, presentations and resources that support client engagement and conversations around philanthropy and charitable giving.
- Support the development of relationships with external organisations and subject matter experts to enhance thought leadership, learning opportunities and client education.
- Work closely with Marketing and Internal Communications teams to develop content for digital channels, marketing materials, publications, presentations, newsletters and other client and colleague communications.
- Deliver planned philanthropy activity throughout the year, taking ownership of project management and organisation where appropriate, and building strong collaborative relationships across the business to achieve shared objectives.
- Maintain a strong understanding of developments in philanthropy, donor trends, the wider charitable sector, competitor activity and business priorities, contributing to the ongoing evolution and strategic development of the Philanthropy Service.
- Act as an ambassador for the Philanthropy Service across Barclays Private Bank and the wider business, helping to raise awareness of the Service and identify opportunities to support colleagues and clients.
Essential Skills/Basic Qualifications:
- Relevant degree-level education and experience within a philanthropy service and/or legal, consulting, financial advisory, private banking or corporate charity environment.
- Strong understanding of the philanthropy and/or voluntary sectors, with an appreciation of the needs of clients engaging in philanthropy and charitable giving.
- Experience working with ultra-high-net-worth individuals and families, with the confidence, discretion and emotional intelligence to navigate complex client relationships and multigenerational dynamics.
- Strong interpersonal, organisational and project management skills, with the ability to build trusted relationships, manage multiple priorities and deliver high-quality outcomes.
- Integrity, sound judgement and a high degree of professional discretion.
Desirable skills/Preferred Qualifications
- Master's degree, diploma or professional qualification in philanthropy or a related field.
- Experience developing client-facing content, educational materials, research or thought leadership.
- Excellent communication, presentation and facilitation skills, with the ability to engage and educate internal and external audiences of varying sizes and backgrounds.
- Highly self-motivated and proactive, with the ability to work effectively both independently and as part of a team.
You may be assessed on the key critical skills relevant for success in role such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills.
Purpose
Support and assist Relationship Managers in acquiring, onboarding, servicing and retaining clients to deliver overall business goals, managing complex client situations.
Where required liaise directly with clients regarding complex client requests in respect of various banking and servicing requirements such as onboarding, banking transactions, Investments, credit & digital solutions.
Work closely with Operations and other support functions to deliver positive outcomes for clients.
Accountabilities
Establish strong client and internal relationships alongside relationship managers to ensure high quality service is provided at all times
Responsible for all aspects of clients servicing and service engagement plans. To include leading client service review visits to support and improve client experience
Develop relationships with other areas of the bank; in doing so, they will have joint responsibility with internal colleagues for the end-to-end client experience, ensuring high levels of client satisfaction.
Point of contact for all new account queries, complex servicing requests and a liaison between relationship teams and support/specialist teams
Ensure legal and regulatory standards and internal policies and procedures are adhered to, support relationship managers with risk related activities
Vice President Expectations
To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and escalate breaches of policies/procedures..
If managing a team, they define jobs and responsibilities, planning for the department’s future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements..
If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L – Listen and be authentic, E – Energise and inspire, A – Align across the enterprise, D – Develop others..
OR for an individual contributor, they will be a subject matter expert within own discipline and will guide technical direction. They will lead collaborative, multi-year assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions..
Advise key stakeholders, including functional leadership teams and senior management on functional and cross functional areas of impact and alignment.
Manage and mitigate risks through assessment, in support of the control and governance agenda.
Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does.
Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business.
Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies.
Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions.
Adopt and include the outcomes of extensive research in problem solving processes.
Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes.
All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.
