Charitable Trusts Liaison

6 days ago

Melbourne, Victoria, Australia beBeePhilanthropy Full time $120,000 - $180,000

Build relationships with Co-Trustees across a range of Charitable Trusts to drive business growth and transformation.

Our client is a leading financial services organisation with a skilled team of specialists committed to delivering exceptional outcomes for clients. We are seeking a Relationship Manager, Philanthropy who will be assigned to maintain and develop relationships with key stakeholders as the business continues to evolve.

**Key Responsibilities:**

  • Build and manage relationships with key clients;
  • Collaborate with business teams and external stakeholders to deliver on client needs;
  • Ensure accurate and compliant portfolio reports;
  • Handle fiduciary duties and governance requirements;
  • Support team growth through knowledge sharing and advocate team culture and values.

**Requirements:

• Tertiary qualifications in Wealth Advisory/Finance or similar fields; • 10 years' experience in relationship management within financial services; • Demonstrated skill in handling portfolio construction and administration; • Exposure working with social sectors beneficial; • Sound knowledge of Australian and international investment markets; • Process-driven with impeccable attention to detail; • Exceptional verbal and written communication skills.

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