Philanthropy Advisor

Role Overview

Join us as a Philanthropy Advisor, part of Private Bank and Wealth Management based in London. This unique and exciting role is part of Private Bank, serving high net worth clients and their families. You will work alongside the Senior Philanthropy Advisor and Philanthropy Executive, delivering a world class service that guides and educates clients in relation to their philanthropy. The role is primarily responsible for UK clients, with some other geographies included, contributing to the strategic development and delivery of the Philanthropy Service proposition over time.

Responsibilities

• 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.

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.