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Philanthropy Advisor
This job description appears to include details for two roles—a Philanthropy Advisor in Private Bank and Wealth Management and a Vice President position (presumed in Banking Operations). I’ve structured the description to highlight each distinctly while preserving content. Let me know if you’d prefer them merged or split further!
Philanthropy Advisor
Location: London Department: Private Bank and Wealth Management
Join us as a Philanthropy Advisor, supporting high-net-worth clients in shaping impactful giving strategies. With the Philanthropy Service, your role is to equip clients and their families with expertise to align their philanthropic efforts with purpose—from education and strategy to influencing meaningful partnerships.
About the Role
The Philanthropy Service specialises in guiding clients through philanthropic journeys, addressing questions ranging from structuring generosity to navigating family dynamics and impact assessment. Leveraging market knowledge and partnerships, this role empowers clients to create lasting change while ensuring an outstanding advisory experience.
Key Purpose:
- Serve as a trusted advisor to high-net-worth clients, educating them on charitable giving strategies, family succession, and selecting impactful partners.
- Contribute to the growth and provision of thought leadership materials to educate clients and peers.
- Maintain a UK-centric focus with limited cross-geography engagement.
- Collaborate strategically to advance the Philanthropy Service’s reputation and client outcomes.
What You Will Be Doing
Your primary responsibilities include:
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Client Advisory & Education
- Advise clients on philanthropy’s role, focus, financing structures, and family engagement.
- Research and provide insights to complement in-house client education library.
- Develop educational materials for broader client reach.
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Client Relations & Experience
- Respond to client needs with efficient updates, cross-referencing requests with existing systems.
- Organise events, podcasts, or webinars to foster community among philanthropists.
- Speak at internal/external forums or events individually or alongside the Head of Philanthropy.
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Internal Collaboration & Knowledge Share
- Train relationship managers, wealth advisers and private banking associates on integrating philanthropic solutions.
- Partner with marketing teams to produce elevated content (e.g., blogs, newsletters, pitch books).
- Strengthen strategic alliances with charities, NGOs, or academia to enrich legal/knowledge offerings.
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Operational Leadership
- Drive annual philanthropy initiatives, managing projects from inception to completion.
- Monitor philanthropy trends and competitors to guide service development.
- Resolve client queries with compliance and risk mitigation integrity.
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Areas of Accountability & Responsibility
Essential Skills & Qualifications
- A relevant degree qualification (e.g., finance, business, legal, philanthropic studies).
- Proven experience in an advisory role (e.g., philanthropy, consulting, private banking, or corporate charity services).
- Experience in legal frameworks (tax, trust structures, donations law).
- Deep Sector Knowledge: Passion and expertise in philanthropic initiatives, charitable organisations, or similar fields.
- Client-Facing: Extensive experience educating clients on complex giving strategies.
- Public Speaking: Confidence presenting to diverse audiences internally (team meetings) and externally (symposia).
Desirable Skills
- Communication: Exceptional written/oral skills to command compassionate authority with diverse stakeholders.
- Initiative & Autonomy: Thrives independently with tight deadlines and limited oversight.
- Organisation: Strong proactiveness in aligning tasks with broader goals.
- Empathy: Interpersonal sensitivity to navigate familial dynamics in giving decisions.
- Multidisciplinary Fluency: Familiarity with tools (e.g., CRM systems, estate planning software) is a plus.
Performance Metrics
You’ll be assessed on:
- Client satisfaction via engagements, recurring education/referrals.
- Quality of kationale and persuasiveness in materials created.
- Thought leadership visibility in internal/external publications.
- Efficient project management and cross-departmental coordination.
Vice President – [Banking/Client Advisory Operations]
Base: London
The role aligns with Barclays’ Vice President expectations and supports the bank’s core missions: advocating for client growth, onboarding, servicing, and retention while managing complex client interactions. You will take ownership of evolving banking practices, ensuring consistency in service delivery and enabling growth through analytical rigour and collaboration.
Key Domain Focus
- Lead account servicing strategies for high-net-worth clients, prioritizing legal/regulatory compliance and risk management.
- As a trusted liaison, engage directly with stakeholders to resolve operational complexities (e.g., digital banking, credit, investments).
- Maintain a holistic perspective for client outcomes, sharing joint responsibilities with Relationship Managers for seamless coverage.
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What You’ll Be Delivering
Client Engagement & Retention
- Service Excellence: Routinely conduct client reviews to enhance experience through tailored solutions.
- Development Networks: Collaborate with teams (operations, investment finance staff) to ensure end-to-end client career.
- Complex Issue Resolution: Handle new-account queries, transactional challenges, or escalations as client advocate.
Operational Leadership & Governance
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Policy & Compliance: Abide by and champion legal standards; support risk activities, audits.
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Strategic Scaling: Contribute to long-term risk mitigation and process improvements.
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Relationship Bonding: Build transparency and liaise externally to gather insights or update clients on account needs.
Core Accountabilities
- Incase Management: Ensure policies, governance frameworks, and regulatory adherence.
- Stakeholder Coaching: Mentor staff on high-value service practices and ally initiatives.
- Process Confirmation: Review workflows for efficiencies and develop step changes aligning with Stacey’s goals.
Required Managerial Behaviours & Accountability
Individual Contributor or Team Leader
- Strategic Thinking: Evaluate data, propose innovations, and validate decisions ensuring peak value—for clients and Barclays.
- Tech & Risk Literacy: Leverage big data, automation, and analytical tools to support decision-making.
- Innovative Problem-Solving: Lead multi-year initiatives or conduct pilot programs that exhibit strategic foresight.
Leadership Behaviours (for Team Owners)
Demonstrate Barclays LEAD behaviours to foster business agility and workplace excellence:
- L Listen & be Authentic: Build trust by proactively understanding stakeholder needs.
- E Energise & Inspire: Motivate teams through inclusive goal-setting and transparency.
- A Align Across the Enterprise: Collaborate transparently with cross-functional teams from ideation to solution.
- D Develop Others: Coach talent thereafter, reputing learning with tangible player progress.
Scoping Alignment with Barclays Values & Mindset
Adhere to the Barclays Values (Respect, Integrity, Service, Excellence, Stewardship) and the Barclays Mindset (Empower, Challenge, Drive) to set a performance benchmark for peers and clients.
Note: Applications for these roles must emphasize your alignment with Barclays’ culture, risk disciplines and iambient for growth and operational innovation.
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