Private Client Executive

We have an exciting opportunity for you to join our team as our Private Client Executive for Charities Aid Foundation (CAF). You will be an integral part of our award winning team, who collaboratively manage the extensive portfolio of CAF’s Private Clients and is essential to secure the successful delivery of an outstanding and engaging service to our clients.

At CAF you will be joining an international workforce who are passionate about accelerating society’s progress towards a fair and inclusive future for all. We are people centred, driven by innovation and together we are building a leading great and safe place to work.

What you’ll do

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

As our Private client Executive you will:

• To provide proactive client management to CAF’s private client portfolio (CAF Charitable Trusts and the CAF American Donor Fund) within a team of Client Executives
• To develop existing private client relationships, ensuring all clients receive an outstanding service and experience
• To provide support to Senior/Private Client Managers who manage CAF’s Key & VIP Private Clients
• Manage potential new private client business, to increase value and impact of funds into CAF and the charitable sector

Who you’ll be

This role is for you if you have experience of working in Private Clients or have relevant transferable skills and are keen to make a difference to society.

We are looking for:

• Excellent communication skills
• Excellent Customer Service
• Organised, motivated and a team player
• Preferably investment or stock market knowledge

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

About CAF

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.

If you are interested in joining us as our Private Client Executive and being part of an organisation who are people focused and are “Together Building Opportunity” please click on the apply button and you will be redirected to CAF jobs portal where you can find out more about the position and apply.

We would love to hear from you!

Job Reference: JM059