Relationship Manager

As a Relationship Manager, you'll be at the heart of everything we do - managing key client accounts and playing a vital role in delivering first-class service to our HNW clients. Your responsibilities will include:

• Client Management: Build meaningful relationships with clients, ensuring they receive world-class service as you manage their Collective Fund and Donor Advised Fund accounts.
• Financial Administration: Oversee finances, from book-keeping to banking, cashflow, and payments. You'll provide clients with accurate and timely donation summaries and statements.
• Strategic Development: Help shape the future of our services by developing innovative strategies to enhance client experiences and grow our donor base.
• Due Diligence & Compliance: Ensure all client activities align with UK charitable law and Charity Commission regulations, safeguarding the integrity of the funds we manage.
• Team Collaboration: Work closely with our processing and compliance teams, ensuring smooth service delivery and a seamless client journey.
• Grow Our Reach: Be part of our exciting growth, working with the team to expand our DAF and Collective Fund clients, while managing day-to-day client interactions.
  
  You are a detail-oriented powerhouse with a flair for administration and communication. You're passionate about making a difference and thrive in dynamic environments. Here's what we're looking for:
• A confident communicator who knows how to engage with HNW clients and isn't afraid to take ownership of conversations - whether it's over the phone or at events.
• Someone with professional experience, whether through internships or a similar role, who is ready to dive in and help us grow.
• A master of organisation and multitasking, with meticulous attention to detail and the ability to manage multiple projects under pressure.
• A tech-savvy individual, proficient in Microsoft Office and quick to learn new systems, who thrives on solving problems.
• A team player with a collaborative spirit who will work with us to create effective processes and ensure our clients are always looked after.
• Above all, you're proactive, self-motivated, and ready to roll up your sleeves to help our clients achieve their philanthropic goals.
  
  Are you ready to be a key player in an entrepreneurial charity that's shaking up the philanthropic world? Prism the Gift Fund (Prism) is on a mission to dramatically increase the flow of charitable funds to causes worldwide, and we want YOU to be a part of it. If you're driven, organized, and ready to make a real difference, this is your opportunity to work with High Net Worth (HNW) clients and dynamic teams who are passionate about changing the world.
Why Prism? Prism is a UK registered charity, backed by an exceptional team of professionals. We work with individuals, groups, and foundations who want to make significant global contributions, offering them bespoke services to channel their giving. Recognized for our cutting-edge philanthropic approach, we've won Philanthropy Offering/Initiative of the Year at the WealthBriefing European Awards 2024 and Outstanding Contribution to Wealth for Good Initiatives at the WealthForGood Awards 2024. Since our inception, we've handled nearly £700m in donations and distributed £330m to causes worldwide. In 2023 alone, we brought in £115m and disbursed £69m globally. This is your chance to be part of a fast-growing charity that is pushing boundaries and redefining philanthropy!, Becoming a Relationship Manager at Prism means more than just a job - it's a chance to work with trailblazers in the charity sector. You'll gain hands-on experience with elite clients, contribute to meaningful global change, and see firsthand the impact of your work. You'll join a fast-paced, award-winning team and be part of something truly transformative.