C. Hoare & Co. is the United Kingdom’s oldest privately owned bank, founded in 1672.

At the core of our business are the values of honesty and care. Our culture is to operate ethically and with integrity. The bank is both well capitalised and profitable and while standards in banking have come under increasing scrutiny, we have not found it necessary to change our business model or our belief in fairness and independence.

Today the partners of C. Hoare & Co. continue to uphold the family's philanthropic traditions and the bank is an innovator in helping our customers achieve their own philanthropic goals.

The bank seeks an experienced and talented individual to design, develop, delver and grow income under management of the bank’s Master Charitable Trust and other Charitable Trusts.

The Role

• Responsible for the design, development, delivery, and management of Charitable Trusts’ service, including the CHC Master Charitable Trust, in line with agreed Bank strategy.
• Meet and communicate with customers regarding their individual structures.
• Promote meetings with Professional Advisers including lawyers, accountants, investment managers and tax advisors to foster and cement good relationships and identify potential new business opportunities.
• Monitoring Income and expenditure to achieve optimum contribution.
• Assist with staff training as appropriate with specific responsibility for staff who reports directly; conduct individual staff appraisals as agreed including setting goals, targets, and identification of training needs.
• The Person
• Adept and ideally experienced working in a private client environment.
• You will ideally have an understanding and experience with HNW wealth, estate, and tax planning.
• Demonstrable and practical in-depth experience in Charitable Trustee matters with wider knowledge in all Trustee matters preferred. Experience of working with donor advised funds is preferrable.
• Strong leadership, management, and motivational skills.
• Self-motivating/pro-active/someone who wishes to develop constantly their professional capabilities.
• Ability to work in a close team, with an appreciation of the values and culture of the Bank. 
• Ability to develop very effective relationships with all departments in the Bank, with customers and introducers of business.
• Highly articulate, good command of English, both verbal and written, excellent communication and presentation skills.
• Excellent numeracy skills.
• Candidates must be able to demonstrate a strong customer focus and will have common sense, excellent attention to detail and a pride in their work. 

For an informal and confidential discussion, please speak with our advisors at Berwick Partners:

William Pringle
Partner, Head of Charity, Arts, Culture & Heritage Practice

+ 44 20 7518 2635

william.pringle@berwickpartners.co.uk

Closing date for applications: Friday 6^th August 2021