Philanthropy Specialist: Central

4 weeks ago

Johannesburg, South Africa Nedbank Full time

**Job Requisition**
- REQ 120563**Job Location**
- Sandton- FAIS Affected- FAIS Affected - Yes**Job Purpose**
- To support clients and their families across Nedbank to achieve their philanthropic aspirations, by providing appropriate philanthropic advice (initial and ongoing) and services, by following a client segment-led approach, spanning: strategic philanthropic advice; structuring advice; wealth management/investment planning advice; selection of suitable grant making providers; trustee and trust administration services; financial accounting and tax services. We are looking for phenomenal individuals (teammates) who are familiar with the charitable landscape and environment in South Africa.**Responsibilities**:

- Adaption of the global approach to philanthropy services to South African specific needs and contribute towards the design and implementation of a structured philanthropy advisory process focussed on the needs of South African clients, with a focus on the bespoke philanthropic needs of UHNW clients.
- Systematic development of business pipeline together with the appointed wealth advisor.
- Establishment and maintenance of a thorough knowledge base and sharing of thought leadership research/access to academics, etc. with a broader team.
- Generation of business stats for monthly reporting of revenue generated by clients utilising our philanthropy services
- Participate in client meetings in support of existing wealth advisors and work closely with segment heads to tap into the broader Nedbank client base to deepen client relationships via our philanthropy offering
- Support clients in determining appropriate philanthropic structures and work closely with fiduciary specialists who provide structuring advice to clients and assist with as an example the drafting of charitable trust deeds, as part of overall estate planning and wealth structuring advice which forms the cornerstone of holistic wealth advice and financial planning advice.
- Deliver high-quality advisory and project management services to clients, such as developing philanthropic strategies and programs, and supporting the implementation of philanthropic objectives
- Work with internal partners and third-party service providers as needed
- Contribute towards the development of marketing material eg client communications, brochures, thought leadership articles etc to raise the profile of our philanthropy offering.
- Arrange philanthropy-related events together with our marketing team for clients and prospects
- Establish and develop personal networks in the philanthropy sector
- Philanthropy implementation scope
- Oversee account opening and operations of client foundations
- Perform grant monitoring and donor reporting where required
- Conduct annual reviews of all philanthropic structures together with the appointed wealth advisor to ensure the viability thereof.
- Contribute to the wider Philanthropy and Wealth Planning teams through preparing reports, attending events, driving philanthropy-related initiatives or undertaking any other duties within the scope, spirit and purpose of the job

**Essential Qualifications**
- Postgraduate Diploma in Management in the field of Philanthropy or studying towards,
- Minimum Postgraduate Diploma in Financial Planning
- Preferred Qualification- Degree - preferably a BCom- Essential Certifications- FPI (Financial Planning Institute) membership

**Preferred Designations**
- CFP®
- FPSA®
- FAIS
- TEP

**Preferred Professional Memberships**
- FPI
- FISA
- STEP

**Minimum Experience Level**
- 3 years working experience in the wealth management industry with specific experience working in the UHNW segment and advising UHNW families on how to manage or structure their philanthropic endeavours. Additionally, a track record in philanthropy or grant-making, with broad knowledge of philanthropic trends, philanthropic structures/vehicles, regulatory requirements and impact measurement frameworks will be an advantage.**Technical / Professional Knowledge**
- Excellent report writing skills
- Methodical and meticulous attention to detail
- Ability to analyze statistics
- Ability to conduct research
- Good understanding of compliance issues
- Good time management skills
- Excellent interpersonal and IT skills
- For any assistance or more info please contact the Nedbank Recruiting Team
- +27 860 555 566- Eswatini- 061 295 2155 / 061 129 2036- Lesotho- 061 295 2155 / 061 129 2036- Namibia- 0860 275 622 / Option 3- Zimbabwe

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