Perpetual Limited | Philanthropy Services Manager, Perpetual Wealth Management | Australia

vor 1 Tag


Central Coast, Österreich Tideri Jobbörse Vollzeit

Philanthropy Services Manager, Perpetual Wealth Management Apply locations Sydney time type Full time posted on Posted 5 Days Ago job requisition id R7329
More Time Off for What Matters: Enjoy up to 6 weeks of leave
Flexible Work Environment: Work where you work best – whether in the office or from home.

Attractive salary package
Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.

An exciting opportunity to be part of the wider Perpetual Wealth Management business and join as Philanthropy Services Manager.

The role of Philanthropy Services Manager is focused on delivering exceptional client service to a book of philanthropic clients and supporting strategy and identify opportunities to grow philanthropic and not-for-profit client base.

About the role Join our dynamic team at Perpetual Wealth Management
As a Philanthropy Services Manager, you will:
Support philanthropists in the creation and execution of their granting strategies Attend nominated trust meetings to provide governance, distribution and sector expertise Actively support strategies to attract and acquire clients through the delivery of philanthropic and not-for-profit products and services.
Ensure financial advisers and other key internal roles are trained in various philanthropic structures, and proactively assist advisers to seek business development opportunities from their existing clients and contact networks Ensure compliance with internal and external regulations, relevant legislation (including relevant tax law), and general fiduciary/client duties and responsibilities About you We're looking for someone with:
Minimum of 3 years' experience in client facing or relationship management role Experience working in and/or with not-for-profit or philanthropic organisations Pitches and presentation experience A proven excellence in written and verbal communications skills A proven ability in relationship management Attention to detail and ability to manage multiple priorities How we work Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact which drive our approach of day-to-day interactions with colleagues and clients; the way we approach decision-making to the questions we ask and the problems we solve.

Employee benefits Work from anywhere in Australia for up to one month each year.
An annual allowance to empower you to prioritise your personal wellbeing.
Access to LinkedIn learning, study support and commitment to supporting professional development.
We have partnered with Jawun for over 10 years supporting regional Indigenous organisations.
Diversity and inclusion WGEA Employer of Choice for gender equality since 2018.
Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy.
A growing number of employee-led networks who work to raise awareness and drive continued change.
We support over 50 First Nations Communities, helping to secure the communities future.
We encourage applications from Aboriginal and Torres Strait Islander People.
We're committed to creating an inclusive workplace where diversity is celebrated.
No matter your background or circumstances, we aim to provide an environment where you can thrive.

*** Perpetual strongly encourages our employees to be vaccinated for COVID-19 for the safety of our team and stakeholders.
Some roles may require that full vaccination is maintained for the safety and well-being of our clients.
If this is applicable to the role that you have applied for, we will ask you to share your status as part of the application process.
You will be provided with the relevant information during the recruitment process if you are currently not up to date with your vaccinations or are medically exempt.

#J-18808-Ljbffr


  • Head Of Legal

    vor 2 Monaten


    Central Coast, Österreich Perpetual Limited Vollzeit

    Head of Legal (Perpetual Wealth Management) Location: Sydney Time Type: Full time Posted On: 5 Days Ago End Date to Apply: November 29, 2024 (30+ days left to apply) Job Requisition ID: R7384 More time off for what matters: Enjoy up to 6 weeks of leave Flexible work environment: Work where you work best – whether in the office or from home. Perpetual...

  • Head Of Legal

    vor 2 Monaten


    Central Coast, Österreich Perpetual Limited Vollzeit

    Head of Legal (Perpetual Wealth Management)Location: SydneyTime Type: Full timePosted On: 5 Days AgoEnd Date to Apply: November 29, 2024 (30+ days left to apply)Job Requisition ID: R7384More time off for what matters: Enjoy up to 6 weeks of leaveFlexible work environment: Work where you work best – whether in the office or from home.Perpetual Group is an...


  • Central Coast, Österreich Tideri Jobbörse Vollzeit

    More Time Off for What Matters: Enjoy up to 6 weeks of leave Flexible Work Environment Great opportunity to be part of a high performing team at Perpetual Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and...


  • Central Coast, Österreich Perpetual Limited Vollzeit

    Accounts Management Officer - Perpetual Corporate TrustApplyLocations: SydneyTime Type: Full timePosted On: Posted 4 Days AgoJob Requisition ID: R7319More Time Off for What Matters: Enjoy up to 6 weeks of leaveFlexible Work Environment: Work where we work best – whether in the office or from home.2 year Max Term ContractPerpetual Group is an ASX-listed...


  • Central Coast, Österreich Tideri Jobbörse Vollzeit

    Head of Legal (Perpetual Wealth Management) Location: Sydney Time Type: Full time Posted On: 5 Days Ago End Date to Apply: November 29, 2024 (30+ days left to apply) Job Requisition ID: R7384 About Perpetual Group Perpetual Group is an ASX-listed company (ASX: PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three...


  • Central Coast, Österreich Buscojobs Vollzeit

    Associate, Adviser Support - Perpetual Wealth ManagementLocation : SydneyTime Type : Full timePosted on : Posted 5 Days AgoJob Requisition ID : R7455Based in Sydney CBD - Hybrid working arrangementOpportunity to grow your career within a collaborative and supportive teamAn attractive salary packagePerpetual Group is an ASX-listed company (ASX : PPT)...


  • Central Coast, Österreich Tideri Jobbörse Vollzeit

    Trust Accountant - Perpetual Corporate Trust Apply locations Sydney time type Full time posted on Posted 5 Days Ago job requisition id R7515 A 12-Month Max term Contract opportunity with Perpetual Corporate Trust Flexible Work Environment: Work where you work best – whether in the office or from home. Work with global institutional investors and clients....


  • Central Coast, Österreich Tideri Jobbörse Vollzeit

    Accounts Management Officer - Perpetual Corporate Trust Apply Locations: Sydney Time Type: Full time Posted On: Posted 4 Days Ago Job Requisition ID: R7319 More Time Off for What Matters: Enjoy up to 6 weeks of leave Flexible Work Environment: Work where we work best – whether in the office or from home. 2 year Max Term Contract Perpetual Group is an...


  • Central Coast, Österreich Tideri Jobbörse Vollzeit

    Senior Engineer/Tech Lead (Backend) – Perpetual Digital Apply locations: Sydney Time type: Full time Posted on: Posted 4 Days Ago Job requisition id: R6176 Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management,...

  • Philanthropy Manager

    vor 3 Wochen


    Gold Coast, Österreich Australasian Registrars Committee Vollzeit

    Position OverviewWe are seeking a passionate and experienced Philanthropy Manager who will report to the Director, Gallery & Visual Arts, and work closely with senior roles across the business to identify and grow funding opportunities to support the exhibition and key engagement strategic objectives.The Philanthropy Manager will drive HOTA Gallery's...

  • Philanthropy Manager

    vor 1 Monat


    Gold Coast, Österreich Tideri Jobbörse Vollzeit

    Position Overview We are seeking a passionate and experienced Philanthropy Manager who will report to the Director, Gallery & Visual Arts, and work closely with senior roles across the business to identify and grow funding opportunities to support the exhibition and key engagement strategic objectives.The Philanthropy Manager will drive HOTA Gallery's...


  • Central Coast, Österreich Tideri Jobbörse Vollzeit

    Head of Distribution (Wealth Management) We are proud to partner with this reputable Wealth Management Group in recruiting a newly created 'Head of Distribution ' to continue the growth of their client base across Australia.You will play a key role in developing and executing on the strategic growth plans with the support of two state-based Business...

  • Wealth Manager

    vor 3 Wochen


    Central Coast, Österreich Tideri Jobbörse Vollzeit

    How to Become a Wealth Manager in Australia: Careers in Financial Planning A career as a Wealth Manager offers a unique opportunity to guide individuals and families in achieving their financial goals.Wealth Managers play a pivotal role in managing clients' investments, assets, and financial strategies, ensuring that their wealth is not only preserved but...


  • Central Coast, Österreich Carrick Aland Group Vollzeit

    Looking for a career in Wealth Planning?Client Services Assistant role based in Dalby QLDKey pointsWe are seeking an entry-level candidate to join our Wealth Planning team in our Dalby officeThis role would suit an Administrator with limited financial services experienceOn-the-job learning whilst developing the in-depth knowledge needed to progress through...


  • Central Coast, Österreich Tideri Jobbörse Vollzeit

    Help Desk & IT Support (Information & Communication Technology) Contract/Temp Morgans is Australia's largest full-service stockbroking and wealth management network providing a range of wealth management, investment advice and corporate finance services.We pride ourselves on our people, expertise, core values, and diversity.The opportunity This is an...


  • Central Coast, Österreich St Trinity Property Group Vollzeit

    North Strathfield, Australia | Posted on 04/02/2024 The Wealth & Property Investment Advisor will be responsible for providing financial guidance and advice to clients in the areas of wealth management and property investment.This includes assessing clients' financial situation, risk tolerance, and investment goals, as well as recommending and implementing...


  • Gold Coast, Österreich Wealth Hub Australia Vollzeit

    Full timeAre you a high-performing Senior Investment Strategist with a stellar record in property wealth creation?An exceptional opportunity awaits you at Wealth Hub Australia, a company recognized for its industry excellence since 2018 and currently experiencing unprecedented growth.We are seeking a Senior Investment Strategist to join our esteemed...


  • Central Coast, Österreich Tideri Jobbörse Vollzeit

    North Strathfield, Australia | Posted on 04/02/2024 The Wealth & Property Investment Advisor will be responsible for providing financial guidance and advice to clients in the areas of wealth management and property investment.This includes assessing clients' financial situation, risk tolerance, and investment goals, as well as recommending and implementing...


  • Gold Coast, Österreich Australia And New Zealand Banking Group Limited Vollzeit

    Department: Private AdviceDivision: Australia CommercialLocation: BroadbeachAbout UsAt ANZ, we're shaping a world where people and communities thrive, driven by a common goal: to improve the financial wellbeing and sustainability of our millions of customers.About the RoleThe purpose of the Private Wealth Associate role is to support the efficient and...


  • Gold Coast, Österreich Wealth Hub Australia Vollzeit

    Full timeAre you a high-performing Senior Investment Strategist with a stellar record in property wealth creation? An exceptional opportunity awaits you at Wealth Hub Australia, a company recognized for its industry excellence since 2018 and currently experiencing unprecedented growth. We are seeking a Senior Investment Strategist to join our esteemed...