Key Responsibilities:

• Contribute to new business development in collaboration with banking teams and product specialists by providing philanthropic advice. Work across a broad spectrum within the Private Bank, including: individuals and families; private foundations; donor-advised funds; and public charity endowments.

• Advise on best practices in philanthropic giving, including: trends in philanthropy; philanthropic vehicle selection; vision and mission statements; funding guidelines; operating procedures; governance matters; succession issues; and strategic grant making.

• Advise on family-led decision making and coaching of next generation family members.

• Manage ongoing relationships with select clients who require ongoing assistance with grant making or other elements of their philanthropic endeavors.

• Cultivate and sustain a robust professional and community network, leveraging deep knowledge of the target market to build and strengthen relationships with clients and prospective clients.

• Plan, facilitate and speak at donor educational forums, board meetings and other client activities designed to highlight strategic and effective philanthropy.

• Lead / facilitate trainings or meetings with clients and their families.

Required Qualification & Skills:

• Bachelor’s degree required.

• 8+ years’ experience in non-profit organizations, foundations or related fields.

• Sales and marketing experience preferred, especially within the financial industry or client advisory roles.

• Creative problem-solving skills, with the capacity to generate new ideas and adapt to changing needs.

• Strong leadership, clear judgment, and the ability to influence and facilitate effectively.

• Well-established philanthropic professional network in Asia.

• Willingness to travel for business purposes.

Preferred Qualifications & Skills:

• Proven track record of connecting with a broad range of perspectives.

• Demonstrated strength in both written and oral presentation skills in English and Chinese (Mandarin is a plus).

• Experience building trusting partnerships and relationships with internal stakeholders and external networks.

• Desire to work in a dynamic, fast-paced corporate environment, with flexibility to contribute within a small team.

• Prior advisory experience with ultra-high-net-worth clients is a plus.