International Private Bank, Morgan Private Advisory, Philanthropy Advisor – VP, Hong Kong

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:

• Bachelors 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.