Senior Philanthropic Advisor

4 days ago


Hong Kong, Central and Western District, Hong Kong SAR China IPS Group Full time

As a Senior Philanthropic Advisor, you will play a key role in helping our UHNW clients achieve their charitable goals. This involves working closely with clients to develop customized philanthropic strategies that reflect their values and ambitions.

The ideal candidate will have a strong understanding of charitable giving strategies, including establishing foundations, endowments, and donor-advised funds. They will also be able to provide expert advice on socially responsible investments and impactful giving.

  • Philanthropic Advisory: Develop customized philanthropic strategies that reflect clients' values and ambitions.
  • Charitable Giving: Provide expert advice on charitable giving strategies, including establishing foundations, endowments, and donor-advised funds.
  • Socially Responsible Investments: Offer curated investment opportunities that align with the financial objectives of your clients.
  • Impactful Giving: Help clients make a lasting impact through strategic charitable giving.

Key Qualifications:

  • Minimum 5+ years of experience in wealth management, financial planning, or private banking with UHNW clients.
  • Strong expertise in philanthropic advisory and charitable giving strategies.
  • A solid, transferable client base with UHNW clients.
  • Proven ability to develop and execute customized financial and philanthropic plans.


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