Charity Relationship Manager — Wealth Management (Hybrid, Bath)

Nigel James Associates Ltd; Bath; Hybrid; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Hybrid work from Bath

Discretionary bonus

Study support

Pension and benefits

Job summary

Nigel James Associates Ltd in Bath is seeking a Charity Relationship Manager to own day-to-day relationship management of charity client book, lead reporting cycles, and present to trustees and investment committees, while coordinating with the investment team. The role offers hybrid working from Bath with national travel, a discretionary bonus, and full study support.

Candidates should have 4–8 years in charity investment management or related trustee-facing roles and a strong network in UK

Qualifications

• Around 4–8 years of experience in charity investment management, investment consulting, OCIO, or trustee-facing client role.
• Experience running reporting cycles and client meetings with a high degree of independence.
• Knowledge of charity investment matters (CC14, endowments, reserves, spending policy, SIPs, manager research, performance reporting, responsible investment).
• Qualified or progressing in Level 6/7 or CISI Wealth Manager; Level 4 considered with commitment.

Responsibilities

• Own day-to-day relationship management of charity client book and be primary contact for trustees.
• Lead quarterly and half-year reporting cycles, present at meetings, and run client reviews.
• Coordinate delivery with investment team on review packs, policy statements, and monitoring.
• Onboard new mandates as won.
• Support business development including pitches and tender documents with the MD.
• Build a presence in charity investment sector through events and connections.

Skills

Charity investment

Investment reporting

Relationship management

Trustee-facing client work

Networking in charity sector

Client-first mindset

Education

CFA Charterholder

CISI Chartered Wealth Manager

Level 4 (with commitment to study)

Job description

Nigel James Associates Ltd in Bath is seeking a Charity Relationship Manager to own day-to-day relationship management of charity client book, lead reporting cycles, and present to trustees and investment committees, while coordinating with the investment team. The role offers hybrid working from Bath with national travel, a discretionary bonus, and full study support.

Candidates should have 4–8 years in charity investment management or related trustee-facing roles and a strong network in UK