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:

• 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.