Senior Philanthropy Advisor, ANZ

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Bank Jobs
1 month
Australia
New South Wales
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ID: 884340
Published 1 month ago by UBS
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In Bank Jobs category
Sydney, New South Wales, Australia
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Australia
Business development
Group Functions
Job Reference #

320933BR
City

Sydney
Job Type

Full Time
Your role

Your responsibilities cover:
Develop and execute both global and regional initiatives such as UBS Collective Impact, Social Finance initiative and strategic partnerships
Adaption of global approach to philanthropy services to Australia/New Zealand specific needs and implementation of a structured philanthropy advisory process focused on the needs of clients from GWM, IB and AM
Systematic development of business pipeline (CA/ bankers education/CRGs/client events/education/positioning)
Generation of business results revenues generated by clients involved in philanthropy services once the offering is established.
Establishment of thorough knowledge base and thought leadership (research/access to academics, etc.)
Work with local management to position the business more positively in the industry
Your team

UBS Social Impact and Philanthropy is a global team of experts bring our clients’ social impact vision to life. With a team of close to 150 philanthropy experts around the globe, we can support your clients wherever their philanthropic objectives lead.

UBS Social Impact and Philanthropy is a unique award-winning 1 offering that partners with clients to maximize their impact locally, nationally and globally. We provide comprehensive advice, insight experiences and execution services, and employ an investment-based approach to deliver solutions to pressing social and environmental issues.

We are seeking an experienced professional to join the Social Impact and Philanthropy team Australia and New Zealand. The role holder will focus on Philanthropy Advisory and will be responsible for advising clients on philanthropy strategy, business growth planning and approach towards social outcome and impact.
Your expertise

We are looking for a strong team-player who can succeed in a dynamic, global environment and is capable of working on a broad spectrum of challenges with multiple stakeholders.

As an experienced professional with proven track record in both, business development and philanthropy, you are expected to establish UBS philanthropy capabilities to position our bank as leading provider of philanthropy services within Australia and New Zealand

The successful candidate should have:
Industry experience: philanthropy with experience in advising family office, institutional clients how to manage or structure their philanthropic engagements
A proven track-record in business development (strategy, planning, leadership, stakeholder management communication)
Able to act as a team player (able to work with and through teams and to engage external stakeholders)
Be creative and have strong social and presentation skills.
Be flexible and resilient to stressful situations.

#LI-TC1
About us

UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

We have a presence in all major financial centers in more than 50 countries.
Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Contact Details

UBS Business Solutions SA
UBS Recruiting
Disclaimer / Policy statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
  Read more

Published on 2025/09/10. Modified on 2025/09/10.

Description

Australia
Business development
Group Functions
Job Reference #

320933BR
City

Sydney
Job Type

Full Time
Your role

Your responsibilities cover:
Develop and execute both global and regional initiatives such as UBS Collective Impact, Social Finance initiative and strategic partnerships
Adaption of global approach to philanthropy services to Australia/New Zealand specific needs and implementation of a structured philanthropy advisory process focused on the needs of clients from GWM, IB and AM
Systematic development of business pipeline (CA/ bankers education/CRGs/client events/education/positioning)
Generation of business results revenues generated by clients involved in philanthropy services once the offering is established.
Establishment of thorough knowledge base and thought leadership (research/access to academics, etc.)
Work with local management to position the business more positively in the industry
Your team

UBS Social Impact and Philanthropy is a global team of experts bring our clients’ social impact vision to life. With a team of close to 150 philanthropy experts around the globe, we can support your clients wherever their philanthropic objectives lead.

UBS Social Impact and Philanthropy is a unique award-winning 1 offering that partners with clients to maximize their impact locally, nationally and globally. We provide comprehensive advice, insight experiences and execution services, and employ an investment-based approach to deliver solutions to pressing social and environmental issues.

We are seeking an experienced professional to join the Social Impact and Philanthropy team Australia and New Zealand. The role holder will focus on Philanthropy Advisory and will be responsible for advising clients on philanthropy strategy, business growth planning and approach towards social outcome and impact.
Your expertise

We are looking for a strong team-player who can succeed in a dynamic, global environment and is capable of working on a broad spectrum of challenges with multiple stakeholders.

As an experienced professional with proven track record in both, business development and philanthropy, you are expected to establish UBS philanthropy capabilities to position our bank as leading provider of philanthropy services within Australia and New Zealand

The successful candidate should have:
Industry experience: philanthropy with experience in advising family office, institutional clients how to manage or structure their philanthropic engagements
A proven track-record in business development (strategy, planning, leadership, stakeholder management communication)
Able to act as a team player (able to work with and through teams and to engage external stakeholders)
Be creative and have strong social and presentation skills.
Be flexible and resilient to stressful situations.

#LI-TC1
About us

UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

We have a presence in all major financial centers in more than 50 countries.
Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Contact Details

UBS Business Solutions SA
UBS Recruiting
Disclaimer / Policy statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
 
UBS
UBS
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