The Opportunity
This is a rare opportunity to help shape and grow Mutual Trust's philanthropy presence in Western Australia, combining strategic philanthropy advice with relationship and business development. Based in our Perth office, you'll advise clients on their philanthropic aspirations, helping them develop their giving strategy, establish effective structures and governance, and put their plans into action in a considered and meaningful way. Alongside your client work, you'll play an important role in growing our presence in the WA market. You'll build relationships and networks across the philanthropic and professional community, identify and develop new opportunities, and contribute to the continued growth of Mutual Trust's philanthropy offering. As part of our national Philanthropy team, you'll work closely with specialists across Mutual Trust to bring together the expertise required to support each client's philanthropic goals. We are open to discussing a part time or full-time appointment ********** FTE), with a preference for 3 to 4 days per week.
What You'll Do
Provide strategic philanthropy advice to high and ultra-high net-worth-clients
Help clients define their philanthropic purpose, strategy and priorities
Advise on the establishment, governance and ongoing management of philanthropic structures
Lead the delivery of philanthropy engagements, from initial strategy through to implementation
Build and maintain trusted, long-term client relationships
Identify, develop and convert new business opportunities across the WA market
Build relationships with professional advisers, charities and the broader philanthropic community
Work with specialists across Mutual Trust to deliver integrated solutions that support clients' philanthropic goals and what matters most
Contribute to thought leadership and market activity that builds Mutual Trust's philanthropy profile in WA
About You




You are an experienced philanthropy professional with strong commercial, relationship management and business development capability. You know how to build trusted relationships, identify opportunities and convert them into meaningful, long-term engagements.
You bring:
5+ years' experience in philanthropy, with broad knowledge of the sector and philanthropic practice
Proven business development capability, with a track record of identifying, developing and winning new business
Extensive relationship management experience and the ability to build trusted relationships with high-value clients and stakeholders
Established professional networks and the ability to develop recent relationships and opportunities in the WA market
Experience developing philanthropic strategies and translating philanthropic goals into practical outcomes
Knowledge of charitable structures, governance and the regulatory environment for philanthropy
Well-developed facilitation skills and the confidence to lead complex discussions involving multiple stakeholders
High emotional intelligence, sound judgement and the ability to navigate sensitive and complex matters
Relevant tertiary qualifications in Accounting, Business, Law or a field related to social impact or community development
Experience working with high and ultra-high net worth individuals or families, private foundations, trusts or as a professional adviser will be highly regarded,



as will an understanding of the accounting and taxation concepts relevant to charitable giving and philanthropic structures.
Culture & Benefits
Joining Mutual Trust offers you the opportunity to enjoy:
Supportive flexible work arrangements.
Opportunity to purchase up to four weeks' additional leave each year.
Inclusive and equitable culture - proudly recognised as an Employer of Choice for Gender Equality (Workplace Gender Equality Agency).
Award winning industry leadership - winner of the Euromoney Private Banking Awards **** - Australia's Best for Family Office Services.
Professional training and development for staff of all levels.
Yearly health and well-being allowance and ongoing activities.
Employee assistance program that offers free counselling and support for you and your family.
Annual performance payment (based on your performance and Firm-wide results).
Paid community/volunteer days and an award-winning staff giving program.
Reward and Recognition program.
Ongoing staff entertainment.
About Us
Mutual Trust is a Multi-Family Office which provides integrated wealth services to some of Australia's most successful families, family businesses, trustees, not-for-profits and individuals. Our purpose is to help families achieve what matters most.
About Our Team
Mutual Trust has over 250 staff, located across our offices in Perth, Melbourne, Sydney, Brisbane and Adelaide. Our team enjoys a fun and engaging culture. We have diverse roles and opportunities across, wealth management, family office advisory, accounting, tax, agri-business, trustee and philanthropy competencies, supported by a broad corporate team of legal, financial, marketing and P&C; professionals.
Applications close 5pm 23 October ****.
For more information on this role, call Ree Bonganay on ******.
Only applicants with permanent residency or without visa restrictions will be considered.
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📌 Director - Philanthropy (Perth)
🏢 Mutual Trust
📍 Perth