The Chartered Institute for Securities & Investment (The CISI)
Senior Relationship Manager
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Based in the City of London and remotely Salary: £46,000 - £55,000 per annum Plus £7.5% company pension contribution A travel allowance of £2,500 per annum Hybrid working arrangements Discretionary Bonus
As a key member of the CISI Business Development team, you will look to expand on your expert knowledge and experience of wealth management and financial advice firms to ensure we deepen existing relationships with firms in the sector. You will bring industry connections and enjoy driving new business development within the profession, expanding our membership base and growing revenue streams from new and established clients for the CISI.
Key Responsibilities:
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Client Relationship Management Develop existing key member firms to reinforce CISI’s offerings with the goal of becoming a trusted partner, deepening relationships and expanding membership within the firms. This will entail developing a network of contacts, including at a senior level, within organisations. Specifically, but not exclusively, you will focus on Wealth Managers and advisers, seeking to fully understand their challenges and requirements and help position CISI as the professional body of choice for the sector.
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Lead Generation & Membership Growth Proactively identify and engage potential members and corporate partners within the financial sector through targeted outreach, networking and strategic campaigns. Develop and maintain a robust pipeline of prospects, converting leads into active members and qualifications sales. Collaborate with Marketing and Global Learning teams to design initiatives and products that attract new audiences and promote CISI’s value proposition. Using your experience and network, this will focus largely on the wealth and advice firms.
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- Internal Collaboration & Intelligence Gathering Work closely with the Customer Support team and account managers to gather up-to-date account intelligence, including product usage, client feedback and emerging needs. Share insights across teams to support cross-functional initiatives and ensure client satisfaction. Become an internal expert and advocate for our Wealth offering.
Support broader Client Relationship Management functions – including, but not limited to, supporting regional committees and forums
The following skills and experience are required:
- 5+ years’ experience in a Client Relationship Management role
- 5+ years’ experience with Wealth Management/Financial Advice firms
- Experience chairing meetings
- Experience with networking in the Wealth Management sector
- Strong organisation and time management skills, with the ability to prioritise your own workload and work independently.
- Strong interpersonal skills; you will be liaising with external firms and networking at events
- Strong IT skills – word, excel, and familiarity with databases.
- Attention to detail and able to work to deadlines.
- Strong presentation skills - Please also let us know if you have experience presenting at universities.
We offer a competitive remuneration package, which includes:
- 7½% company pension contribution into a personal pension, in addition to your own contribution of 1½% via salary exchange
- Life insurance and income protection insurance
- A Wellness Allowance of up to £30 a month
- 25 days annual leave and additionally the Institute closes for three days between Christmas and New Year.
- A travel allowance which has a value of £2,500 per annum
- Hybrid working arrangements (minimum of three days in the office)
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Candidate Adjustments
At CISI we encourage applications from a neurodiverse workforce so please do reach out to HR@cisi.org to discuss reasonable adjustments if required. Our London office is open plan with agile desk booking; however, we are able to arrange reasonable adjustments for candidates that require a fixed working space.
We value the contribution that employees with different views and experience bring to the Institute and are committed to promoting equality, inclusion and diversity. We hope to receive applications from a wide range of talented people irrespective of their race, religion or belief, gender, age, gender identity, neurodiversity, disability, sexual orientation, ethnic origin, political belief, social class, relationship status or caring responsibilities.
The Chartered Institute for Securities & Investment is the leading professional body for securities, investment, wealth and financial planning professionals. Formed in 1992 by London Stock Exchange practitioners, we have a global community, which aims to promote high standards of competence and integrity to more than 40,000 members in 116 countries. We are also the main examining body for the sector, offering our internationally recognised exams globally.
Its purpose is “To champion lifelong learning and integrity, raising individual standards of knowledge, skills and behaviour globally to enhance public trust and confidence in financial services.”
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