Customer Relationship Manager

2 weeks ago

London, United Kingdom Chartered Institute for Securities & Investment Full time

We are looking for an experienced Customer Relationship Manager, based in London (hybrid working), to join our Financial Planning team.

**Salary**:£35,000 to £40,000pa, depending on your skills

**Contract Type**:Full Time, Permanent

**Customer Relationship Manager Duties**:

- Liaising with key customers, monitoring, and developing these relationships
- Supporting a new client project focusing on Fintech clients and building relationships with Capital Markets clients.
- The key contact for your allocated Regional Membership committees: attending meetings, preparing papers, acting as committee secretary, and leading on membership growth in your regions.
- Delivering presentations to both experienced and graduate professionals
- Liaising with schools, universities and engaging with students.
- Raising awareness our exams and membership offering in line with our purpose to ‘_To champion lifelong learning and integrity, raising individual standards of knowledge, skills and behaviour globally to enhance public trust and confidence in financialservices._’

**Customer Relationship Manager Requirements**:
You must be a self-starter with:

- Energy, personal stature and interpersonal skills to represent the Institute and maintain relationships at all levels
- A proven track record of working successfully with corporate clients, which may include delivering high impact presentations
- A proven track record of delivering results against KPIs
- Excellent organisation skills
- IT skills - Word, Excel and PowerPoint
- At least five years' relevant working experience
- Understanding of the financial services sector preferred, not essential.
- Further education: a degree or equivalent

**Customer Relationship Manager Benefits**:

- 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
- 26 days leave per annum (which includes three days at Christmas)
- A travel allowance after passing probation which has a minimum value of £2,500 per annum
- The option to split your working week between working from home and in the London office after passing probation
- After one year’s service, private medical insurance cover, and annual travel insurance cover
- The option to split your working week between working from home and in the London office
- Discretionary Bonus

**About the Company**:
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 topromote 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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