Strategic Wealth Relationship Manager | Hybrid

Strategic Wealth Relationship Manager | Hybrid

Full-Time 45000 - 60000 Β£ / year (est.) No working from home possible
The Chartered Institute for Securities & Investment (The CISI)

At a Glance

  • Tasks: Build and strengthen relationships with wealth and financial advisory firms.
  • Company: Join The Chartered Institute for Securities & Investment, a leader in the finance sector.
  • Benefits: Enjoy a hybrid work model, competitive salary, and opportunities for professional growth.
  • Other info: Dynamic role with excellent career advancement potential.
  • Why this job: Make a real impact by driving new business and expanding membership.
  • Qualifications: 5+ years in CRM and wealth management with strong networking skills.

The predicted salary is between 45000 - 60000 Β£ per year.

The Chartered Institute for Securities & Investment (The CISI) in London is seeking a senior Business Development professional to deepen relationships with wealth and financial advisory firms.

You will drive new business development, expand CISI membership, and grow revenue through partnerships and strategic campaigns.

The role requires 5+ years in CRM and wealth management, with strong networking, presentation, and team collaboration skills.

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Strategic Wealth Relationship Manager | Hybrid employer: The Chartered Institute for Securities & Investment (The CISI)

The Chartered Institute for Securities & Investment (CISI) is an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of London. With a strong commitment to employee development, CISI provides ample opportunities for professional growth and networking within the wealth management sector, making it an ideal place for those looking to make a meaningful impact in their careers.

The Chartered Institute for Securities & Investment (The CISI)

Contact Details:

The Chartered Institute for Securities & Investment (The CISI) Recruitment Team

We think you need these skills to ace Strategic Wealth Relationship Manager | Hybrid

Business Development
Wealth Management
CRM
Networking Skills
Presentation Skills
Team Collaboration
Strategic Campaigns