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- Tasks: Build relationships with members, manage events, and enhance membership engagement.
- Company: Join a leading finance organisation focused on member success.
- Benefits: Gain valuable experience, develop professional skills, and network with industry leaders.
- Other info: Dynamic role with opportunities for personal and professional growth.
- Why this job: Make a real impact in the finance sector while growing your career.
- Qualifications: Strong relationship management skills and a passion for business development.
The predicted salary is between 35000 - 45000 £ per year.
The Relationship Manager’s key objectives are to:
- Through relationship building and regular engagement with a portfolio of existing associate members, implement the UK Finance membership proposition to achieve high levels of member engagement as aligned to business and commercial objectives.
- In collaboration with the UK Finance associate membership team, further develop the account management strategy to fulfil existing members’ needs, broaden the scope of relationship with associate members, and profitably increase the associate member and events business streams.
- This will include, although not be restricted to: the origination, implementation and management of targeted briefings, roundtable events, dinners, webinars and reports.
- Working in collaboration with UK Finance policy leads to capitalise on new engagement opportunities for the associate member cohort.
- In collaboration with the wider UK Finance Membership & Governance team, implement and manage an engagement programme which delivers a structured and effective approach to interacting with and securing new associate members.
- Define targets & progress prospects & on-board new associate members.
- Work with the wider policy team and the associate membership team to broaden the Associate membership offering.
- Support the wider UK Finance associate membership offering, including regional visits and meetings.
- Support the associate membership team by raising membership and sponsorship invoices, contributing to forecasting and M.I. reporting.
Duties and responsibilities:
- Develop the UK Finance associate membership proposition: Work in collaboration with the UK Finance Commercial Delivery teams to engage the associate base on topical events.
- Relationship Management Strategy: Work with the Director, Associate Membership to develop, execute and refresh a relationship management strategy and approach relating to associate membership.
- Build and manage relationships with associate members to cement their membership and seek to profitably add value.
- Represent UK Finance at events as required.
- Growing and delivering value to the UK Finance associate membership base: Establish and build a network of relationships with associate member firms and individuals to broaden and deepen the network of relationships and increase the overall membership base.
- Work with the UK Finance Membership & Governance teams to develop and implement an approach to analyse and segment the membership base to better understand members’ priorities, needs and interests.
- Provide intelligence on associate member needs and priorities which can be reflected in new events, products & services.
- Working with the UK Finance Membership & Governance team to ensure the membership proposition is current and attractive by utilising meeting & survey feedback to increase retention & relevance to new sub-sectors.
- New Business: Supporting the achievement of sponsorship targets set out in the budget plan and as agreed with the UK Finance Membership & Governance.
- CRM / Contact management: Utilise & input to the Microsoft Dynamics CRM regarding contact information & meeting notes to assist in managing associate members.
- Assist with recording & collating key associate member partner plans to enable a forward-looking strategic approach.
- Assist with the collating monthly management information as required.
Skills and competencies:
- Expertise in commercial and business development a pre-requisite.
- This is a high-profile role for UK Finance working with senior levels of the associate and full member contacts and firms in the marketplace and related financial services sector.
- Expertise in relationship management principles and practice.
- Sound knowledge of customer segmentation analysis methods.
- Deep experience in building and maintaining relationships with senior industry individuals.
- Experience of account management and establishing an account management structure.
- Familiarity with membership organisations.
- Experience with Power BI, reporting, and digital product management is preferred but not mandatory.
Personal Attributes:
- Excellent command of written and spoken English.
- Proactive.
- Conscientious with strong attention to detail.
- Ability to get on with people at all levels.
Relationship Manager, Associate Membership (12 Month FTC) employer: UK Finance
Contact Detail:
UK Finance Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Relationship Manager, Associate Membership (12 Month FTC)
✨Tip Number 1
Networking is key! Get out there and connect with people in the industry. Attend events, webinars, and roundtables to meet potential employers and showcase your relationship management skills.
✨Tip Number 2
Don’t just wait for job openings to pop up. Reach out directly to companies you’re interested in, like UK Finance, and express your enthusiasm for their associate membership role. A proactive approach can really set you apart!
✨Tip Number 3
Leverage social media, especially LinkedIn, to build your professional brand. Share insights on relationship management and engage with content related to the financial services sector to get noticed by recruiters.
✨Tip Number 4
Make sure to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining the team at UK Finance.
We think you need these skills to ace Relationship Manager, Associate Membership (12 Month FTC)
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Relationship Manager role. Highlight your experience in relationship management and how it aligns with our objectives at UK Finance. We want to see how you can add value to our associate membership proposition!
Showcase Your Skills: Don’t forget to emphasise your expertise in commercial and business development. Mention any relevant experience with account management and customer segmentation analysis. We’re looking for someone who can hit the ground running, so let us know what you bring to the table!
Be Personable: Since this role is all about building relationships, make sure your personality shines through in your application. Use a friendly tone and share examples of how you've successfully engaged with clients or stakeholders in the past. We love seeing candidates who can connect with people at all levels!
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to keep track of your application and ensure it gets the attention it deserves. Plus, you’ll find all the details you need about the role right there!
How to prepare for a job interview at UK Finance
✨Know Your Membership Proposition
Before the interview, make sure you thoroughly understand the UK Finance membership proposition. Familiarise yourself with how it aligns with business objectives and think about how you can contribute to enhancing member engagement. This will show your genuine interest in the role and the organisation.
✨Showcase Your Relationship Management Skills
Prepare examples from your past experiences that highlight your expertise in relationship management. Think of specific instances where you successfully built or maintained relationships with senior industry individuals. Be ready to discuss how you can apply these skills to grow the associate membership base.
✨Demonstrate Your Strategic Thinking
The role requires developing and executing a relationship management strategy. Come prepared with ideas on how you would approach this task. Consider discussing methods for analysing and segmenting the membership base to better understand their needs and interests.
✨Be Ready to Discuss Engagement Opportunities
Think about potential engagement opportunities for the associate member cohort. Prepare to discuss how you would collaborate with policy leads and the wider membership team to create valuable events and initiatives. This will demonstrate your proactive mindset and ability to contribute to the team's goals.