Summary
Overview
Work history
Education
Skills
Accomplishments
Timeline
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Charlie Rockingham

Charlie Rockingham

London

Summary

As a Relationship Manager at Insignis, I have honed my ability to understand the intricate financial needs of clients and their advisers, delivering bespoke solutions through the Insignis platform. This experience, combined with my recent achievement of passing the CFA Level 1 exam, has solidified my expertise in client relations in the financial sector. I am confident that my proactive approach to client engagement and my dedication to continuous learning would make me a valuable asset to the Third Financial team, contributing to your reputation for excellence and innovation in wealth management.

Overview

10
10
years of professional experience
4
4
years of post-secondary education

Work history

Relationship Manager

Insignis
London
03.2025 - Current

Serving as the primary point of contact for CFOs and treasury teams at FTSE-listed companies, I manage a dedicated client book to meet their complex cash management needs. I liaise with a panel of 51 banks, external partners, and advisers to arrange and obtain optimal outcomes for each client. My strong initiative and success in this role led to my promotion from Corporate Clients Associate to Relationship Manager. My responsibilities now extend to leading key internal and external meetings and representing the company at major industry conferences, including the Association of Corporate Treasurers (ACT). Furthermore, I generate and analyse performance reports to aid senior decision-making and present fortnightly updates on team activity, strategic goals, and achievements to the entire company of c. 160 employees.

Corporate Clients Associate

Insignis
London
01.2023 - 03.2025

Labourer

Charman Watson
Godalming, Surrey
06.2022 - 01.2023

I worked as a labourer for Charman Watson to generate an income while job-seeking, post-graduation.

Chalet Host

Ski Total
Val Thorens, France
12.2018 - 05.2019

Sole host of a 10-person chalet, responsible for budgeting, catering, cleaning, and client care. It taught me how to handle responsibility and pressure and deal with all manner of challenges. I ranked #7 out of 350+ chalets based on client feedback, due to my ability to perform under pressure while working to a higher-than-expected standard. While the hours were long, I learnt very quickly how to properly manage a high workload. It was an incredibly enjoyable and fulfilling experience.

Team Leader

Caper & Berry (Catering)
Godalming, Surrey
06.2017 - 12.2018

Shift work, providing leadership and direction for my team, while ensuring they felt comfortable to work effectively in a high-pressure environment. I worked hard to meet the high expectations of client weddings, conferences and other events.

Work Experience

Morgan Williams
London
06.2016 - 07.2016

Work experience at the London commercial property investment firm Morgan Williams. This gave me a valuable insight to the commercial property market and grew my interest in the industry further.

Work Experience

Bollingbrook
London
05.2015 - 06.2015

Work experience at my father's firm of project managers, quantity surveyors and building surveyors. I had valuable experience of office life at an early age, with an insight into the progression of projects ranging from offices to hotels and residential units.

Education

CFA Level 1 -

CFA Institute
01.2025 - 05.2025

Python Programming Fundamentals -

CFA Institute
01.2025 - 05.2025

Bachelor of Science - Economics & Finance

University of Bristol
09.2018 - 05.2022

A-Levels - Economics (A*), Mathematics (A*) & Physics (A)

Charterhouse School
06.2018

GCSEs -

Charterhouse School

Skills

  • Proficient in MS Excel, PowerPoint & Python for financial applications
  • I am eager to learn and pick up concepts quickly, although I make a conscious effort to be aware of my knowledge level, particularly when interacting with more senior and experienced individuals
  • Strong interpersonal and relationship management skills
  • Highly technologically fluent
  • Capable of translating complex financial concepts to non-technical audiences
  • Hold numerous certificates across AML, compliance, anti-bribery & corruption and more
  • I enjoy working in an office environment I work hard and am respectful of others at all times


Accomplishments

  • Winner of the Oxford Brookes FUEL business awards.
  • Built 3 websites and 2 micro-businesses as personal challenges during lockdown to gain experience, new skills and a sense of achievement. I generated a revenue of c. £14,000, before ceasing operations to focus on my studies as lockdown eased.
  • Rowing Club Captain - Led a club of c. 40 rowers over a 2-year captaincy.
  • Selected twice for the Royal Marines Pringle trophy, based on ability to act individually and as a team member, plus personal fitness and stamina.
  • School Prefect.
  • 400-mile Charity Cycle Ride.
  • I enjoy tennis, cricket, golf, and other team and individual sports. I regularly attend the gym, run, and cycle my commute from Clapham to Liverpool Street.

Timeline

Relationship Manager

Insignis
03.2025 - Current

CFA Level 1 -

CFA Institute
01.2025 - 05.2025

Python Programming Fundamentals -

CFA Institute
01.2025 - 05.2025

Corporate Clients Associate

Insignis
01.2023 - 03.2025

Labourer

Charman Watson
06.2022 - 01.2023

Chalet Host

Ski Total
12.2018 - 05.2019

Bachelor of Science - Economics & Finance

University of Bristol
09.2018 - 05.2022

Team Leader

Caper & Berry (Catering)
06.2017 - 12.2018

Work Experience

Morgan Williams
06.2016 - 07.2016

Work Experience

Bollingbrook
05.2015 - 06.2015

A-Levels - Economics (A*), Mathematics (A*) & Physics (A)

Charterhouse School

GCSEs -

Charterhouse School
Charlie Rockingham