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At Source, we pride ourselves on offering an intelligent, tailored approach to recruitment.
Everyone who comes to us is looking for something, or someone, special. We work hard, right from the outset, to understand exactly what or who that is. Whether you’re an experienced professional seeking that next step up the ladder, or a people person looking for a great team fit, we’ll invest our time in making sure we get it right.
Our professionally qualified, experienced team offer a wealth of knowledge across all industry sectors, but it’s our friendly, personal approach and uncompromising standards that set us apart.
We’re on your journey with you, every step of the way.
Back to ResultsWe’re seeking a driven Relationship Manager with a strong focus on Business Development to join a leading wealth management company.
This is a fantastic opportunity to work with Ultra High Net Worth clients, building trusted relationships and delivering tailored financial solutions that truly make a difference. You’ll focus on growing a portfolio through proactive networking, business development, and exceptional client service — while collaborating closely with internal specialists to provide bespoke wealth management strategies.
If you have around five years’ relevant experience, strong interpersonal skills, and a passion for client service — plus (or are working towards) an industry qualification such as the Level 4 Investment Advice Diploma — this is an excellent next step in your financial services career.
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