Relationship Manager

Are you confident in winning new business, building strong client relationships, and passionate about client service, all within a dynamic financial environment?

An expanding, client-led wealth organisation is seeking a Relationship Manager with a flair for business development, focused on growing networks and securing new opportunities. In this Relationship Manager role, you’ll be driving lead generation, developing referral partnerships, and delivering tailored solutions while working alongside specialist teams.

You’ll take ownership of building a robust pipeline, presenting to prospective clients, and contributing to wider growth strategies within a collaborative, high-performance setting.

Key requirements:

• Experience in Private clients, business development, or sales within financial services
• Proven track record of acquiring and developing new relationships
• Level 4 Investment Advice Diploma (or equivalent) or working towards
• Strong relationship-building, communication, and commercial acumen
• Self -starter with a proactive, target-driven approach

If you’re a natural team player with a genuine passion for working with people, this is an excellent opportunity to join a progressive, people-focused organisation offering competitive benefits, wellbeing initiatives, on-site parking, and clear career progression, providing the ideal platform to build your portfolio without needing an existing client book. Send in your CV!