Relationship Manager

4 days ago

Dubai, United Arab Emirates The Ultima World (DIFC) Full time

The Ultima World (DIFC) is looking for a Relationship Manager to join our team in Dubai. Responsibilities Acquire and manage private HNW/UHNW clients. Establish, develop and maintain positive client relationships. Provide investment advice and construct client investment portfolios. Develop a deep understanding of clients' financial goals, risk tolerance and life circumstances. Requirements Established and transferrable book of clients. Bachelor's degree in Finance, Business Administration, Economics or a related field. 5 years of experience in relationship management, private banking, or wealth advisory. Strong understanding of investment products, financial planning, and capital markets. Excellent communication, interpersonal, and problem-solving skills. Ability to manage multiple client relationships and deliver a high-touch service experience. Relevant certifications (e.g., CFP, CFA, CWM, or equivalent) are a plus. Location: Dubai Benefits Private Health Insurance Paid Time Off (Vacation, Sick & Public Holidays) Training & Development Performance bonus Seniority level Director Employment type Full-time #J-18808-Ljbffr

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    1 week ago

    Dubai, United Arab Emirates James & Partners Full time

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    1 week ago

    Dubai, United Arab Emirates James & Partners Full time

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    1 week ago

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    6 days ago

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