Relationship Manager

7 days ago


Dubai, Dubai, United Arab Emirates The Ultima Full time

The Ultima World (DIFC) is looking for a Relationship Manager to join our team

Key responsibilities:

∙ Acquire and manage private HNW / UHNW Clients;

∙ Establish, develop and maintain positive Client relationships;

∙ Provide investment advice and construct Client investment portfolios;

∙ Develop 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

Please note only shortlisted profiles will be contacted

Benefits

  • Private Health Insurance;
  • Paid Time Off (Vacation, Sick & Public Holidays);
  • Training & Development;
  • Performance bonus.


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