Relationship Manager

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

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