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

Benefits

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