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