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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