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.

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.

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.