# Relationship Manager — The Ultima

Canonical: https://jobxdubai.com/jobs/2a69d2ff-relationship-manager
Location: Dubai, UAE
Type: full_time · Level: senior
Monthly salary: AED 70,000 to 120,000 per month (estimated, not employer-stated) (UAE salaries are tax-free)
Posted: 2025-08-19
Apply: https://jobs.workable.com/view/6eLyyiVD9J36Q7TfEuTWuC/relationship-manager-in-dubai-at-the-ultima

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## Description

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.

## 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.

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