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