Role signals
Finance
About this role
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.