Relationship Manager

The Ultima; Dubai; On-site; AED 180,000 - 220,000; Full time

Job summary

A dynamic financial services firm in Dubai is seeking a Relationship Manager to manage high-net-worth clients. The ideal candidate will have at least 5 years of experience in private banking or wealth advisory, possess a strong understanding of investment products, and excel in client relationship management. This role offers a competitive salary and benefits including private health insurance and a performance bonus.

Benefits

Private Health Insurance

Paid Time Off (Vacation, Sick & Public Holidays)

Training & Development

Performance bonus

Qualifications

• 5 years of experience in relationship management, private banking, or wealth advisory.
• Strong understanding of investment products, financial planning, and capital markets.
• Ability to manage multiple client relationships effectively.

Responsibilities

• Acquire and manage private HNW/UHNW Clients.
• Establish, develop and maintain positive Client relationships.
• Provide investment advice and construct Client investment portfolios.
• Develop understanding of Clients' financial goals and risk tolerance.

Skills

Client relationship management

Investment advice

Communication skills

Problem-solving skills

Education

Bachelor’s degree in Finance, Business Administration, Economics or related field

Job description

Overview

The Ultima World (DIFC) is looking for a Relationship Manager to join our team.

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.

Qualifications

• 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

Location: Dubai

Application

Please note only shortlisted profiles will be contacted

Benefits

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