Relationship Manager

The Ultima World (DIFC); Dubai; On-site; AED 180,000 - 240,000; Full time

Job summary

A financial services company 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 relationship management and a relevant bachelor's degree. Responsibilities include acquiring and managing client relationships, providing investment advice, and constructing investment portfolios. The position offers benefits like private health insurance and performance bonuses.

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.
• Established and transferrable book of Clients.
• Relevant certifications (e.g., CFP, CFA, CWM, or equivalent) are a plus.

Responsibilities

• Acquire and manage private HNW / UHNW Clients.
• Establish and maintain positive Client relationships.
• Construct Client investment portfolios.

Skills

Client relationship management

Investment advice

Financial planning

Excellent communication

Problem-solving skills

Education

Bachelor's degree in Finance, Business Administration, Economics or a 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

Please note only shortlisted profiles will be contacted

Benefits

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