Relationship Manager

The Ultima; United Arab Emirates; On-site; AED 150,000 - 200,000; Full time

Job summary

A financial services firm in the UAE is seeking a Relationship Manager to acquire and manage private HNW/UHNW Clients. The role includes providing investment advice and maintaining positive Client relationships. Candidates should have a Bachelor’s degree in finance or a related field and 5 years of experience in relationship management. Strong interpersonal and communication skills are essential. Benefits include private health insurance and paid time off.

Benefits

Private Health Insurance

Paid Time Off (Vacation, Sick & Public Holidays)

Training & Development

Performance bonus

Qualifications

• Established and transferrable book of Clients.
• 5 years of experience in relationship management, private banking, or wealth advisory.
• Relevant certifications (e.g., CFP, CFA, CWM) are a plus.

Responsibilities

• Acquire and manage private HNW/UHNW Clients.
• Provide investment advice and construct Client investment portfolios.
• Develop deep understanding of Clients' financial goals and risk tolerance.

Skills

Client relationship management

Strong communication skills

Financial planning

Investment product knowledge

Interpersonal skills

Education

Bachelor’s degree in Finance, Business Administration, Economics

Job 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.