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Relationship Manager
Résumé du poste
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.
Prestations
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.
Responsabilités
- Acquire and manage private HNW / UHNW Clients.
- Establish and maintain positive Client relationships.
- Construct Client investment portfolios.
Connaissances
Formation
The Ultima World (DIFC) is looking for a Relationship Manager to join our team!
- 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.
- 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
* Le salaire de référence se base sur les salaires cibles des leaders du marché dans leurs secteurs correspondants. Il vise à servir de guide pour aider les membres Premium à évaluer les postes vacants et contribuer aux négociations salariales. Le salaire de référence n’est pas fourni directement par l’entreprise et peut pourrait être beaucoup plus élevé ou plus bas.
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