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Relationship Manager
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
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
Education
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.
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.
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