Relationship Manager

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

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
• Relevan...