Relationship Manager
Dubai, DU, AE, United Arab Emirates
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.
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Job Detail
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Job IdJD1979394
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationDubai, DU, AE, United Arab Emirates
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EducationNot mentioned