Relationship Manager

The Ultima World (DIFC) is looking for a Relationship Manager to join our team in Dubai.

Responsibilities

• Acquire and manage private HNW/UHNW clients.
• Establish, develop and maintain positive client relationships.
• Provide investment advice and construct client investment portfolios.
• Develop a 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

Benefits

• Private Health Insurance
• Paid Time Off (Vacation, Sick & Public Holidays)
• Training & Development
• Performance bonus

Seniority level

• Director

Employment type

• Full-time