Relationship Manager
External
The Ultima · Dubai, UAEPrepare for this interview
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About the role
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 Private Health Insurance; Paid Time Off (Vacation, Sick & Public Holidays); Training & Development; Performance bonus.
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