Relationship Manager

Company

The Ultima

Location

dubai, United-Arab-Emirates

Type

Full-time

            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. 
 
        
        
    

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