About the Role
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
- 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 certi...
Ready to Apply?
Submit your application today and take the next step in your career journey with The Ultima.
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