Relationship Manager
The Ultima · Dubai
On-site · DubaiFull TimeEntry Level, Mid LevelSales & Business Development
No salary statedPosted 8 hours ago8h agoApply link checked 22 minutes ago
Why we think you can apply
- Employer country
- United Arab Emirates · Dubai
- Hiring model
- UAE-based role · the employer hires in the UAE
- Work from
- Dubai · on-site
- Time-zone overlap
- Gulf Standard Time · none needed
Posted 8 hours ago · apply link checked 22 minutes ago
About the role
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
Preferred Qualifications
- Relevant certifications (e.g., CFP, CFA, CWM, or equivalent)
Benefits
- Private Health Insurance
- Paid Time Off (Vacation, Sick & Public Holidays)
- Training & Development
- Performance bonus
What we look for
- Established book of HNW/UHNW clients
- Bachelor's degree in Finance, Business, or Economics
- 5 years experience in wealth advisory or private banking
- Knowledge of investment products and capital markets
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