Position Overview
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
Requirements - Established and transferrable book of Clients
- Bachelorβs 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...