Relationship Manager

The Ultima World (DIFC) is looking for a Relationship Manager to join our team, with key responsibilities including acquiring and managing private HNW / UHNW Clients and providing investment advice and constructing Client investment portfolios.

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)

Benefits

• Private Health Insurance
• Paid Time Off (Vacation, Sick & Public Holidays)
• Training & Development
• Performance bonus