Relationship Manager
the ultima world (difc) Dubai
Job Description
The Ultima World (DIFC) is looking for a Relationship Manager to join our team!
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.
Location: Dubai
Please note only shortlisted profiles will be contacted
Benefits- Private Health Insurance;
- Paid Time Off (Vacation, Sick & Public Holidays);
- Training & Development;
- Performance bonus
Europe Emirates GroupDubai
Job Description
Relationship Manager – Europe Emirates Group (EEG)
Dubai | Full Time | Corporate Services | High Performance Commercial Environment
This Is Not an Admin Role. This Is a Revenue-Generating Commercial Position.
Europe Emirates...
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of customer service is maintained at all times
Achieve financial budgeted target of Elite Relationship Manager role
Requirements:
Education And Experience
Bachelor degree in Economics, Finance, Business Management or Science with CISI / SCA qualification...
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