Relationship Manager

🏢 The Ultima
📍 Dubai, United Arab EmiratesFull-timeOn-site
📅 Posted: 12mo ago🔄 Updated: 12mo ago
CV%
✨ AI Summary
The Relationship Manager will acquire and manage private HNW/UHNW clients, build and maintain strong client relationships, and provide investment advice and portfolio construction aligned with clients’ financial goals and risk tolerance. The role requires an established transferrable client book and at least 5 years of experience in relationship management, private banking, or wealth advisory, along with deep knowledge of investment products, financial planning, and capital markets. Strong communication, interpersonal, and problem-solving skills are essential to deliver a high-touch service experience. Certifications such as CFP, CFA, or CWM are a plus.
Required Skills
Business, Sales & Management
Client Relationship Management
Finance, Legal & Governance
Portfolio Management
Soft Skills & Professional Competencies
Relationship Building
Nice to have:
Finance, Legal & Governance
FP&A
🎁 Benefits & Perks
  • Private Health Insurance;
  • Paid Time Off (Vacation, Sick & Public Holidays);
  • Training & Development;
  • Performance bonus.
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: DubaiPlease note only shortlisted profiles will be contacted
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🎯 Overalli74%
⚡ Skillsi85%
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Ontology Match: 85.0
Matched:✓ Requirements Matching✓ Ontology Skills Mapping
📜 Eligibilityi49%
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Local: 19600%
🏗️ Career Fiti91%
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Seniority: 91.0
📋 Requirementsi67%
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Domain: 67.0
🔥 Motivationi78%
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Title Fit: 78.00