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 relationsh...