Relationship Manager

The Ultima • dubai, dubai, United-Arab-Emirates • Posted June 14, 2026

Location dubai, dubai
Job Type Full-time
Category Other-General
Posted June 14, 2026
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.

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