The Ultima

Venture arm investing in tech startups

Relationship Manager

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours

Full-timeDubai - United Arab Emirates

About the Job

Requirements

An established and transferable book of clients.
A bachelor's degree in Finance, Business Administration, Economics, or a related field.
Five years of experience in relationship management, private banking, or wealth advisory.
A strong understanding of investment products, financial planning, and capital markets.
Excellent communication, interpersonal, and problem-solving skills.
The ability to manage multiple client relationships and deliver a high-touch service experience.

Responsibilities

Acquire and manage private high-net-worth and ultra-high-net-worth clients.
Establish, develop, and maintain positive client relationships.
Provide investment advice and construct client investment portfolios.
Develop a deep understanding of clients' financial goals, risk tolerance, and life circumstances.

Desired Qualifications

Relevant certifications such as CFP, CFA, CWM, or equivalent.

Relationship Manager

The Ultima · Dubai, United Arab Emirates · Full-time · Posted 2025-08-19

Workplace: on_site

Department: Sales Department

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.

Apply

Apply at The Ultima

About the Company

The Ultima

Venture arm investing in tech startups

Ultima is the venture arm of BCS Capital DIFC. It invests capital and provides strategic support to startups and growth-stage companies across Europe and the Middle East. Backed by BCS’s $5 billion assets under management and with offices in New York, London, Dubai, and Limassol, Ultima helps portfolio companies scale by connecting them to BCS’s networks, clients, and resources. Its investment history includes Alto Pharmacy, Rapyd, Byju’s, Acronis, Trax Retail, showing activity across fintech, software, and retail tech. Unlike many investors, Ultima leverages BCS’s multi-asset platform and regional reach to bridge markets between Europe and the MENA region. The goal is to back ambitious companies with growth potential and help them grow through capital, guidance, and access to a global network.

Company size: 1-10
Company stage: Not listed
Total funding: Not listed
Headquarters: Dubai, United Arab Emirates
Founded: Not listed

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