Senior Relationship Manager
The Ultima World is a comprehensive investment suite offering an integrated range of financial and lifestyle services tailored for affluent individuals and high-net-worth investors. We provide personalised wealth management solutions, strategic investment opportunities, and exclusive lifestyle services*.
Responsibilities
- Build and maintain strong relationships with existing clients, ensuring a high level of client satisfaction and retention.
- Proactively identify opportunities to upsell and cross-sell our products and services to existing clients.
- Lead client meetings, presentations, and negotiations to achieve sales targets and revenue goals.
- Collaborate with internal teams, such as sales, marketing, and product development, to ensure client needs are met and exceeded.
- Stay up-to-date with industry trends, market conditions, and competitor activities to identify new business opportunities.
- Develop and implement strategic account plans to maximize client value and profitability.
- Prepare and deliver reports and presentations on client performance and progress to senior management.
- Stay informed about regulatory requirements and ensure compliance in all client interactions and activities.
- Provide exceptional customer service and support, handling inquiries, resolving issues, and managing client expectations.
Requirements
- Bachelor's degree in business, finance, or a related field.
- Proven experience as a Relationship Manager or similar role in the financial services industry.
- Strong network of contacts within the industry and demonstrated ability to build and maintain client relationships.
- Excellent communication and interpersonal skills.
- Ability to understand and analyze complex financial products and market conditions.
- Strong negotiation and presentation skills.
- Self-motivated and target-driven with a proven ability to achieve sales targets.
- Ability to work independently and collaboratively in a fast-paced environment.
- Good understanding of regulatory requirements and compliance in the financial services industry.
- Proficient in using CRM software and other relevant sales tools.
- Flexibility to travel for client meetings and industry events as required.
Benefits
- You will have the opportunity to contribute directly to the growth and success of our company, taking an active role in shaping its future.
- Our competitive salary packages are designed to attract and retain top talent, ensuring that you are rewarded fairly for your hard work and dedication.
- Join our supportive work environment, where you will be part of an diverse and inclusive international team that values open communication and collaboration.
- As part of our commitment to your professional growth, you will have access to a wide range of conferences, events, and resources that will enhance your skills and expand your network.
Disclaimer
*Launching soon. The said services are provided by associate/partner companies.BCS Capital (DIFC) Limited (also trading as The Ultima World. Wealth Management Platform), hereinafter referred to as BCS, is authorized and regulated by Dubai Financial Services Authority (DFSA) with DIFC license number CL3568, DFSA reference number F004980. Address: Unit 1002 Level 10, Index Tower, Dubai International Financial Centre, Dubai, P.O. Box 507341, United Arab Emirates.
BCS has a license from the DFSA authorizing it to engage in the following regulated activities in or from the DIFC: Advising on Financial products, Arranging Custody, Arranging Deals in Investments, Dealing in Investments as Agent and Managing Assets, with both an Endorsement to deal with Retail Clients & to Hold or Control Client Assets.
BCS does not guarantee the employment. BCS reserves the right to choose the candidate and make the final hiring decision. Development, career growth and improvement of the skills of the employee depends on his work results, willingness and readiness to learn and develop only. The final selection of the candidate is made in an unbiased and balanced manner.