Institutional Relationship Manager

CMC Markets; Dubai; On-site; AED 120,000 - 200,000; Full time

Job summary

A financial services firm in Dubai is seeking an experienced Institutional Account Manager to manage strategic relationships with institutional clients. The role requires strong experience in business development within financial markets and knowledge of trading technologies. The ideal candidate will excel in relationship management and contribute to business growth in a fast-paced environment.

Qualifications

• Proven experience in business development or relationship management within financial services.
• Strong understanding of financial trading technology.
• Experience managing key accounts and developing business relationships.

Responsibilities

• Manage strategic development of key accounts.
• Handle client queries and support initiatives.
• Ensure compliance with regulatory procedures.
• Identify cross-selling opportunities to maximize revenue.

Skills

Business Development/Relationship Management

Financial markets knowledge (FX, CFDs)

MT4 knowledge

MT5 knowledge

Strong communication skills

Tools

Trading platforms

Job description

CMC Markets is seeking a talented and driven Institutional Account Manager to join our team and play a key role in managing and growing our institutional partnerships. In this role, you will act as the strategic lead for a portfolio of key accounts, combining strong relationship management with commercial insight to deliver long-term value for our partners and for CMC.

You will be responsible for the development, direction, and retention of institutional clients , ensuring that CMC’s systems, processes, and product offering are aligned with partner needs. From providing day-to-day support and resolving technical queries, through to driving business development initiatives, overseeing new client launches, and identifying cross-selling opportunities, you will be central to strengthening CMC’s position as a premium provider in the market.

This role is ideal for someone with proven experience in business development or relationship management within financial services , a strong understanding of CFDs, FX, and institutional trading technology (including MT4 / MT5), and the ability to build trusted, commercially impactful client relationships. With a mix of strategic oversight and hands-on delivery, it offers the chance to work at the heart of a growing global business in a dynamic and fast-paced environment.

ROLE AND RESPONSIBILITIES

Responsible for strategic development and creative direction of key accounts in conjunction with the broker and within CMC Markets

Have full knowledge of CMC Markets systems (IBs, WLs, Direct API, ST and Iress) and processes and refine and development where necessary

Demonstrate clear creative judgement whilst generating initiatives and ideas to grow the partners business (IB WL)

Be in a position to accurately forecast new business potential as well as budgetary and operational requirements for each Institutional partnership in your portfolio.

Working with other team members and internal contacts to ensure marketing activity whether between partners or Institutions and CMC retail is not conflicting

Proactively respond to and manage urgent inbound broker queries professionally and efficiently.

Escalate unresolved issues to 2nd Line IT support, the dealing desk and manage issues to their full resolution.

Ensure compliance with all regulatory and legislative procedures including anti-money laundering and data protection.

Demonstrate knowledge of the clients business model and act as their brand guardian within CMC Markets

Work with the relevant team where required to drive technological advancement to ensure CMC Markets maintains its position as a premium provider.

Assist Sales Institutional with the acquisition of new business where required in the form of attending meetings and developing written client materials

Responsibility for collating client requirements and dictating partner direction for new client launches and ensuring projects are delivered correctly and on-time.

Identify cross selling and commercial opportunities in order to maximise revenue

Demonstrate a clear and through understanding of the financial status of your accounts and interpret trends in Management Information.

Develop and ensure client retention and educational activities are deployed in order to maximise retention rates across your client portfolio

Ensure a positive approach to challenge and provide open and honest feedback

Maintain personal / professional development to meet the changing demands of the role, including all relevant regulatory and legislative training

When dealing with all customers, clients or colleagues ensure that we provide a clear, fair and consistent high quality service that presents a professional and positive image of CMC Markets

Take all reasonable steps to ensure appropriate confidentiality

Undertake such other duties, training and / or hours of work as may be reasonably required and which are consistent with the general level of responsibility of this role.

KEY SKILLS AND EXPERIENCE

Essential criteria

Proven Business Development / Relationship Management experience.

Financial markets experience; knowledge and understanding of foreign exchange, CFDs, with additional knowledge of spread betting, shares dealing being an advantage

MT4 and MT5 knowledge

Able to work confidently to performance targets

Strong communication skills (verbal and written) in both English and relevant regional language, with ability to liaise effectively at all levels

Self-motivated and driven; able to act on own initiative

Strong team player; able to assist, support and develop colleagues

Professional approach and presentable appearance at all times

Desirable criteria

Proven sales track record in a financial sales environment

Analytical abilities to collate and report relevant facts and figures

Knowledge of, and a strong network in, specific industry segment and region

Knowledge of automated trading solutions and API connectivity