Junior Institutional Relationship Manager

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

Job summary

A financial services company in Dubai seeks a professional to manage client relationships and deliver exceptional service to institutional clients. The role involves account management, handling inquiries, and ensuring a positive client experience. Candidates must demonstrate strong interpersonal skills and a commitment to confidentiality. Ongoing professional development is essential.

Responsibilities

• Present, promote, and sell all available products within Connect (Institutional).
• Establish, develop, and maintain positive business relationships.
• Proactively respond to and manage inbound broker queries professionally and efficiently.
• Take ownership of driving an excellent client experience for Institutional clients.
• Perform account and back-office functions for institutional customers.
• Escalate unresolved issues to line managers and support departments as appropriate.
• Assist in managing bespoke customer profiling.
• Provide proactive and timely support for the Institutional onboarding process.
• Accurately process customer payments and maintain bank detail records.
• Build rapport with Institutional clients and assist with client entertainment.
• Act as a brand ambassador in all client interactions.
• Maintain personal and professional development.
• Ensure high-quality service with a professional image.
• Take all reasonable steps to ensure confidentiality.
• Undertake other duties as reasonably required.

Job description

Responsibilities

• Present, promote, and sell all available products within Connect (Institutional).
• Establish, develop, and maintain positive business relationships.
• Proactively respond to and manage inbound broker queries professionally and efficiently.
• Take ownership of driving an excellent client experience for Institutional clients and provide high-caliber client service to ensure a positive experience.
• Perform account and back-office functions for institutional customers.
• Escalate unresolved issues to line managers, 2nd Line IT support, Business Operations, and Payments as appropriate to support Institutional platforms, APIs, Grey-label & White-label infrastructure.
• Assist in managing bespoke customer profiling and ensure adherence to TCF protocols, communication of cost disclosure documents, and other legal agreements.
• Provide proactive and timely support for the Institutional onboarding process.
• Accurately process customer payments and maintain bank detail records following AML, data protection, and security procedures.
• Build rapport with Institutional clients and assist with client entertainment and education as required.
• Act as a brand ambassador in all client interactions.
• Maintain personal and professional development to meet the changing demands of the role, including all relevant regulatory and legislative training.
• Ensure that all interactions with customers, clients, or colleagues provide a clear, fair, and consistent high-quality service, presenting a professional and positive image of CMC Markets Connect.
• Take all reasonable steps to ensure appropriate confidentiality.
• Undertake other duties, training, and hours of work as reasonably required, consistent with the responsibilities of this role.

Job ID CMC4461