Relationship Manager

Century Financial; Abu Dhabi; On-site; AED 180,000 - 360,000; Full time

Benefits offered by this job

Competitive incentives

Comprehensive product training

Supportive team environment

Great place to work

Job summary

Century Financial in the United Arab Emirates is seeking a Relationship Manager with deep knowledge of financial markets to onboard new clients and manage a high-value portfolio. You will acquire HNI/UHNI clients, assess risk and suitability, offer tailored investment solutions, and drive growth through referrals, events, and diligent client engagement, including after-hours commitments.

The role requires 5+ years of sales experience in financial services; CISI and SCA certifications are

Qualifications

• Over 5 years of Sales experience in Financial/ Banking/ Insurance industry.
• Excellent knowledge and experience of financial markets.
• CISI and SCA Certification are desirable but not mandatory, eventually all candidates will be required to have them after joining.

Responsibilities

• Acquire preferred HNI & UHNI clients.
• Enhance Capital Markets knowledge through self-learning and training.
• Regularly contact and manage allocated clients to justify the value of the Premium service.
• Grow the client base through referrals and networking.
• Conduct risk assessment and suitability assessments for clients and offer aligned products.
• Engage clients at events and meetings, including evenings and weekends.
• Understand the needs of high-value clients and offer tailored support.
• Liaise with client-facing teams to maintain high service standards.
• Drive business acquisition through references and partnerships.
• Formulate sales plans to grow the HNI client base.
• Conduct mapped-client risk profiling for better advisory.

Skills

Relationship management

Sales experience

Financial markets knowledge

Networking

Job description

Organization Overview:

Century Financial is one of the UAE’s pioneering financial services company specializing in investments and trading in financial instruments like currencies, indices, shares, commodities, treasuries, and ETFs, along with exchange-traded derivatives.

Role Overview:

As a Relationship Manager, one needs to have an exceptional understanding of the financial markets and track competition closely to stay ahead of the curve. Constantly strive to find innovative solutions to onboard new clients with the organization and ensure their healthy equity balances.

Job Description:

• Responsible for acquiring preferred HNI & UHNI clients.
• Look to always enhance his/her Capital Markets Knowledge through continuous self-learning and training provided by the company.
• Ensure that allocated clients are introduced/contacted regularly and managed effectively via telephone or in-person in such a way as to justify the value of the “Premium” service.
• Proactive attitude of growing the client base through existing client network via referral.
• Conduct detailed risk assessment and suitability assessment of clients and offer products that are aligned to the client’s risk profile.
• Proactively and frequently entertaining clients (and prospects) at various events and meetings, which will include “out-of-hours” commitment on evenings and weekends, as part of your relationship management expectations.
• Understand and specify the needs and preferences of high-value clients and offer tailored support.
• Liaise with other members of client-facing teams to ensure a high standard of client services.
• Driving business acquisition through reference, networking, and channel partnership.
• Formulate sales plans to acquire new HNI customers for increasing customer base.
• Conduct risk profiling of all mapped clients for better advisory on investment and trading requirements.
• Ensuring need-based product approach towards clients.
• Comply with the established companies ‘Ethics & Code of Conduct’ policies.

Requirement:

• Over 5 years of Sales experience in Financial/ Banking/ Insurance industry.
• Excellent knowledge and experience of financial markets
• CISI and SCA Certification are desirable but not mandatory, eventually all candidates will be required to have them after joining.

Why Century Financial?

• Great Place to Work
• Dynamic & Inclusive Work Culture
• Competitive Incentive Packages & Benefits
• Learn from Industry Experts
• Supportive Team Environment
• Comprehensive Product Training