Relationship Manager

Century Financial; Dubai; Presencial; AED 144.000 - 240.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Great Place to Work

Competitive Incentives & Benefits

Descripción de la vacante

Century Financial in Dubai seeks a Relationship Manager with strong knowledge of capital markets to onboard new clients and grow the premium client base. You will regularly contact allocated clients by phone or in person, assess risk and suitability, and collaborate with teams to ensure superior service.

Ideal candidates have 5+ years in financial sales, deep markets understanding, and will pursue CISI/SCA certifications after joining.

Formación

• 5+ years of sales experience in financial/banking/insurance sectors.
• Excellent knowledge and experience of financial markets.
• CISI and SCA certification desirable but not mandatory; required after joining.

Responsabilidades

• Engage and manage allocated clients via telephone or in-person to demonstrate the value of the Premium service.
• Grow the client base through referrals and networking.
• Conduct risk and suitability assessments to align products with client risk profiles.
• Represent Century Financial at events and meetings, including evenings and weekends.
• Collaborate with client-facing teams to ensure high standard of service.
• Drive business acquisition through channel partnerships and targeted sales plans.

Conocimientos

Client relationships

Sales experience

Financial markets knowledge

Networking

Communication skills

Educación

Bachelor's degree in finance

Herramientas

CRM software

Descripción del empleo

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:

• 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