Relationship Manager

Century Financial; Dubai; On-site; AED 180,000 - 240,000; Full time

Job summary

Century Financial in the UAE seeks a Relationship Manager with deep understanding of capital markets to onboard new clients and grow the premium client base.

The role involves proactive client engagement, regular contact, and tailored advisory aligned with each client’s risk profile, while maintaining high service standards and adherence to ethics. Occasional after-hours events and meetings are expected to cultivate strong client relationships.

Qualifications

• 5+ years sales experience in financial/banking/insurance.
• Excellent knowledge of financial markets.
• CISI and SCA certifications desirable but not mandatory.
• Willingness to participate in after-hours events.

Responsibilities

• Onboard and manage allocated clients to justify premium service.
• Regularly contact clients via phone or in-person and liaise with client-facing teams.
• Grow client base through referrals and networking.
• Conduct risk assessment and align product recommendations with client risk profiles.
• Attend events/meetings after hours to strengthen relationships.
• Provide tailored support based on client needs and preferences.

Skills

Sales experience

Relationship management

Financial markets knowledge

Networking

Client onboarding

Education

CISI certification (desirable)

SCA certification (desirable)

Job description

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