Relationship Manager

Century Financial; Sharjah; On-site; AED 180,000 - 320,000; Full time

Benefits offered by this job

Great Place to Work

Dynamic & Inclusive Work Culture

Job summary

Century Financial in the United Arab Emirates seeks a seasoned Relationship Manager to onboard high-net-worth clients and manage their equity balances with a premium service approach.

You will build deep market knowledge, conduct risk and suitability assessments, and drive growth through referrals and channel partnerships while coordinating with client-facing teams to deliver exceptional service.

Qualifications

• Over 5 years of sales experience in Financial/Banking/Insurance industries.
• Excellent knowledge and experience of financial markets.
• CISI and SCA Certification are desirable but not mandatory; eventually all candidates will be required after joining.
• UAE experience is a must.

Responsibilities

• Acquire preferred HNI & UHNI clients.
• Enhance Capital Markets knowledge through continuous self-learning and company-provided training.
• Ensure allocated clients are regularly contacted and engaged to justify the Premium service value.
• Grow the client base through referrals and existing networks.
• Conduct risk assessment and suitability assessments; offer aligned products.
• Engage with clients at events and meetings, including after-hours commitments.
• Understand client needs and preferences of high-value clients and offer tailored support.
• Liaise with client-facing teams to maintain high service standards.
• Drive business through reference, networking, and channel partnerships.
• Formulate sales plans to acquire new HNI customers and expand the client base.
• Conduct risk profiling for advisory on investments and trading requirements.
• Apply need-based product approaches and comply with Ethics & Code of Conduct.

Job description

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.
• UAE Experience is must.

Why Century Financial?

• Great Place to Work
• Dynamic & Inclusive Work Culture