Relationship Manager

Century Financial; Sharjah; On-site; AED 200,000 - 320,000; Full time

Benefits offered by this job

Great Place to Work

Dynamic & Inclusive Work Culture

Job summary

Century Financial in the UAE seeks an experienced Relationship Manager to expand our high-net-worth client base. You will assess risk and suitability, onboard new clients, and tailor investment guidance to each profile, while maintaining strong long-term relationships.

This role requires UAE experience, sales expertise in financial services, and willingness to engage clients after hours at events. CISI/SCA certifications are desirable and will be pursued after joining.

Qualifications

• Over 5 years of sales experience in financial/banking/insurance.
• Excellent knowledge and experience of financial markets.
• UAE work experience is required.
• CISI and SCA certifications desirable; may be required after joining.

Responsibilities

• Acquire preferred HNI & UHNI clients.
• Enhance capital markets knowledge through ongoing training.
• Manage allocated clients via phone or in-person to justify premium service.
• Grow client base through referrals and networking.
• Conduct risk and suitability assessments to align products with client risk.
• Drive business acquisition through events and channel partnerships.

Skills

Relationship building

Sales experience

Client onboarding

Networking

Education

CISI/SCA certification desirable

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