Relationship Manager

Century Financial; Sharjah; On-site; AED 223,000 - 446,000; 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 onboard and manage High Net Worth clients, leveraging deep knowledge of capital markets to tailor premium services. The role requires proactive networking, risk assessment, after-hours engagement, and collaboration with client-facing teams to grow the client base while upholding ethics and regulatory standards.

Candidates should bring 5+ years of sales in financial services and UAE familiarity; CISI/SCA are desirable but

Qualifications

• Over 5 years of sales experience in Financial/ Banking/ Insurance industries.
• Excellent knowledge and experience of financial markets.
• CISI and SCA certifications are desirable but not mandatory, expected after joining.
• UAE experience is a must.

Responsibilities

• Acquire preferred HNI & UHNI clients and manage them for premium service.
• Continuously enhance Capital Markets knowledge through self-learning and company training.
• Assess client risk and suitability; offer products aligned to risk profiles.
• Conduct regular outreach with clients via phone or in-person meetings to justify premium value.
• Grow the client base through referrals, networking, and channel partnerships.
• Coordinate with client-facing teams to ensure high standards of client services.

Skills

Sales experience

Financial markets knowledge

UAE experience

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:

• 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