Relationship Manager - ADIB Securities

ADIB - Abu Dhabi Islamic Bank; Abu Dhabi Emirate; On-site; AED 180,000 - 250,000; Full time

Job summary

A leading financial institution in the UAE is looking for a Relationship Sales Manager to drive client acquisition and revenue growth. The role requires strong sales skills and knowledge of financial markets. Responsibilities include onboarding clients and delivering tailored investment solutions. Candidates should possess a Bachelor’s degree in finance or business and at least 5 years of financial sales experience.

Qualifications

• 5+ years of experience in stockbroking or financial sales.
• Deep knowledge of UAE/GCC/US financial markets, including margin trading regulations.
• Fluent in English; Arabic is desirable.

Responsibilities

• Conduct market research to identify selling possibilities.
• Actively seek out new sales opportunities.
• Prepare sales performance reports for leadership.

Skills

Negotiation skills

Communication skills

Presentation skills

Client relationship building

Education

Bachelor’s degree in finance or business

Tools

MS Office

Bloomberg Terminal

Reuters Eikon

Trading platforms

Job description

Role

XX

Location

Al Ain

Role Purpose

The Relationship Sales Manager will drive client acquisition, retention, and revenue growth for ADIB Securities by leveraging market expertise, ethical sales practices, and relationship-building skills. The role involves:

• Onboarding high-value clients.
• Delivering tailored investment solutions.
• Ensuring compliance with company policies and market regulations.

Key Accountabilities

These are the main responsibilities of this role.

Primary Duties and Responsibilities

• Conduct market research to identify selling possibilities and evaluate customer needs.
• Actively seek out new sales opportunities through cold calling, networking, referrals, and targeted outreach.
• Conduct client needs assessments to customize solutions (portfolio management, equities, trading strategies).
• Prepare and deliver appropriate presentations on products/services for clients upon request.
• Participate on behalf of the company in exhibitions or conferences or act as a representative in booths.
• Negotiate/close deals and handle complaints or objections.
• Maintain regular contact with existing clients via meetings, calls, and market updates.
• Collaborate with the team to achieve better results.
• Maintain accurate records of client interactions, transactions, and compliance with policies.
• Comply with the company policies, including the code of ethics/conduct.
• Track performance metrics (e.g., conversion rates, AUM growth) and refine strategies.
• Set up meetings with potential clients and listen to their wishes and concerns.
• Resolve client concerns promptly to ensure retention and satisfaction.

Additional Duties and Responsibilities

• Prepare sales performance reports (weekly/monthly/quarterly) for leadership.
• Review sales plans periodically to align with market performance and identify improvements.

Supervisory/Specific Authority

• Initially, the incumbent will not have expense power; however, approval powers may be granted based on level of management experience and brokerage expertise.

Reporting Lines

Head of Brokerage Business, Sales & Trading

Specialist Skills / Technical Knowledge

• Bachelor’s degree in finance, business, or related field.
• 5+ years of experience in stockbroking or financial sales.
• Strong negotiation, communication, and presentation abilities.
• Deep knowledge of UAE/GCC/US financial markets, including margin trading regulations.
• Proven experience as a sales executive and in building client relationships.
• Advanced proficiency in MS Office (Excel, PowerPoint), Bloomberg Terminal, Reuters Eikon, and trading platforms/investment databases.
• Thorough understanding of marketing and negotiating techniques.
• Track record of negotiating large-scale trades or managing high-net-worth client portfolios.
• Fluent in English; Arabic is desirable.