Senior Relationship Manager

GTCFX; Dubai; On-site; AED 420,000 - 600,000; Full time

Job summary

GTCFX is seeking a Senior Relationship Manager in Dubai to drive sales, acquire and retain high-value clients, and expand the company’s market presence across local and international markets. The role focuses on HNI, UHNI, retail, corporate and institutional clients within licensed offshore activities.

The candidate will manage client journeys, coordinate onboarding with Compliance and Risk, and maintain professional relationships while meeting monthly and quarterly targets.

Qualifications

• Bachelor’s degree in Finance or related field; CMA certification adds advantage.
• 7–10 years of experience in relationship management within financial services, brokerage or capital markets.
• Proven track record in acquiring and managing HNI, UHNI, Corporate, Professional and Institutional clients.
• Familiarity with UAE financial-services regulatory requirements, KYC, AML and risk management.

Responsibilities

• Develop strategic sales plans to expand client base and market position.
• Acquire new clients through networks, referrals, and partnerships; maintain a strong pipeline.
• Establish and manage long-term client relationships and coordinate cross-functional support.
• Identify offshore promotion opportunities and oversee compliant client introductions.
• Oversee onboarding, KYC, AML, client-classification and due-diligence with authorised teams.
• Monitor market trends and regulatory changes; report performance to management.
• Collaborate with senior management and cross-functional teams to achieve targets.

Skills

Relationship management

Business development

Client acquisition

Networking

Negotiation

Key account management

Education

Bachelor’s degree in Finance

CMA certification (advantage)

Job description

We at GTCFX are expanding our team and looking for a dynamic, experienced, and results-driven Senior Relationship Manager to join our Dubai office!

We are seeking a professional with a strong background in the financial services industry, particularly Forex and Capital Markets, who is passionate about building lasting client relationships and driving business growth.

Job Purpose

The Senior Relationship Manager will be responsible for driving sales, acquiring and retaining clients, developing commercial relationships, expanding the Company’s client network, and strengthening the Company’s market presence.

The role focuses on HNI, UHNI, Retail, Professional, Corporate and Institutional clients while supporting the Company’s commercial objectives across its authorised Category 1 brokerage activities and Category 5 introduction and promotion activities.

Client routing must follow residency, eligibility, the applicable Company licence and approved internal procedures.

Key Responsibilities

1. Strategic Business Development & Client Acquisition

• Develop and execute sales and business-development plans to expand the Company’s client base and strengthen its market position.
• Identify, qualify and acquire prospective clients through professional networks, referrals, approved marketing activity and strategic partnerships.
• Build and maintain a strong pipeline of prospective clients and commercial opportunities.
• Drive new client acquisition, account activation, revenue and Net Deposit growth in line with assigned targets.
• Identify new business opportunities across local and international markets and contribute to the Company’s regional expansion objectives.

2. Relationship Management & Client Retention

• Establish and maintain long-term relationships with assigned clients, ensuring a high standard of service and communication.
• Act as the primary relationship contact for assigned clients and coordinate support from the relevant internal teams.
• Conduct regular relationship reviews to understand client needs, trading requirements and service expectations.
• Develop client-engagement and retention strategies to strengthen loyalty and increase business opportunities.
• Identify appropriate referral and additional-service opportunities, while maintaining confidentiality and professionalism.

3. Category 5 - Offshore Client Introductions & Promotion

• Identify and engage eligible non-UAE prospective clients for permitted introduction and promotion activity.
• Facilitate approved introductions between eligible clients and the relevant offshore broker.
• Clearly explain the respective roles of the Company and the offshore broker using approved client communications and disclosures.
• The offshore broker remains responsible for client onboarding, contracting and provision of brokerage services.
• Promote approved financial products and services in accordance with the Company’s regulatory permissions and marketing procedures.
• Refer regulated advisory activities and personalised investment recommendations to appropriately authorised personnel.

4. Client Onboarding & Operational Coordination

• Manage and coordinate the client journey from initial application to account activation or completion of an approved offshore introduction.
• Support document collection, follow-up and client communication through approved Company procedures.
• Work with Operations, Compliance and Risk Management to facilitate timely completion of onboarding requirements.
• Assist in ensuring timely completion of KYC, AML, client-classification and due-diligence requirements by authorised teams.
• KYC, AML, sanctions, client-classification and approval decisions remain with the authorised teams.
• Identify opportunities to improve client onboarding processes, operational efficiency and service delivery.

5. Financial Markets Knowledge & Client Engagement

• Maintain strong knowledge of global financial markets, financial instruments, brokerage products and industry developments.
• Understand client financial objectives, investment experience, trading preferences and risk considerations.
• Provide accurate and transparent information regarding the Company’s approved products and services.
• Coordinate with authorised personnel regarding client risk profiling, suitability assessments and regulated investment advice where applicable.
• Stay updated on market trends, competitor activities, economic developments and regulatory changes.

6. Revenue Growth & Performance Management

• Achieve assigned monthly, quarterly and annual commercial targets.
• Drive growth in client acquisition, activation, Net Deposits, engagement and revenue contribution.
• Monitor sales pipelines, client conversion rates, partner performance and business-development activity.
• Prepare regular business-performance reports, forecasts and client-acquisition updates for Management.
• Recommend initiatives to strengthen client retention, revenue generation and commercial performance.

7. Regulatory Compliance & Risk Management

• Ensure all sales, business-development and relationship-management activities comply with applicable UAE regulations and internal Company policies.
• Maintain accurate records of client communications, business-development activities and relationship-management documentation.
• Identify and elevate potential regulatory concerns, conflicts of interest, complaints, suspicious activity and partner-conduct issues.
• Ensure client communications are fair, clear, accurate and not misleading.
• Comply with the Company’s Code of Ethics, Confidentiality, Data Protection and Professional Conduct policies.

8. Executive Collaboration & Market Representation

• Work closely with senior management to support the Company’s strategic and commercial objectives.
• Collaborate with Sales, Operations, Trading, Compliance, Risk Management and Marketing teams to ensure effective business coordination.
• Represent the Company at approved industry conferences, financial exhibitions, corporate events and professional networking forums.
• Develop relationships with business owners, senior executives, financial institutions and relevant industry stakeholders.
• Support initiatives aimed at strengthening the Company’s brand visibility and market reputation.

Qualifications & Experience

• Bachelor’s degree in Finance, Business Administration, Economics, Banking or a related field and certification from CMA would be an added advantage
• Minimum 7-10 years of experience in relationship management, financial services, brokerage, wealth management or capital markets.
• Proven track record in acquiring and managing HNI, UHNI, Corporate, Professional and Institutional clients.
• Strong existing network of high-value clients, referral partners, marketing partners and financial-industry contacts.
• Experience in UAE-regulated financial services, preferably within a Category 1 or Category 5 entity.
• Sound understanding of global financial markets, trading products and brokerage operations.
• Familiarity with UAE financial-services regulatory requirements, client onboarding, KYC, AML and risk management.
• Relevant regulatory certifications or professional financial qualifications will be an advantage.

Key Skills & Competencies

• Strategic business development and commercial awareness.
• Strong client acquisition and relationship-management skills.
• Excellent networking, negotiation and communication capabilities.
• Proven ability to develop referral, marketing and institutional partnerships.
• Strong financial-markets and brokerage-industry knowledge.
• Results-driven approach with strong ownership of business targets.
• Excellent interpersonal and presentation skills.
• Ability to work effectively with senior management and cross-functional teams.
• High standards of professionalism, integrity, discretion and confidentiality.
• Strong understanding of regulatory compliance and client-protection principles.