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Junior Institutional Relationship Manager
CMC Markets
Dubai
On-site
AED 120,000 - 200,000
Full time
30+ days ago
Job summary
A financial services company in Dubai seeks a professional to manage client relationships and deliver exceptional service to institutional clients. The role involves account management, handling inquiries, and ensuring a positive client experience. Candidates must demonstrate strong interpersonal skills and a commitment to confidentiality. Ongoing professional development is essential.
Responsibilities
- Present, promote, and sell all available products within Connect (Institutional).
- Establish, develop, and maintain positive business relationships.
- Proactively respond to and manage inbound broker queries professionally and efficiently.
- Take ownership of driving an excellent client experience for Institutional clients.
- Perform account and back-office functions for institutional customers.
- Escalate unresolved issues to line managers and support departments as appropriate.
- Assist in managing bespoke customer profiling.
- Provide proactive and timely support for the Institutional onboarding process.
- Accurately process customer payments and maintain bank detail records.
- Build rapport with Institutional clients and assist with client entertainment.
- Act as a brand ambassador in all client interactions.
- Maintain personal and professional development.
- Ensure high-quality service with a professional image.
- Take all reasonable steps to ensure confidentiality.
- Undertake other duties as reasonably required.
Job description
Responsibilities
- Present, promote, and sell all available products within Connect (Institutional).
- Establish, develop, and maintain positive business relationships.
- Proactively respond to and manage inbound broker queries professionally and efficiently.
- Take ownership of driving an excellent client experience for Institutional clients and provide high-caliber client service to ensure a positive experience.
- Perform account and back-office functions for institutional customers.
- Escalate unresolved issues to line managers, 2nd Line IT support, Business Operations, and Payments as appropriate to support Institutional platforms, APIs, Grey-label & White-label infrastructure.
- Assist in managing bespoke customer profiling and ensure adherence to TCF protocols, communication of cost disclosure documents, and other legal agreements.
- Provide proactive and timely support for the Institutional onboarding process.
- Accurately process customer payments and maintain bank detail records following AML, data protection, and security procedures.
- Build rapport with Institutional clients and assist with client entertainment and education as required.
- Act as a brand ambassador in all client interactions.
- Maintain personal and professional development to meet the changing demands of the role, including all relevant regulatory and legislative training.
- Ensure that all interactions with customers, clients, or colleagues provide a clear, fair, and consistent high-quality service, presenting a professional and positive image of CMC Markets Connect.
- Take all reasonable steps to ensure appropriate confidentiality.
- Undertake other duties, training, and hours of work as reasonably required, consistent with the responsibilities of this role.
Job ID CMC4461
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.