Client Relationship Manager

Role Overview

Client Relationship Management

• Manage and grow a portfolio of retail and/or professional trading clients
• Maintain consistent engagement through calls, emails, and virtual meetings
• Drive client retention and increase trading activity within regulatory limits
• Reactivate dormant accounts and improve client lifetime value
• Handle client queries related to trading accounts, platforms, and market updates
• Regulatory & Compliance (Cat 1 / Cat 5 Environment)
• Ensure all communications comply with SCA regulations and internal compliance policies
• Support KYC, onboarding, and suitability assessments
• Ensure proper risk disclosures are communicated to clients
• Avoid mis-selling and unauthorized advisory activity
• Coordinate with Compliance, Risk, and Operations teams

Trading & Product Knowledge

• Provide guidance on MT4 / MT5 platform functionality
• Explain leverage, margin requirements, spreads, swaps, and risk management principles
• Assist clients with funding, withdrawals, and account-related requests

Reporting & Performance

• Achieve monthly retention and revenue-related KPIs
• Monitor client trading volumes and deposit behavior
• Maintain accurate CRM records
• Provide feedback to management on client trends and market sentiment

Sales and Business Development

• Generate new leads via cold calling and digital channels
• Convert leads into active trading clients
• Achieve monthly FTD and revenue targets
• Explain company services, trading conditions, and account types
• Follow up consistently to close deposits
• Maintain pipeline tracking in CRM
• Coordinate with Account Managers for smooth client handover
• Ensure compliance in all client communications

Requirements and Skills

• 2–5+ years of experience in Forex / CFD brokerage
• Mandatory experience within a Category 1 or Category 5 regulated firm (SCA preferred)
• Strong understanding of:
• UAE regulatory framework
• KYC & AML requirements
• Risk disclosure and suitability processes
• MT4 / MT5 platforms
• Excellent communication and negotiation skills
• Ability to work within a structured compliance-driven environment
• Multilingual candidates preferred
• Bachelor’s degree in Finance, Business, or related field (preferred)

Application Question(s)

• Are you able to join immediately?
• What is your expected salary in AED?

Experience

• Forex/CFD brokerage: 2 years (Required)
• SCA Cat 1/5: 1 year (Required)
• MT4/MT5: 2 years (Required)