Relationship Manager

Role Overview

Client Relationship Management and Growth

• Build and maintain relationships with assigned clients while understanding their trading needs, objectives and risk appetite.
• Execute campaigns to upgrade high-potential clients to the Elite tier and increase wallet share and trading volume.
• Reactivate semi-dormant clients using structured outreach sequences, pricing prompts and tailored portfolio ideas.
• Serve as the main point of contact, handle inquiries, resolve issues and ensure efficient service delivery.

Financial Markets and Advisory

• Provide guidance on FX and CFD trading strategies, market trends and risk management techniques.
• Monitor market trends, economic indicators and regulatory changes affecting FX and CFD trading.
• Analyze financial data, charts and technical indicators to identify client opportunities and risks.
• Help clients understand leveraged instrument risks, margin requirements and trading regulations.

Performance and Targets

• Meet targets for Elite upgrades, Growth segment NCV uplift and client reactivation rate improvement.
• Maintain client retention and minimize churn within the assigned portfolio.
• Track and report KPIs including revenue growth, client satisfaction and campaign effectiveness.
• Maintain accurate records of client interactions, portfolio status and follow-up activities in the CRM system.

Compliance and Risk Management

• Comply with applicable financial regulations, including UAE and SCA regulations, industry standards and internal policies.
• Monitor client accounts and transactions for suspicious activities and compliance breaches.
• Educate clients on risk management practices, margin requirements and trading regulations.
• Collaborate with compliance teams on KYC and AML procedures.

Qualifications and Experience

• Bachelor’s degree in Finance, Economics, Business Administration or a related discipline is required.
• At least 5 years of experience as a Relationship Manager or Account Manager in the FX and CFD trading industry is required.
• Experience managing HNW client portfolios and executing client reactivation or upgrade campaigns is required.

Skills and Competencies

• Excellent communication, negotiation and presentation skills are required.
• Strong understanding of financial markets, FX trading, CFDs and related products is required.
• An analytical mindset and ability to interpret market data and trends are required.
• A target-driven approach and ability to drive revenue growth are required.
• Proficiency in CRM systems, trading platforms and financial software is required.