Relationship Manager
Role Overview
The Relationship Manager acquires new clients, maintains high-value client relationships, and supports client needs in financial markets.
The role emphasizes client onboarding, healthy equity balances, competition awareness, and innovative client acquisition.
Key Skills for This Role
Full Job Posting
Organization overview
Century Financial provides investment and trading services involving currencies, indices, shares, commodities, treasuries, ETFs, and exchange-traded derivatives.
Role overview
The Relationship Manager acquires new clients, maintains high-value client relationships, and supports client needs in financial markets.
The role emphasizes client onboarding, healthy equity balances, competition awareness, and innovative client acquisition.
Responsibilities
- Acquire preferred high-net-worth and ultra-high-net-worth clients and develop the customer base.
- Maintain allocated relationships by telephone or in person, providing premium service and tailored support.
- Grow business through client referrals, networking, and channel partnerships; formulate plans to acquire new clients.
- Assess client risk, suitability, and risk profiles; offer needs-based products aligned with clients’ investment and trading requirements.
- Coordinate with client-facing colleagues to maintain service standards.
- Attend client and prospect events and meetings, including evenings and weekends, and continue developing capital-markets knowledge.
Requirements
- More than five years of sales experience in financial services, banking, or insurance is required.
- Excellent knowledge and experience of financial markets are required.
- CISI and SCA certifications are desirable but not mandatory at hiring; candidates are expected to obtain them after joining.
Why Century Financial
- The employer lists a supportive and inclusive culture, competitive incentives and benefits, industry learning, and product training.
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