Relationship Manager
Skills
About This Role
Organization Overview
Century Financial is one of the UAE’s pioneering financial services company specializing in investments and trading in financial instruments like currencies, indices, shares, commodities, treasuries, and ETFs, along with exchange-traded derivatives.
Role Overview
As a Relationship Manager, one needs to have an exceptional understanding of the financial markets and track competition closely to stay ahead of the curve.
Constantly strive to find innovative solutions to onboard new clients with the organization and ensure their healthy equity balances.
Job Description
- Responsible for acquiring preferred HNI & UHNI clients.
- Look to always enhance his/her Capital Markets Knowledge through continuous self-learning and training provided by the company.
- Ensure that allocated clients are introduced/contacted regularly and managed effectively via telephone or in-person in such a way as to justify the value of the “Premium” service.
- Proactive attitude of growing the client base through existing client network via referral.
- Conduct detailed risk assessment and suitability assessment of clients and offer products that are aligned to the client’s risk profile.
- Proactively and frequently entertaining clients (and prospects) at various events and meetings, which will include “out-of-hours” commitment on evenings and weekends, as part of your relationship management expectations.
- Understand and specify the needs and preferences of high-value clients and offer tailored support.
- Liaise with other members of client-facing teams to ensure a high standard of client services.
- Driving business acquisition through reference, networking, and channel partnership.
- Formulate sales plans to acquire new HNI customers for increasing customer base.
- Conduct risk profiling of all mapped clients for better advisory on investment and trading requirements.
- Ensuring need-based product approach towards clients.
- Comply with the established companies ‘Ethics & Code of Conduct’ policies.
Requirement
- Over 5 years of Sales experience in Financial/ Banking/ Insurance industry.
- Excellent knowledge and experience of financial markets
- CISI and SCA Certification are desirable but not mandatory, eventually all candidates will be required to have them after joining.
- Why Century Financial?
- Great Place to Work
• Competitive Incentive Packages & Benefits
- Learn from Industry Experts
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