Relationship Manager
Skills
About This Role
Overview
ADSS is a successful retail and institutional brokerage based in Abu Dhabi.
The company is currently undergoing a multi-year transformation to become a fast growing, purpose-led, data-driven enterprise that delivers market-leading personalized content, propositions and experiences to traders.
To reinforce client-centricity the company structure, technology and operations are being redesigned alongside the crafting of a high-performance culture underpinned by The ADSS Way.
The objective is for ADSS to become a dynamic and innovative, trusted market leader as measured by feedback from clients, talent, shareholders and competitors.
The Relationship Manager within the Growth vertical is responsible for managing and strengthening relationships with a dedicated portfolio of High Net Worth (HNW) and high-potential clients who engage in FX and CFD trading.
The role focuses on maximizing Net Client Value (NCV) through targeted upgrade campaigns, cross-selling, and the systematic reactivation of semi-dormant accounts, ensuring clients receive tailored market insights and exceptional service.
Client Relationship Management & Growth
- Build and maintain strong relationships with an assigned portfolio of clients (maintaining an optimal ratio of 1:125 to 1:150), understanding their trading needs, objectives, and risk appetite.
- Execute targeted upgrade campaigns to facilitate the transition of high-potential clients to the Elite tier, increasing wallet share and trading volume.
- Systematically reactivate semi-dormant clients (no trades in the past 90 to 180 days) using structured outreach sequences, pricing prompts, and tailored portfolio ideas.
- Act as the main point of contact for assigned clients, handling inquiries, resolving issues, and ensuring prompt and efficient service delivery.
Financial Markets & Product Knowledge
- Engage with clients on FX and CFD products and market trends, and support their understanding of trading-related topics.
- Stay updated with market trends, economic indicators, and regulatory changes affecting FX and CFDs trading to provide clients with accurate and timely market insights.
- Analyze financial data, charts, and technical indicators to identify trading opportunities and risks for clients.
- Assist clients in understanding the risks associated with leveraged instruments and help them make informed trading decisions.
Performance & Targets
- Meet or exceed defined performance targets, specifically focusing on the number of clients upgraded to Elite, Growth segment NCV uplift, and reactivation rate improvement.
- Maintain a high level of client retention and minimize churn rate within the assigned portfolio.
- Track and report on key performance indicators (KPIs) such as revenue growth, client satisfaction, and campaign effectiveness.
- Maintain accurate and timely records of all client interactions, portfolio status, and follow-up activities within the CRM system.
Compliance & Risk Management
- Ensure strict compliance with relevant financial regulations (including UAE and SCA regulations), industry standards, and internal policies.
- Monitor client accounts and transactions for any suspicious activities or compliance breaches.
Experience
- Bachelor's degree in Finance, Economics, Business Administration, or a related discipline.
- 5+ years of proven experience as a Relationship Manager or Account Manager in the FX and CFDs trading industry.
- Experience managing High Net Worth (HNW) client portfolios and executing client reactivation or upgrade campaigns.
Skills
- Excellent communication, negotiation, and presentation skills.
- Strong understanding of financial markets, FX trading, CFDs, and related products.
- Analytical mindset with the ability to interpret market data and trends.
- Target-driven approach with a proven ability to create relationship opportunities and drive revenue growth.
- Resilience and comfort with ambiguity, capable of succeeding despite uncertainty.
- Proficiency in using CRM systems, trading platforms, and financial software.
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