Relationship Manager

Overview

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.