Relationship Manager

Job Description

Dubai, UAE

Role Purpose

Business Development & Revenue Growth

• Proactively identify, approach, and engage new clients strictly within jurisdictions and channels permitted by the Company’s regulatory permissions and in line with the Company’s growth strategy.
• Build and maintain a high-quality pipeline of prospects through networking, referrals, and market intelligence.
• Achieve and consistently exceed assigned monthly key performance indicators aligned with revenue, client suitability standards, conduct requirements, and long-term client sustainability
• Drive cross-selling and upselling of the Company’s products and services across the client base, where appropriate and consistent with client classification and suitability assessments
• Conduct regular business development meetings (virtual and in-person) to expand wallet share and deepen client engagement.

Client Relationship Management

• Serve as the primary point of contact for assigned clients, ensuring a seamless and professional client experience.
• Develop long-term relationships based on trust, responsiveness, and commercial value.
• Monitor client activity levels and proactively engage to support retention and reactivation initiatives.
• Address client inquiries, concerns, and escalations promptly and effectively, coordinating with internal teams where required.
• Maintain detailed and accurate client records, interaction notes, and call reports within the CRM system.

Client Onboarding & Education

• Guide prospective clients through the onboarding process in coordination with the Onboarding and Compliance teams.
• Provide factual product information and platform guidance.
• Deliver structured product demonstrations and training sessions tailored to client needs and experience levels.
• Ensure clients understand key risks, operational procedures, and platform functionality.

Collaboration & Internal Coordination

• Work closely with Compliance, Operations, Finance, and Marketing teams to ensure smooth client servicing.
• Support internal initiatives aimed at improving client experience, operational efficiency, and revenue performance.
• Contribute feedback from clients to support product and service enhancements.

Compliance & Risk Awareness

• Conduct all activities in accordance with the Capital Market Authority (CMA) regulations (where applicable), UAE financial services laws, AML/CFT legislation, and internal governance policies.
• Ensure all client interactions and business activities comply with Company policies and applicable regulatory requirements.
• Identify, disclose, and appropriately manage any actual or potential conflicts of interest in accordance with the Company’s Conflicts of Interest Policy.
• Do not provide investment advice, portfolio management, or discretionary recommendations unless specifically authorised under the Company’s regulatory license.
• Support proper KYC/AML standards during client onboarding and ongoing relationship management.
• Maintain high standards of professional conduct and confidentiality at all times.

Profile Requirements

• Proven experience in relationship management, sales, or business development within CFDbroker.
• Strong understanding of capital markets, CFDs, and client lifecycle management.
• Demonstrated ability to meet and exceed commercial targets.
• Excellent communication, negotiation, and stakeholder management skills.
• High level of integrity, professionalism, and client-centric mindset.
• Strong organizational skills and attention to detail.

Required Qualifications & Experience

• Bachelor’s degree in Finance, Business Administration, or a related field.
• Minimum 4 years of experience in relationship management, sales, or business development within the CFD industry.
• Demonstrated track record of meeting or exceeding revenue and client acquisition targets.
• Strong understanding of CFDs, capital markets, and client lifecycle management.
• Familiarity with regulatory and compliance frameworks relevant to financial services (e.g., KYC/AML).
• Professional certifications (e.g., CISI, CFA, or equivalent) are an advantage.

Skills & Competencies

• Excellent communication and negotiation skills
• Strong commercial and analytical mindset
• Client-centric approach with high attention to detail
• Target-driven, proactive, and resilient
• High level of integrity and professionalism