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Relationship Manager - Organic Sales

ADSS
Dubai, UAE
Full-time
Mid-Senior
Onsite
Discovered 6 days ago
Client relationship managementFX tradingCFD tradingHigh-net-worth client portfolio managementClient upgrade and reactivation campaignsFinancial market analysis

Full Job Posting

About ADSS

ADSS is a retail and institutional brokerage based in Abu Dhabi undergoing a multi-year transformation toward a data-driven, client-centric enterprise.

Role overview

The Relationship Manager in the Growth vertical manages and strengthens a portfolio of HNW and high-potential FX and CFD trading clients.

The role seeks to maximize Net Client Value through upgrades, cross-selling, and reactivation of semi-dormant accounts while providing tailored market insights and service.

Responsibilities

  • Build and maintain relationships with assigned clients, understanding their trading needs, objectives, and risk appetite; the stated portfolio ratio is 1:125 to 1:150.
  • Run targeted upgrade campaigns to move high-potential clients to the Elite tier and increase wallet share and trading volume.
  • Reactivate clients with no trades in the past 90–180 days through structured outreach, pricing prompts, and tailored portfolio ideas.
  • Serve as the main contact for assigned clients, resolve inquiries, and provide prompt service.
  • Advise clients on FX and CFD strategies, market trends, and risk management; keep up with market, economic, and regulatory developments.
  • Analyze financial data, charts, and technical indicators to identify opportunities and risks; explain leveraged-instrument risks to clients.
  • Meet targets for Elite upgrades, Growth segment NCV uplift, and reactivation; retain clients and minimize churn.
  • Track and report KPIs including revenue growth, client satisfaction, and campaign effectiveness; maintain accurate CRM records.
  • Comply with UAE and SCA regulations, industry standards, and internal policies; monitor accounts and transactions for suspicious activity or compliance breaches.
  • Educate clients on risk management, margin requirements, and trading regulations; collaborate on KYC and AML procedures.

Qualifications and experience

  • Bachelor's degree in Finance, Economics, Business Administration, or a related discipline.
  • At least 5 years of proven experience as a Relationship Manager or Account Manager in FX and CFD trading.
  • Experience managing HNW client portfolios and executing client reactivation or upgrade campaigns.

Skills and competencies

  • Excellent communication, negotiation, and presentation skills.
  • Strong understanding of financial markets, FX trading, CFDs, and related products; ability to interpret market data and trends.
  • Target-driven approach with a proven ability to create relationship opportunities and drive revenue growth.
  • Resilience, comfort with ambiguity, and proficiency with CRM systems, trading platforms, and financial software.

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