Senior Associate - Relationship ( Emrati Talent )

Role overview

Client relationships and sales

• Manage an assigned client portfolio and understand clients' objectives and trading interests.
• Contact prospective and existing clients through calls, email, and digital channels to promote company products and services.
• Support client activation, engagement, and retention through structured follow-up.
• Identify opportunities to increase client activity and refer clients to specialist teams when appropriate.
• Respond promptly to enquiries and maintain accurate CRM records.
• Meet acquisition, activation, retention, sales, activity, conversion, and revenue targets.
• Build a healthy pipeline through prospecting and consistent client engagement.
• Collaborate with internal stakeholders to support onboarding and a seamless client experience.

Market knowledge and performance

• Develop knowledge of financial markets, FX, CFDs, and company products through training and coaching.
• Stay informed about market developments and economic events to support client conversations.
• Track personal performance, contribute to team objectives, and maintain accurate reporting and documentation.
• Maintain client satisfaction through professional and timely communication.

Qualifications and experience

• Bachelor's degree in finance, economics, business administration, or a related discipline.
• 2–4 years of experience in sales, business development, account management, or another customer-facing commercial role.
• Financial services or trading experience is advantageous but not required.
• Sales-target achievement and strong client relationship-building ability are required; fast-paced, target-driven experience is preferred.

Skills and competencies

• Excellent communication, interpersonal, and relationship-building skills.
• Strong sales and negotiation skills with a customer-first mindset.
• Commercially driven, resilient, adaptable, organised, and attentive to detail.
• Curious and willing to learn about financial markets and trading products.
• Proficiency with CRM systems and Microsoft Office applications.

Compliance

• Follow applicable regulatory requirements, internal policies, and procedures.
• Complete mandatory compliance and product training.
• Escalate client concerns or potential compliance issues appropriately.
• Support KYC and AML requirements throughout the client lifecycle.