Wealth Manager
About This Role
Organization Overview
We are UAE's pioneering financial services firm with 35+ years of expertise in comprehensive investment solutions. We offeraccess to 40,000 financial instruments across 125 global markets in 31 countries — powered by insight and innovation. Our multicultural team of over 250 professionals catersto the unique needs of local and expatriate clients, delivering outstanding investment services.
Role Overview
We are seeking a high-performing Relationship Manager to drive client acquisition and business development in the exchange-traded derivatives space. This is a pure hunter role, focused on sourcing, onboarding, and activating institutional investors, corporates, family offices, proprietary trading firms, and high-net-worth individuals (HNIs).
The role covers derivatives trading across global exchanges, including equity index futures & options, commodity derivatives, interest rate derivatives, along with structuring bespoke, client-specific derivative portfolios aligned to risk appetite, trading objectives, and market conditions.
Key Responsibilities
- Drive new client acquisition and onboarding for exchange-traded derivatives, focusing on clients with a minimum investment of USD 100,000 and above.
- Identify, engage, and convert institutional investors, corporates, family offices, proprietary trading firms, algorithmic traders, and high-net-worth individuals (HNIs) across regional and global markets.
- Pitch and structure directional, hedging, volatility, spread, and delta-neutral strategies, aligned with client objectives and risk profiles.
- Educate clients on margin frameworks, MTM settlements, rollover mechanics, contract specifications, and exchange regulations.
- Build and manage a strong acquisition pipeline through cold outreach, professional networks, referrals, exchange events, and industry forums.
- Achieve defined targets across new funded accounts, trading volumes, brokerage revenue, and client activation metrics.
- Monitor market trends including volatility, open interest, rollover activity, expiry behavior, and global macro events to support client conversations.
- Collaborate with dealing desks, research, risk, operations, and compliance teams to ensure seamless execution and regulatory adherence.
- Support business growth initiatives through client seminars, webinars, and market briefings on derivatives, options strategies, and risk management.
Ideal Candidate Profile
- Bachelor’s degree in finance, Economics, Business, Engineering, Mathematics, or a related discipline.
- MBA (Finance), CFA, FRM, CA, or relevant market certifications preferred.
- 3–5+ years of experience in derivatives sales, institutional broking, proprietary trading, structured products, or wealth management.
- Proven track record in new client acquisition and activation within derivatives markets.
- Strong exposure to global exchanges, multi-asset derivatives, and institutional/HNI clients.
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