Relationship Manager

About Century Financial

Century Financial is a leading financial services firm in the UAE, specializing in investments and trading across a broad spectrum of financial instruments including currencies, indices, shares, commodities, treasuries, ETFs, and exchange-traded derivatives.

Role Overview

The Relationship Manager role demands an in-depth understanding of financial markets coupled with a keen awareness of the competition to maintain a competitive edge. This role focuses on acquiring and managing high net-worth and ultra-high net-worth clients, ensuring robust equity balances, and delivering premium client service.

Key Responsibilities

• Acquire preferred HNI and UHNI clients by proactively engaging prospects and existing networks.
• Continuously update and enhance capital markets knowledge through self-directed learning and company-provided training.
• Regularly connect with assigned clients, managing relationships through calls and face-to-face meetings to uphold premium service standards.
• Grow client base via referrals from existing clients, demonstrating a proactive growth mindset.
• Conduct thorough risk and suitability assessments to recommend products aligned with clients’ risk profiles.
• Entertain clients and prospects at various events, including commitments during evenings and weekends, to strengthen relationships.
• Understand individual client needs and preferences to offer tailored support and solutions.
• Collaborate with client-facing teams to ensure consistent high-quality client service.
• Drive business development through referrals, networking, and channel partnerships.
• Develop sales strategies aimed at acquiring new HNI clients to expand the customer base.
• Perform risk profiling for all clients to provide appropriate investment and trading advice.
• Adopt a need-based approach to offer suitable financial products.
• Adhere strictly to the company’s ethics and code of conduct policies.

Requirements

• Minimum of 5 years sales experience in financial services, banking, or insurance sectors.
• Strong knowledge and hands-on experience with financial markets.
• CISI and SCA certifications are preferred but not mandatory initially; all employees must obtain these certifications after joining.
• Demonstrated UAE market experience is essential.

Benefits of Working at Century Financial

• Recognized as a great place to work with a dynamic and inclusive workplace culture.
• Competitive incentive programs and employee benefits.
• Opportunities to learn from seasoned industry professionals.
• A supportive team environment that fosters professional growth.
• Comprehensive training on financial products and markets.