Relationship Manager

About Century Financial

Century Financial is a pioneering financial services firm in the UAE, specializing in investments and trading across financial instruments including currencies, indices, equities, commodities, treasuries, ETFs, and derivatives traded on exchanges.

Role Summary

The Relationship Manager position demands in-depth knowledge of financial markets and vigilance in monitoring competition to maintain a competitive edge. The core focus is on securing new clients and maintaining strong equity balances for existing accounts.

Key Responsibilities

• Acquire preferred High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI) as clients.
• Continuously update and deepen capital markets expertise through self-learning and company-offered training.
• Regularly engage allocated clients through calls or face-to-face meetings to deliver a premium level of service.
• Proactively expand client base via referrals within existing client networks.
• Conduct detailed client risk and suitability assessments to recommend appropriate financial products aligned with their risk profiles.
• Entertain and engage clients and prospects at events or meetings, including evenings and weekends as required for relationship management.
• Identify individual client needs and preferences to provide customized support.
• Coordinate with other client-facing team members to ensure high-quality client service experiences.
• Drive business growth through networking, referrals, and channel partnerships.
• Develop sales strategies aimed at acquiring new HNI customers to grow the client base.
• Perform thorough risk profiling for clients to advise effectively on investment and trading products.
• Adopt a need-based approach for product recommendations to clients.
• Adhere strictly to the company’s Ethics & Code of Conduct policies.

Requirements

• Minimum of five years sales experience within financial services, banking, or insurance sectors.
• Strong understanding and hands-on experience with financial markets.
• Possession of CISI and SCA certifications is advantageous but not mandatory at hiring; however, all new hires are expected to obtain these certifications subsequently.

Why Join Century Financial?

• Recognized great workplace environment
• Dynamic and inclusive culture
• Attractive incentive schemes and benefits
• Opportunity to learn from industry leaders
• Supportive team atmosphere
• Extensive product training provided