Relationship Manager

About Century Financial

Century Financial is a leading financial services firm in the UAE, specializing in investments and trading across various financial instruments including currencies, indices, stocks, commodities, treasury products, ETFs, and exchange-traded derivatives.

Role Summary

The Relationship Manager position demands a deep knowledge of financial markets, dedicated client acquisition, and fostering strong relationships with high-net-worth individuals (HNI) and ultra-high-net-worth individuals (UHNI). The role involves continuous learning to enhance capital markets expertise and strategic client engagement to maintain healthy equity balances.

Key Responsibilities

• Acquire and maintain relationships with preferred HNI and UHNI clients.
• Continuously improve Capital Markets knowledge through self-education and company training.
• Maintain regular and effective contact with allocated clients via phone or face-to-face methods, delivering premium client service.
• Adopt a proactive approach to grow client base using network and referrals.
• Perform detailed client risk and suitability assessments to recommend appropriately aligned products.
• Engage clients and prospects at events and meetings, including evenings and weekends as required.
• Identify and fulfill high-value clients’ unique needs by providing personalized support.
• Collaborate with other client-facing teams to ensure excellent service standards.
• Drive new business acquisition through referrals, networking, and partnerships.
• Develop sales strategies focused on expanding the HNI customer base.
• Conduct comprehensive risk profiling for all managed clients to optimize investment and trading advice.
• Adopt a needs-based product approach tailored to client requirements.
• Comply with company ethics and code of conduct at all times.

Qualifications and Experience

• Minimum of 5 years’ experience in sales within financial services, banking, or insurance sectors.
• Strong expertise and practical knowledge of financial markets.
• CISI and SCA certifications are preferred but not mandatory; however, all employees will be expected to attain these certifications post-hire.

Why Work with Century Financial?

• Recognized as a great place to work with a dynamic and inclusive culture.
• Competitive incentive programs and benefits.
• Opportunities to learn from industry experts.
• Supportive and collaborative team environment.
• Comprehensive training on financial products.