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Relationship Manager

STARTRADER
Dubai, UAE
Full Time
Mid
Onsite
1 months ago
Client Relationship ManagementForex/CFD BrokerageMT4/MT5 PlatformsKYC & AML RequirementsRisk DisclosureCompliance
Free

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Key skills for this role

Client Relationship ManagementForex/CFD BrokerageMT4/MT5 Platforms
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Role Overview

  • We are seeking an experienced and client focused Client Relationship Manager with prior experience working in a regulated Forex brokerage (SCA or equivalent regulatory framework).
  • The role is responsible for managing and developing relationships with trading clients while ensuring full adherence to regulatory and compliance standards.

Client Relationship Management

  • Manage and grow a portfolio of retail and/or professional trading clients
  • Maintain consistent engagement through calls, emails, and virtual meetings
  • Drive client retention and increase trading activity within regulatory limits
  • Reactivate dormant accounts and improve client lifetime value
  • Handle client queries related to trading accounts, platforms, and market updates

Regulatory & Compliance (Cat 1 / Cat 5 Environment)

  • Ensure all communications comply with SCA regulations and internal compliance policies
  • Support KYC, onboarding, and suitability assessments
  • Ensure proper risk disclosures are communicated to clients
  • Avoid mis selling and unauthorized advisory activity
  • Coordinate with Compliance, Risk, and Operations teams

Trading & Product Knowledge

  • Provide guidance on MT4 / MT5 platform functionality
  • Explain leverage, margin requirements, spreads, swaps, and risk management principles
  • Assist clients with funding, withdrawals, and account related requests

Reporting & Performance

  • Achieve monthly retention and revenue related KPIs
  • Monitor client trading volumes and deposit behavior
  • Maintain accurate CRM records
  • Provide feedback to management on client trends and market sentiment
  • Convert leads into active trading clients
  • Explain company services, trading conditions, and account types
  • Follow up consistently to close deposits
  • Maintain pipeline tracking in CRM
  • Coordinate with Account Managers for smooth client handover
  • Ensure compliance in all client communications

Requirements and Skills

  • 2–5+ years of experience in Forex / CFD brokerage
  • Experience within a Category 1 or Category 5 regulated firm (SCA preferred)
  • Strong understanding of UAE regulatory framework
  • Strong understanding of KYC & AML requirements
  • Strong understanding of risk disclosure and suitability processes
  • Proficiency in MT4 / MT5 platforms
  • Excellent communication and negotiation skills
  • Ability to work within a structured compliance driven environment
  • Multilingual candidates preferred
  • Bachelor’s degree in Finance, Business, or related field (preferred)

Why join us?

  • STARTRADER is built on trust, innovation, and excellence.
  • High performance is recognized, careers grow quickly, and teams collaborate to deliver exceptional client experiences.

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