Relationship Manager
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Key skills for this role
About the Role
Century Financial seeks an experienced Relationship Manager to acquire HNI and UHNI clients, provide premium financial services, and drive business growth. The role requires over 5 years of sales experience in financial/banking/insurance, deep capital markets knowledge, and strong client relationship skills.
Key Skills for This Role
Responsibilities
- Acquire preferred HNI & UHNI clients
- Enhance Capital Markets Knowledge through continuous self learning and training
- Manage allocated clients via telephone or in person to justify Premium service value
- Grow client base through existing client network via referral
- Conduct detailed risk assessment and suitability assessment of clients
- Proactively entertain clients and prospects at events and meetings, including out of hours
- Understand and specify needs of high value clients and offer tailored support
- Liaise with client facing teams to ensure high standard of client services
- Drive business acquisition through reference, networking, and channel partnership
- Formulate sales plans to acquire new HNI customers
- Conduct risk profiling of all mapped clients for better advisory
- Ensure need based product approach towards clients
Requirements
- Over 5 years of Sales experience in Financial/ Banking/ Insurance industry
- Excellent knowledge and experience of financial markets
- CISI and SCA Certification are desirable but not mandatory
Full Job Posting
Organization Overview
- Century Financial is one of the UAE’s pioneering financial services company specializing in investments and trading in financial instruments like currencies, indices, shares, commodities, treasuries, and ETFs, along with exchange traded derivatives.
Role Overview
- As a Relationship Manager, one needs to have an exceptional understanding of the financial markets and track competition closely to stay ahead of the curve. Constantly strive to find innovative solutions to onboard new clients with the organization and ensure their healthy equity balances.
Job Description
- Responsible for acquiring preferred HNI & UHNI clients.
- Look to always enhance his/her Capital Markets Knowledge through continuous self learning and training provided by the company.
- Ensure that allocated clients are introduced/contacted regularly and managed effectively via telephone or in person in such a way as to justify the value of the “Premium” service.
- Proactive attitude of growing the client base through existing client network via referral.
- Conduct detailed risk assessment and suitability assessment of clients and offer products that are aligned to the client’s risk profile.
- Proactively and frequently entertaining clients (and prospects) at various events and meetings, which will include “out of hours” commitment on evenings and weekends, as part of your relationship management expectations.
- Understand and specify the needs and preferences of high value clients and offer tailored support.
- Liaise with other members of client facing teams to ensure a high standard of client services.
- Driving business acquisition through reference, networking, and channel partnership.
- Formulate sales plans to acquire new HNI customers for increasing customer base.
- Conduct risk profiling of all mapped clients for better advisory on investment and trading requirements.
- Ensuring need based product approach towards clients.
Requirement
- Over 5 years of Sales experience in Financial/ Banking/ Insurance industry.
- Excellent knowledge and experience of financial markets
- CISI and SCA Certification are desirable but not mandatory, eventually all candidates will be required to have them after joining.
Why Century Financial?
- Great Place to Work
- Dynamic & Inclusive Work Culture
- Competitive Incentive Packages & Benefits
- Learn from Industry Experts
- Supportive Team Environment
- Comprehensive Product Training
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