Senior Client Portfolio Manager
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Key skills for this role
About the Role
A leading financial services organization in Dubai is seeking an experienced SCA Licensed Relationship Manager with a minimum of 4 years in the brokerage industry. The role involves building client relationships, promoting investment and trading solutions, and ensuring compliance with SCA regulations.
Key Skills for This Role
Responsibilities
- Build and maintain long term relationships with retail and institutional clients
- Promote investment, brokerage, trading, and wealth management solutions
- Identify new business opportunities and expand the client portfolio
- Provide financial market insights and investment guidance
- Ensure compliance with SCA regulations and company policies
- Achieve sales and revenue targets through effective client management
- Work closely with internal teams to deliver exceptional customer service
- Maintain accurate client records and documentation
Requirements
- Minimum 4 years of experience in the Brokerage Industry
- Valid SCA License is mandatory
- Experience in Financial Services, Trading, Crypto, or Investment sectors
- Strong client acquisition and relationship management skills
- Own client database/network
- Excellent communication and negotiation skills
- Fluency in English and Arabic or English and French is mandatory
Full Job Posting
About The Role
- Experience Required Minimum 4 years (Brokerage Industry).
- Looking for an experienced and client focused SCA Licensed Relationship Manager to join a leading financial services organization in Dubai.
- Ideal candidate will have a strong background in brokerage, trading, investments, or financial markets.
Key Responsibilities
- Build and maintain long term relationships with retail and institutional clients.
- Promote investment, brokerage, trading, and wealth management solutions.
- Identify new business opportunities and expand the client portfolio.
- Provide financial market insights and investment guidance.
- Ensure compliance with SCA regulations and company policies.
- Achieve sales and revenue targets through effective client management.
- Work closely with internal teams to deliver exceptional customer service.
- Maintain accurate client records and documentation.
Requirements
- Minimum 4 years of experience in the Brokerage Industry.
- Valid SCA License is mandatory.
- Experience in Financial Services, Trading, Crypto, or Investment sectors.
- Strong client acquisition and relationship management skills.
- Candidates should have their own client database/network.
- Excellent communication and negotiation skills.
- Fluency in English and Arabic or English and French is mandatory.
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