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Relationship Manager

• Self-driven, aspirational candidates currently working within the Independent Financial Advisors space or Priority/ Premier Banking.
• Relevant and successful experience dealing with clients for their wealth management needs.
• Built a record of successfully advising on investments with a decent return to the client.
• Possess the credibility to cultivate trusting relationships with ultra-high net worth clients and should be entrepreneurial and capable of bringing in new clients/investment relationships and managing activity levels to achieve targeted sales revenue. Develop a client portfolio and ensure proactive and quality follow-up of customers.
• Manage clients’ needs and expectations and provide customized solutions, keeping in mind a holistic approach.
• Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation, and safeguarding the company, its clients, and assets, by driving compliance with applicable laws, rules, and regulations, adhering to policy, applying sound ethical judgment regarding personal behavior, conduct, and business practices, and escalating, managing and reporting control issues with transparency.

Premium Client Manager - Arabic Speaker

Organisation Overview

Century Financial is UAE’s pioneering financial services organization specializing in investments and trading in CFDs, FX, OTC derivatives, ETFs, along with exchange-traded products. We are looking for a Premium Client Manager to join our dynamic client-acquisition team.

Role Overview

As a Premium Client 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 organisation 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.

Comply with the established companies ‘Ethics & Code of Conduct’ policies.

Job 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.

Proficiency in the Arabic language is mandatory.

Personal Attributes

This will be a busy role in a team so the successful candidate’s behaviours will need to strongly align to our values.

Champion the client: Customer service is a passion, cultivates trust, has clarity, and communicates well, works with pace and momentum.

Lead the way: Innovative and resilient, strong learning agility and curiosity

Love what we do: Conscientiousness - has high self-discipline, carefulness, thoroughness, and organization, Flexible and adaptable

Employment Type

Full Time

Premium Client Manager - Chinese Speaker

Organisation Overview

Century Financial is UAE’s pioneering financial services organization specializing in investments and trading in CFDs, FX, OTC derivatives, ETFs, along with exchange-traded products. We are looking for a Premium Client Manager to join our dynamic client-acquisition team.

Role Overview

As a Premium Client 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 organisation 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.

Comply with the established companies ‘Ethics & Code of Conduct’ policies.

Job 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.

Proficiency in the Chinese language is mandatory.

Personal Attributes

This will be a busy role in a team so the successful candidate’s behaviours will need to strongly align to our values.

Champion the client: Customer service is a passion, cultivates trust, has clarity, and communicates well, works with pace and momentum.

Lead the way: Innovative and resilient, strong learning agility and curiosity

Love what we do: Conscientiousness - has high self-discipline, carefulness, thoroughness, and organization, Flexible and adaptable

Employment Type

Full Time

Premium Client Manager (Russian Speaking)

Organisation Overview

Century Financial is UAE’s pioneering financial services organization specializing in investments and trading in CFDs, FX, OTC derivatives, ETFs, along with exchange-traded products. We are looking for a Premium Client Manager to join our dynamic client-acquisition team.

Role Overview

As a Premium Client 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 organisation 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.

Comply with the established companies ‘Ethics & Code of Conduct’ policies.

Job 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.

Proficiency in the Russian language is mandatory.

Personal Attributes

This will be a busy role in a team so the successful candidate’s behaviours will need to strongly align to our values.

Champion the client: Customer service is a passion, cultivates trust, has clarity, and communicates well, works with pace and momentum.

Lead the way: Innovative and resilient, strong learning agility and curiosity

Love what we do: Conscientiousness - has high self-discipline, carefulness, thoroughness, and organization, Flexible and adaptable

Employment Type

Full Time

Research Analyst (Global Markets)

Job Description

• - Conduct macro-research on global economy and various asset classes like Equity, Bonds, FX and Commodity
• - Providing industry research on various sectors and analyze the fundamental drivers
• - Preparation of investment thesis for Equities, bonds etc
• - Generation of Research reports for supporting Trading, Sales and Marketing
• - Prepare well diversified customer portfolio’s with allocation to different asset classes as per client request.
• - Knowledge of structured products and preparing investment pitches for various wealth management products
• - Financial modelling and statistical analysis skills
• - Familiarity with terminals like Bloomberg and Reuters
• - Tasks to be completed in a time bound manner and must be capable of handling stress
• - Should assist in improving existing processes, solve problems and must be a self-starter

Desirable

• - CISI Certification
• - SCA Certification

Qualifications

• - 3+ years of relevant experience.
• - - MBA in Finance / CFA / CMT