Financial Markets Specialist
7 days ago
**Company Overview**
Century Financial is a pioneering financial services company in the UAE, specializing in investments and trading of various financial instruments.
**Role Overview**
As a Relationship Manager, one must have an exceptional understanding of the financial markets and be able to stay ahead of the curve by continuously learning and training.
**Job Description:**
- Acquire preferred HNI & UHNI clients through innovative solutions.
- Enhance Capital Markets knowledge through continuous self-learning and training provided by the company.
- Regularly manage allocated clients via telephone or in-person to justify the value of the "Premium" service.
- Grow the client base through existing client network via referral.
- Conduct detailed risk assessment and suitability assessment of clients and offer products aligned to the client's risk profile.
- Entertain clients (and prospects) at various events and meetings, including out-of-hours commitment on evenings and weekends.
- 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.
- Drive 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.
- Ensure a need-based product approach towards clients.
**Requirements:**
- Over 5 years of sales experience in the Financial/Banking/Insurance industry.
- Excellent knowledge and experience of financial markets.
- CISI and SCA Certification are desirable but not mandatory; all candidates will be required to obtain them after joining.
**Why Century Financial?**
- A great place to work.
- A dynamic and inclusive work culture.
- Competitive incentive packages and benefits.
- Learn from industry experts.
- A supportive team environment.
- Comprehensive product training.
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