Senior Relationship Manager – Private Banking at Redstone Search Group

Dubai, Dubai, United Arab Emirates -

Full Time

Start Date

Immediate

Expiry Date

21 Dec, 26

Salary

60000.0

Posted On

22 Sep, 26

Experience

7 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Yes

Skills

Industry

Financial Services & Insurance

Description

Key Responsibilities and AccountabilitiesClient Relationship Management & GrowthBuild and maintain strong relationships with an assigned portfolio of clients (maintaining an optimal ratio of 1:125 to 1:150), understanding their trading needs, objectives, and risk appetite.
Execute targeted upgrade campaigns to facilitate the transition of high-potential clients to the Elite tier, increasing wallet share and trading volume.
Systematically reactivate semi-dormant clients (no trades in the past 90 to 180 days) using structured outreach sequences, pricing prompts, and tailored portfolio ideas.
Act as the main point of contact for assigned clients, handling inquiries, resolving issues, and ensuring prompt and efficient service delivery.
Financial Market Knowledge & AdvisoryProvide expert advice and guidance to clients regarding FX and CFD trading strategies, market trends, and risk management techniques.
Stay updated with market trends, economic indicators, and regulatory changes affecting FX and CFDs trading to provide clients with accurate and timely market insights.
Analyze financial data, charts, and technical indicators to identify trading opportunities and risks for clients.
Assist clients in understanding the risks associated with leveraged instruments and help them make informed trading decisions.
Performance & TargetsMeet or exceed defined performance targets, specifically focusing on the number of clients upgraded to Elite, Growth segment NCV uplift, and reactivation rate improvement.
Maintain a high level of client retention and minimize churn rate within the assigned portfolio.
Track and report on key performance indicators (KPIs) such as revenue growth, client satisfaction, and campaign effectiveness.
Maintain accurate and timely records of all client interactions, portfolio status, and follow-up activities within the CRM system.
Compliance & Risk ManagementEnsure strict compliance with relevant financial regulations (including UAE and SCA regulations), industry standards, and internal policies.
Monitor client accounts and transactions for any suspicious activities or compliance breaches.
Educate clients on risk management practices, margin requirements, and trading regulations.
Collaborate with the compliance team to implement appropriate Know Your Customer (KYC) and Anti-Money Laundering (AML) procedures.

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Responsibilities

Key Responsibilities and AccountabilitiesClient Relationship Management & GrowthBuild and maintain strong relationships with an assigned portfolio of clients (maintaining an optimal ratio of 1:125 to 1:150), understanding their trading needs, objectives, and risk appetite.
Execute targeted upgrade campaigns to facilitate the transition of high-potential clients to the Elite tier, increasing wallet share and trading volume.
Systematically reactivate semi-dormant clients (no trades in the past 90 to 180 days) using structured outreach sequences, pricing prompts, and tailored portfolio ideas.
Act as the main point of contact for assigned clients, handling inquiries, resolving issues, and ensuring prompt and efficient service delivery.
Financial Market Knowledge & AdvisoryProvide expert advice and guidance to clients regarding FX and CFD trading strategies, market trends, and risk management techniques.
Stay updated with market trends, economic indicators, and regulatory changes affecting FX and CFDs trading to provide clients with accurate and timely market insights.
Analyze financial data, charts, and technical indicators to identify trading opportunities and risks for clients.
Assist clients in understanding the risks associated with leveraged instruments and help them make informed trading decisions.
Performance & TargetsMeet or exceed defined performance targets, specifically focusing on the number of clients upgraded to Elite, Growth segment NCV uplift, and reactivation rate improvement.
Maintain a high level of client retention and minimize churn rate within the assigned portfolio.
Track and report on key performance indicators (KPIs) such as revenue growth, client satisfaction, and campaign effectiveness.
Maintain accurate and timely records of all client interactions, portfolio status, and follow-up activities within the CRM system.
Compliance & Risk ManagementEnsure strict compliance with relevant financial regulations (including UAE and SCA regulations), industry standards, and internal policies.
Monitor client accounts and transactions for any suspicious activities or compliance breaches.
Educate clients on risk management practices, margin requirements, and trading regulations.
Collaborate with the compliance team to implement appropriate Know Your Customer (KYC) and Anti-Money Laundering (AML) procedures.