Assistant Relationship Manager- Chinese Speaker

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 an Assistant Relationship Manager, you will support the acquisition and servicing of HNI and UHNI clients, with a focus on Chinese-speaking clients. The role involves building strong client relationships, supporting business development initiatives, understanding financial market trends, and ensuring a high standard of client service while contributing to the growth of the client base and equity balances.

Job Description

• Support Relationship Managers in acquiring and onboarding new HNI and UHNI clients, particularly Chinese-speaking clients.
• Assist in managing client relationships through regular communication, follow-ups, and personalized service.
• Build and maintain strong relationships with existing clients to encourage retention, referrals, and business growth.
• Support business development activities through networking, referrals, and channel partnerships.
• Develop a strong understanding of financial markets, investment products, and trading services through continuous learning and company-provided training.
• Understand clients financial needs, investment objectives, and risk profiles to support suitable product recommendations.
• Assist in conducting client risk profiling and suitability assessments in line with company policies and regulatory requirements.
• Coordinate with internal teams to ensure smooth client onboarding and timely resolution of client queries.
• Support Relationship Managers in preparing sales plans and identifying opportunities to expand the client portfolio.
• Maintain regular contact with clients through telephone calls, meetings, and other communication channels.
• Assist in organizing client meetings, networking events, and business development activities, including occasional evening and weekend commitments.
• Ensure compliance with the company's Ethics and Code of Conduct policies and applicable regulatory requirements.

Requirements

• 2–5 years of experience in sales, client servicing, or relationship management within the financial services, banking, or insurance industry.
• Fluency in Mandarin Chinese and English is required.
• Good understanding of financial markets, investment products, or trading services.
• Strong communication, interpersonal, and client relationship management skills.
• A proactive approach to sales, networking, and business development.
• Ability to understand client needs and deliver a high standard of personalized service.
• Willingness to learn, develop market knowledge, and work towards business acquisition targets.
• CISI and SCA certifications are desirable but not mandatory at the time of joining; candidates will be required to obtain the relevant certifications after joining, as applicable.

Why Century Financial

• Great Place to Work
• Dynamic and Inclusive Work Culture
• Competitive Incentive Packages and Benefits
• Learn from Industry Experts
• Supportive Team Environment
• Comprehensive Product Training