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Experience
3 - 5 Years
Job Location
Education
Bachelor of Business Administration
Nationality
Any Nationality
Gender
Any
Benefits
Commission
Vacancy
8 Vacancies
Job Description
Roles & Responsibilities
The Relationship Manager (FX & CFDs) will be responsible for building, maintaining, and expanding relationships with retail and institutional clients. This role requires in-depth knowledge of FX & CFD products, trading platforms (MT4/MT5), and client account management. The ideal candidate will serve as a trusted partner to clients, ensuring high satisfaction while identifying opportunities for growth and retention.
Key Responsibilities
1. Client Relationship Management
- Manage and grow a portfolio of high-value retail and institutional clients.
- Serve as the primary point of contact, handling queries and resolving issues promptly.
- Ensure clients receive excellent trading support, account guidance, and platform training.
- Proactively strengthen client loyalty and retention through regular engagement.
2. Business Development & Growth
- Identify and pursue opportunities to increase client trading volumes and wallet share.
- Support cross-selling of additional products, services, and platform features.
- Work with sales teams to acquire and onboard new clients.
- Contribute to client retention campaigns, events, and promotional activities.
3. Market & Product Knowledge
- Maintain a strong understanding of FX & CFD products, global financial markets, and trading trends.
- Provide basic market insights and updates to clients (without offering investment advice).
- Educate clients on trading platforms (MT4/MT5, WebTrader, mobile apps) and tools.
4. Compliance & Reporting
- Ensure all client interactions comply with regulatory standards (MiFID II, ESMA, FCA, CySEC, DFSA, ASIC, etc.).
- Assist in client onboarding, KYC/AML verification, and account monitoring.
- Maintain accurate records of communications and transactions.
- Prepare reports on client activity, feedback, and business performance.
5. Internal Collaboration
- Work closely with dealing desk, risk, compliance, and IT teams to support client needs.
- Provide client feedback to improve products, platforms, and services.
Desired Candidate Profile
- Bachelor’s degree in Finance, Economics, Business, or related field.
- 3–5+ years of experience as a Relationship Manager / Account Manager in the FX & CFD brokerage industry.
- Strong knowledge of trading products, platforms (MT4/MT5), and brokerage operations.
- Excellent communication, interpersonal, and negotiation skills.
- Proven track record in client retention, upselling, and account growth.
- Ability to handle multiple client relationships in a fast-paced environment.
- Fluency in English; additional languages (Arabic, Mandarin, Russian, Hindi, etc.) are an advantage.
Employment Type
- Full Time
Company Industry
Department / Functional Area
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Jio Markets Commercial Brokers
Jio Markets Commercial Brokers LLC is a leading financial services provider specializing in Forex and CFD trading. With a strong commitment to innovation and excellence, we have established ourselves as a trusted partner for institutional and retail clients worldwide.
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