Relationship Officer

Who are we? CFI Financial Group is an award-winning trading provider, possessing more than 25 years of experience with multiple offices around the world including London, Larnaca, Beirut, Amman, Dubai, Port Louis, and others. CFI is hiring! Make your mark in the online trading industry. Are you looking to pursue a career in finance? Do you want to work with a dynamic and growing team in the exciting world of online trading and investing? If you answered yes, then we have some amazing opportunities for you! Job Description: We are hiring a talented Relationship Officer professional to join our team. Responsibilities: • Filling KYCs, following up with clients in case of any missing document, dealing with Backoffice and compliance • Responding to client’s requests in timely manner • Keeping-up with formats’ updates • Minimizing the number of in process / draft leads by following up and completing the documents • Possess in-depth product knowledge and be able to conduct demos and handle objections • Prepare concise and accurate reports, proposals, booking packages, and other required documentation for executive-level presentations • Support the onboarding clients, and coordinating with other departments (Documents, KYCs) • Confirmation Calls, following up with the unfunded accounts. • Educate and inform clients about the company’s products, services, and special offers. • Work with internal departments to ensure the company meets clients’ expectations. • Identify and report any patterns or trends in customer inquiries to help improve products and services. • Adhere to company policies, procedures, and regulatory guidelines at all times. Requirements: • Bachelor’s degree in business or related field. • Excellent communication skills, both written and verbal, with the ability to explain complex ideas clearly. • Strong problem-solving skills and the ability to think critically to resolve customer issues. • Professional and empathetic demeanor when dealing with customer complaints or challenging situations. • Fluency in English and Arabic. Why join CFI? • We’re a fast-growing, multinational company • Competitive salaries and benefits • Work and learn with industry professions • Supportive and collaborative environment • Unlimited opportunities for growth and development Show more Show less

Bachelor’s degree in business or related field. Excellent communication skills, both written and verbal, with the ability to explain complex ideas clearly. Strong problem-solving skills and the ability to think critically to resolve customer issues. Professional and empathetic demeanor when dealing with customer complaints or challenging situations. Fluency in English and Arabic.

Filling KYCs, following up with clients in case of any missing document, dealing with Backoffice and compliance; Responding to client’s requests in timely manner; Keeping-up with formats’ updates; Minimizing the number of in process / draft leads by following up and completing the documents; Possess in-depth product knowledge and be able to conduct demos and handle objections; Prepare concise and accurate reports, proposals, booking packages, and other required documentation for executive-level presentations; Support the onboarding clients, and coordinating with other departments (Documents, KYCs); Confirmation Calls, following up with the unfunded accounts; Educate and inform clients about the company’s products, services, and special offers; Work with internal departments to ensure the company meets clients’ expectations; Identify and report any patterns or trends in customer inquiries to help improve products and services; Adhere to company policies, procedures, and regulatory guidelines at all times.