Relationship Officer
CFI Financial Group
Job Description
CFI Financial Group in Manama, Bahrain is hiring a full-time Relationship Officer to support client onboarding and relationship management within its online trading business. The role involves managing KYC documentation, client follow-ups, product demos, and coordination with compliance and back-office teams. This on-site position requires a business degree, strong communication skills in Arabic and English, and a client-focused approach in a fast-growing financial services firm.
## Responsibilities
- Complete KYC forms and follow up with clients to collect missing documents
- Respond to client requests in a timely and professional manner
- Coordinate with Backoffice and Compliance teams to ensure accurate processing
- Reduce pending and draft leads by proactively following up to finalize documentation
- Maintain strong product knowledge and conduct demos while handling client objections
- Prepare clear reports, proposals, booking packages, and documentation for executive presentations
- Support client onboarding and liaise with documentation and KYC teams
- Conduct confirmation calls and follow up with unfunded accounts
- Educate clients on company products, services, and special offers
- Work across internal departments to meet client expectations
- Identify trends in customer inquiries and provide feedback to improve products and services
- Adhere to company policies, procedures, and regulatory requirements
## Requirements
- Bachelor’s degree in Business or related field
- Excellent written and verbal communication skills with ability to explain complex ideas clearly
- Strong problem-solving and critical thinking skills to resolve client issues
- Professional and empathetic approach when handling complaints and challenging situations
- Fluency in English and Arabic
## Why This Role Matters
You will be a key point of contact for clients entering the online trading market with an award-winning global broker. Your work will directly support client onboarding, satisfaction, and the growth of CFI’s regional operations.