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Open nowFirst seen 2 days ago

Relationship Manager - Wealth Management

Caliberly740 open roles

Where
Dubai, United Arab Emirates
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Your applicationOpen nowRelationship Manager - Wealth ManagementCaliberly · Dubai, United Arab Emirates

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The clock on this job

Early applications get read.

11.8% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.1%1 day
  2. 4.4%3 days
  3. 11.8%7 days
  4. 18.5%14 days
  5. 35.5%30 days
  6. 45.1%60 days
This job: first seen 2 days ago

The posting

RELATIONSHIP MANAGER

JOB DESCRIPTION

ROLE OVERVIEW

We are a fast-growing portfolio management company seeking highly driven Relationship Managers (RMs) for a hardcore sales role.

KEY RESPONSIBILITIES

Lead Generation & Prospecting

  • Identify and generate new leads through networking, referrals, and other relationship-driven channels.
  • Build a pipeline of prospective clients interested in wealth management services.

Meeting Scheduling

  • Set up meetings with qualified prospects to pitch the company's offerings.

Sales Target Achievement

  • Drive sales to achieve an annual revenue target through new client acquisitions.
  • Meet monthly revenue targets based on the overall goal.

Relationship Management

  • Build and nurture strong relationships with clients to foster loyalty and repeat business.
  • Provide excellent post-sales support and regular follow-ups to ensure client satisfaction.

REQUIREMENTS

  • Must have 4–5 years of recent experience in a wealth management firm.
  • Must have an established client book.
  • Excellent communication, negotiation, and persuasion skills.
  • Target-driven mindset with a hunger for achieving and exceeding sales goals.
  • Ability to thrive in a fast-paced, high-pressure sales environment.
  • English language proficiency.
  • An entrepreneurial-minded advisor with a passion for equity investments.
  • A self-starter who can run your own practice and grow your client base.
  • A knowledgeable professional who understands the nuances of investment strategies.

If you're ready to take control of your career and join a team that values independence and growth, we want to hear from you!

KEY PERFORMANCE INDICATORS (KPIs)

  • Number of new leads generated.
  • Number of client meetings scheduled per month.
  • Achievement of quarterly and yearly revenue targets.
  • Client retention and relationship management performance.

EMPLOYMENT DETAILS

Employment Type: Full-Time

Job Type: Full-time

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