{"id":4050088,"url":"https://alion.io/job/caliberly-relationship-manager-wealth-management","title":"Relationship Manager - Wealth Management","company":{"id":4479767,"name":"Caliberly","domain":"caliberly.com","url":"https://alion.io/company/caliberly","size_band":null,"is_staffing_agency":true,"employer_type":"agency","is_intermediary":false,"listed_via":null,"ats_vendor":"Manatal","truth_index":null},"role":"Finance","role_family":"Finance","seniority":"middle","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Dubai, United Arab Emirates"],"countries":["AE"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":4,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-11-11T01:21:40Z","employer_posted_date":"2026-11-11","last_verified_at":"2026-11-11T01:21:40Z","board_verified":true,"closed_at":null,"days_open":0,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":0},"description":"RELATIONSHIP MANAGER\nJOB DESCRIPTION\nROLE OVERVIEW\nWe are a fast-growing portfolio management company seeking highly driven Relationship Managers (RMs) for a hardcore sales role.\nKEY RESPONSIBILITIES\nLead Generation & Prospecting\nIdentify and generate new leads through networking, referrals, and other relationship-driven channels.\nBuild a pipeline of prospective clients interested in wealth management services.\nMeeting Scheduling\nSet up meetings with qualified prospects to pitch the company's offerings.\nSales Target Achievement\nDrive sales to achieve an annual revenue target through new client acquisitions.\nMeet monthly revenue targets based on the overall goal.\nRelationship Management\nBuild and nurture strong relationships with clients to foster loyalty and repeat business.\nProvide excellent post-sales support and regular follow-ups to ensure client satisfaction.\nREQUIREMENTS\nMust have 4-5 years of recent experience in a wealth management firm.\nMust have an established client book.\nExcellent communication, negotiation, and persuasion skills.\nTarget-driven mindset with a hunger for achieving and exceeding sales goals.\nAbility to thrive in a fast-paced, high-pressure sales environment.\nEnglish language proficiency.\nAn entrepreneurial-minded advisor with a passion for equity investments.\nA self-starter who can run your own practice and grow your client base.\nA knowledgeable professional who understands the nuances of investment strategies.\nIf you're ready to take control of your career and join a team that values independence and growth, we want to hear from you!\nKEY PERFORMANCE INDICATORS (KPIs)\nNumber of new leads generated.\nNumber of client meetings scheduled per month.\nAchievement of quarterly and yearly revenue targets.\nClient retention and relationship management performance.\nEMPLOYMENT DETAILS\nEmployment Type: Full-Time\nJob Type: Full-time\nApply now!","description_format":"text","description_chars":1887,"description_truncated":false,"requirements":{"experience_years_min":4,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[{"language":"English","level":"Advanced (C1)","optional":false}]},"benefits":["Equity"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial 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