Prime ( Relationship Manager )

؜ - ؜الجيزة ؜ -

تفاصيل الوظيفة


  • JOB PURPOSE
    The Prime Relationship Manager is responsible for providing new and existing
    affluent clients and institutional relationships with the full suite of EGBANK
    financial products and services, broadening existing client relationships, and
    retaining client ownership, in addition to monitoring and supporting Prime
    Assistant Relationship Managers.

  • MAJOR RESPONSIBILITIES AND ACOUNTABILITIES

  • Establishes and achieves sales and revenue targets for existing and new client relationships

  • Serves new and existing affluent clients and institutional relationships in the region by providing them with the full suite of financial products and services

  • Provides clients with comprehensive advisory services:

    • Investment advisory: Advising clients related to specific products and services

    • Portfolio advisory: Advising clients with regards to overall portfolio construction based on asset allocation methodology



  • Acquires new client relationships as well as broadening existing client relationships (greater share of wallet and higher cross sell ratios)

  • Focuses on AUM (Asset under management) and footings growth and appropriate assets

  • Has all clients' files updated and ensures that all documents related to clients are available in order to comply to KYC and AML regulations

  • Develops comprehensive customized financial plans based on client risk profiles

  • Researches competitive offering and solicit client feedback for new product ideas

  • Continuous monitoring of client portfolios (quarterly reviews and annual rebalancing)

  • Retains client ownership (strong knowledge of client account, transactions and all issues related to client

  • Escalates customer suggestions and concerns to the Prime Senior Relationship Officer and Head of prime

  • Submits call report and daily sales report (DSR) to the Prime Senior Relationship Officer and the Head of Prime

  • Monitors and supports Prime Assistant Relationship Managers

  • Acts as a "Trusted Advisor" to the affluent clients

  • Adheres to affluent banking service quality standards


  • Complies with affluent banking policies and guidelines




  • JOB REQUIREMENTS
    Minimum education




: Bachelor Degree in Business Administration or any related field of study


Desired education


: CF21 Investment Advisor and CFA


Languages


: Fluent in Arabic and English (writing and speaking)


Ideal experience


: ‎2 -‎4 years in relationship management and sales of financial/investment
products
Proven record of building relationships and closing business

ملخص الوظيفة

  • المُعلن : EGBank
  • تاريخ الإعلان : 30/09/2022
  • نوع العمل : -
  • مستوى الخبرة : -
  • المستوى التعليمي : -
  • مكان العمل : الجيزة
  • الراتب : -
  • الهاتف : -

وظائف أخرى مثل هذه الوظيفة

الجيزة
08/12/2022

* **MAJOR RESPONSIBILITIES AND ACOUNTABILITIES** * Collect and analyze the data of potential and existing clients to prepare credit packages * Follow up on granted credit facilities and review its annual renewal procedures * Conduct calls to ensure that granted facilities are utilized in ag…

الجيزة
24/11/2022

* **MAJOR RESPONSIBILITIES AND ACOUNTABILITIES** * Suggest strategies for the credit relationship under supervision and ensure implementing the approved strategy to the allocated accounts. * Ensure the Bank's leadership position and the extension of top quality service and ensure regular visits…

دبي
03/06/2022

Department Description: Business Banking was set up as a separate vertical to manage allnonindividual relationships under RBWM Business Banking has always ensured that the customers are placed on the right platforms so as to provide them with the best products and services possible Brief Descri…

الإمارات
27/06/2022

**Relationship Manager - 0000HNIA** **Some careers have more impact than others.** If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direct…

دبي
30/04/2022

Arton Capital is looking for a dynamic and commercially astute candidate to work in the business development department of a world-class, global leader in second residence and citizenship planning as the Relationship Manager for its global operations. The successful candidate should have excellent …

دبي
08/06/2022

The primary role of a Relationship Manager is to compile and submit client applications for residence and citizenship programs, as well as to perform all the necessary related tasks. This role includes building and managing rapport with clients and their advisors to ensure optimum client acquisitio…

دبي
03/04/2023

**Organization Unit Purpose** Corporate & Institutional Banking respectively cater to the requirements of Medium Corporates, Multinational Companies and High Net worth Individuals, whilst contributing to the Bank's growth and profitability. **Job Purpose** A core professional relationship role resp…

الإمارات
23/05/2023

* Achieve allocated sales targets through direct effort or via agents. * Meet prospecting targets by ensuring the required number of prospects per day. * Achieve tele-calling targets in terms of number of connected calls. * Maintain overall activity levels. * Building and maintaining re…

دبي
26/07/2022

Our Relationship Managers work alongside our Private Client Advisors and undertake a broad range of tasks that develop them to a stage where they can ultimately progress into a Private Client Advisor themselves. The Relationship Manager's role involves: * Business development * Research/Parapla…

أسيوط
26/12/2022

**Date:** Dec 25, 2022 **Location:** Assiut Branch (EGY4), Egypt **Company:** AL AHLI BANK OF KUWAIT ## **Job Purpose** Deliver high quality service to customers through providing banking service ## **Key Accountabilities** * Sales Achieve sales targets covering all required banking products a…

Language: English