Wealth Management Relationship Manager

؜ - ؜مصر ؜ -

تفاصيل الوظيفة

Date: Dec ‎21, ‎2022
Location: Shooting Club Branch (EGY69), Egypt
Company: AL AHLI BANK OF KUWAIT


Job Purpose


Manage relationships with high net worth clients through fully understanding
the client 's circumstances and investment appetite to ensure superior
financial management is provided


Key Accountabilities



  • Sales : Achieve the financial targets as per wealth Management department strategy, objectives & products applied and worked on with the relationship managers team

  • Sales opportunities:
    Seizing and utilizing opportunities to cross sell additional products and
    services to the existing Clients
    Obtaining referrals and approaching them ensuring new opportunities are always
    flowing

  • Priority customers Maintain strong and in depth relationships with priority customers and refer sales opportunities to Premium Banking team

  • Customer service Deliver superior high quality customer service, exceeding satisfaction goals by always responding to customer enquiries and that their issues are always identified and handled

  • Customer transactions Support CSRs in customer transactions, ensure transactions are promptly logged and all appropriate documents are completed and up to date


Education


Bachelor's Degree or Equivalent Certification/Experience


Experience


Minimum of ‎7 years in a branch role, typically CSR & Sales experience.
Knowledge:
* Advanced knowledge of WM products and services
* Good understanding of WM customer needs


Competencies & Skills


Developing Capabilities,
Leading People,
Managing Resources,
Technical Expertise,

ملخص الوظيفة

  • المُعلن : Al-Ahli Bank Of Kuwait
  • تاريخ الإعلان : 20/12/2022
  • نوع العمل : -
  • مستوى الخبرة : -
  • المستوى التعليمي : -
  • الراتب : -
  • الهاتف : -

وظائف أخرى مثل هذه الوظيفة

دبي
29/11/2023

United Arab Emirates Human Resources (HR) Global Wealth Management **Job Reference #** 285255BR **City** Dubai **Job Type** Full Time **Your role** Are you at your best when solving problems for clients and building long-term relationships? Do you have a proven track record in client advising and s…

دبي
22/07/2022

### **_Job Responsibilities:_** * _Accompany Wealth Managers in the commercial relationship and the operational support of our clients, in order to discover the management of a client portfolio as a whole._ * _Participate on a daily basis in the management and monitoring of our clients ' accoun…

الكويت
13/06/2022

#### **Job Description** Operational Duties : * Provide investment advices based on the Bank investment product and service offerings. * Manage extensive interaction with the Bank Private Customers, treasury managers, risk managers, marketers, salespeople and senior management. * Coordinates …

دبي
05/01/2023

#### **Who are Hoxton Capital Management?** Hoxton Capital Management is a borderless, independent financial advisory consultancy, unrelenting in its commitment to safeguarding our client's financial future. Founded by UK qualified financial advisers, Hoxton Capital Management offers a fresh approa…

مصر
24/08/2022

**Date:** Aug 23, 2022 **Location:** Zamalek Branch (EGY52), Egypt **Company:** AL AHLI BANK OF KUWAIT ## **Job Purpose** Data entry and processing of a wide range of transactions accurately and timely for high net worth customers. ## **Key Accountabilities** Check the basis of the transaction is c…

الرياض
10/08/2022

Responsible for Overseeing the relationship with customers handled by your team, and also resolving customer complaints quickly and efficiently. ##### **Essential Responsibilities and Duties** 1\. Implement customer service methodologies, procedures and tools of Customer Relationship Management de…

الرياض
27/06/2022

#### **Job Description** * Building, maintaining, and enhancing relationship with clients to develop long term satisfaction. * Handle customer needs with reliability and be responsive in providing prompt service. * Use proactive communication and effectively seek a resolution for a bad experi…

الإمارات
07/12/2023

Job description **Wealth Operations Manager 0000JNU7** Some careers grow faster than others. If you're looking for a career where you will be respected as an individual and valued for the contributions you make, join HSBC, and discover how diversity drives our success. Whether you want a career …

subbah al salem
02/06/2022

## **Introduction** This client is a low voltage switchgear manufacturing & electrical trading company in kuwait. The company has products ranging from LV switchgear, circruit protection, control & automation, wiring accessories, lighting and other electrical products for domestic, commercial & ind…

الرياض
02/07/2022

**Description** **About this role** **Sales Support, Analyst (Institutional Client Business)** BlackRock serves clients in more than 60 countries, including pension funds, foundations, endowments, official institutions, insurance companies, sub- advisory relationships, high net worth individuals,…

Language: English