ARM

؜ - ؜Giza ؜ -
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Job details


  • JOB PURPOSE
    Responsible for assisting the Prime Senior Relationship Managers and the Prime
    Relationship Managers in providing financial services solutions to the
    affluent client base, establishing sales and revenue targets for existing and
    new client relationships, and providing clients with comprehensive advisory
    services, while maintain a high quality of service.

  • MAJOR RESPONSIBILITIES AND ACOUNTABILITIES

  • Prepares investment proposals for clients and provides accurate customer information

  • Develops comprehensive customized financial plans based on client risk profiles

  • Assists in identifying new clients and business opportunities, and in the analysis of existing clients

  • Researches competitive offering and solicit client feedback for new product ideas, in agreement with the Senior Relationship managers and Prime Relationship Managers

  • Deals with customer queries and requests as well as transaction processing to include check documentation and ensures compliance with regulatory requirements

  • Escalates customer suggestions and concerns to the Prime Senior Relationship managers and Prime Relationship Managers

  • Monitors client portfolios continuously (quarterly reviews and annual rebalancing)

  • Maintains up-to-date clients' files and complete documentation in order to comply to KYC and AML regulations

  • Submits periodic evaluation report for customers' portfolio to relevant Prime Relationship Managers

  • Undertake all, non-routine client contacts with the prior agreement of the Senior Relationship managers and Prime Relationship Managers

  • Manages the day to day administrative activities

  • Ensures full compliance and adherence to policies, procedures, regulatory/internal regulations, related to any transactions executed.

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Job Summary

  • Advertiser: EGBank
  • Announcement date: 11/04/2023
  • Type of employment: -
  • Experience level: -
  • Educational level: -
  • Job location: Giza
  • Salary: -
  • Phone number: -

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