Job Description
The CIB Egypt is currently recruiting for the role of Wealth Manager
Promote the development & growth of the Wealth Management Segment through acquisition & nourishing of Wealth customer’s relations through selling a value adding financial advice for a portfolio of CIB Wealth clients aiming to achieve the financial ambitions and aspirations of Wealth customers faster & at a less cost.
Duties and Responsibilities
Your main responsibilities in this role include the following:
Sales & Service
Manage efficiently the portfolio of customers designated, Acquire NTB customers, enrol and upgrade existing customers along with cross selling all exclusive products to the customers, to increase portfolio penetration and to achieve his/her set target and meet the annual approved plan
Review reports provided from the Quality Assurance Department & Call Centre which indicates the level of services & rate of complaints, then ensure that any Wealth customer complaint is solved as well as striving for achieving the best in class service through professional customer handling.
Track Wealth customers’ inflows & outflows on a daily basis and contact customers to seek information behind un expected behaviours.
Handle all account opening & its related operations process including system input & data entry.
Ensure that the work area is maintained in good condition and that product marketing material is available, prominently displayed and updated
Provide best in class service level to the portfolio while ensuring efficient reachability and contacting all existing customers in portfolio in predefined time manor.
Log on CRM all sales activities & customer interactions.
Act on CRM leads generation by contacting and converting opportunities within predefined TAT and conversion/contact rate.
Execute sales plan that ensure performance efficiency vs. Target and exceed productivity benchmark.
Introduce and promote alternative channels to customers to support achieving digital offloading strategy.
Reporting, Communication & Coordination:
Respond positively & diligently to colleagues and coordinate and communicate effectively with branch staff and support units to ensure that customers’ requests are processed timely and efficiently.
Ensure that the required awareness about the value proposition is provided to Branch Managers & all Branch Staff in order to create quality referrals.
Develop knowledge and information about competitor activity, pricing and tactics and communicate with the Wealth District Head & the Wealth Segment Management to ensure CIB’s edge within the market.
Job Requirements
Bachelor’s degree of Commerce, Business Administration, Accounting, or its equivalent ( MBA and CFA is a plus)
For Wealth Manager: Minimum 3 – 5 years of experience in a sales/financial position
For Senior Wealth Manager: Minimum 6 – 8 years of experience in a sales/financial position
Excellent command of English and Arabic. Knowledge of additional languages would be an asset
Strong analytical and numerical skills
Strong interpersonal, communication and networking skills
Service Oriented
Can work under pressure and meet monthly targets
Self-driven and result oriented with a positive outlook and clear focus on delivering results
Job Details
Company: Commercial International Bank - CIB
Employment Type: Full-time
Job Location: South Sinai, Egypt
