• CIB Egypt Careers | Wealth Relationship Manager

    CIB Egypt Careers | Wealth Relationship Manager

    Location: Ismailia, Egypt

    Job Description

    the Commercial International Bank CIB is hiring a Wealth Relationship Manager who will be responsible for Promoting the development and growth of the Wealth Management Segment through acquisition and nourishing of Wealth customer’s relations via 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 and at a less cost.

    Duties and Responsibilities

    Your main responsibilities in this role include the following:

    • Manage efficiently the portfolio of customers designated, Acquire NTB customers, Enrol, and Upgrade existing customers along with cross-selling all exclusive products to the customer to achieve his/her set target and meet the annual approved plan.

    • Review reports provided from Quality Assurance Department & Call Centre which indicates the level of service & rate of complaints, then ensure that any customer complaint is solved, as well as striving for achieving the best in class service through professional customer handling.

    • Track wealth customers’ inflows and outflows on a daily basis and contact customers to seek information behind unexpected behaviours.

    • Insuring that a consistently high level of customer service is maintained by effectively dealing with CIB Wealth Customer’s queries and complaints.

    • Ensure that the work area is maintained in good condition and that product literature is available and prominently displayed.

    • Respond positively and 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 proposition is provided to branch heads and all front liners in order to create quality referrals.

    • Attend meetings with segment management to address wealth customers needed service and products

    • Prepare a daily sales report including all sales activities and call reports to share it with Branch Head.

    • Seek and continuously develop knowledge and information about competitor activity, pricing and tactics and communicate this within division.

    Job Requirements

    • Bachelor’s degree of Commerce, Business Administration, Accounting, or its equivalent.

      MBA and CFA is a plus.

    • Minimum of 3 – 6 years of experience in a sales/financial position.

    • Strong academic record or a track record of string achievements.

    • Excellent command of English and Arabic. Knowledge of additional languages would be an asset

    Job Details

    Company/Organization: Commercial International Bank CIB

    Vacancy Type: Full-time Job

    Job Functions: Sales/Finance

    Job Location: Ismailia, Egypt

    Application Deadline: N/A


    Apply on CIB website

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