• Arab Bank Careers | Assistant Relationship Manager وظائف البنك العربي

    Arab Bank Careers | Assistant Relationship Manager وظائف البنك العربي

    Location: Egypt

    Job Description

    The Arab Bank is currently recruiting for the role of Elite Banking - Assistant Relationship Manager who will be responsible for the following tasks

    Duties and Responsibilities

    Your main responsibilities in this role include the following:

    • Support Senior Relationship Manager / Relationship Manager in servicing new and existing High Net Worth HNW client relationships and providing them with the full suite of financial products & services

    • Assist Senior Relationship Manager / Relationship Manager in achieving sales targets in line with best practice standards of services and acting as a “Trusted Advisor” to the HNW clientele

    • Ensure compliance with Private Banking policies and regulations and adhering to service quality standards.

    • Update relevant Relationship Manager with periodic evaluation report for customers’ portfolio, prepare investment proposals for clients and provide accurate customer information.

    • Assist in identifying new HNW clients and assist in the analysis of existing client business and identify new business opportunities.

    • Assist in establishing sales and revenue targets for existing and new client relationships.

    • Assist Senior Relationship Manager / Relationship Manager in providing clients with comprehensive advisory services.

    • Check documentation and ensure compliance with regulatory requirements

    • Develop comprehensive customized financial plans based on client risk profiles.

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

    • Escalate customer suggestions/concerns to the Senior Relationship Manager / Relationship Manager.

    • Provide high level of customer service to clients (proactive calls)

    Job Requirements

    • University degree in Business Administration or Finance or any related field.

    • 1-2 years in relationship management and sales of financial/investment products with a leading international / regional private bank.

    • Competences

    • Fluency in English & Arabic (where relevant) .

    • Excellent communication, networking and selling skills.

    • Strong interpersonal, presentation, & listening skills.

    • Good knowledge of financial markets, investment instruments, and investment management.

    • General understanding of market Dynamics / trends, and internal & external policies & controls regulations.

    • Ability to provide financial solutions to sophisticated clients.

    • Good computer skills (MS Office).

    Job Details

    Company/Organization: Arab Bank

    Employment Type: Full-time

    Job Location: Egypt

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