• Arab Bank Jobs | Elite Relationship Manager

    Arab Bank Jobs | Elite Relationship Manager

    Location: Egypt
    Published:

    Job Description

    The Arab Bank is currently recruiting for the role of Elite Relationship Manager

    Duties and Responsibilities

    Your main responsibilities in this role include the following:

    • Servicing new and existing HNW clients relationships in the region by providing them with the full suite of financial services products & services.

    • Developing a business plan to acquire new client relationships as well as broadening existing client relationships.

    • Achieving sales targets in line with best practice standards of services and acting as a “Trusted Advisor” to the HNW clientele.

    • Adhering to Private Banking service quality standards.

    • Complying with Private Banking policies and guidelines.

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

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

    • Research competitive offering and solicit client feedback for new product ideas.

    • Have all clients’ files updated and ensure that all documents related to client are available in order to comply to KYC and AML Regulations.


    Job Requirements

    • Bachelors Degree from a recognized university .

    • Relevant professional certifications (eg. CF21 “Investment Advisor”), CFA a plus

    • Experience: 2-4 years in relationship management and sales of financial/investment products with a leading international / regional private bank. Proven record of building relationships and closing business.

    • Fluency in English.

    • Excellent communication, networking and selling skills.

    • Strong interpersonal, presentation, and listening skills.

    Job Details

    Company: Arab Bank

    Employment Type: Full-time

    Job Location: Cairo, Egypt

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