• Arab Bank - Egypt Careers | Elite Relationship Manager Job

    Arab Bank - Egypt Careers | Elite Relationship Manager Job

    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:

    • Provide financial services solutions to the current client base

    • Identify and acquire new clients

    • Broaden existing client relationships (greater share of wallet, higher cross sell ratios)

    • Establish sales and revenue targets for existing and new client relationships

    • Provide clients with comprehensive advisory services:

    • Investment Advisory: Advising clients related to specific products and services

    • Portfolio Advisory: Advising clients with regards to overall portfolio construction based on asset allocation methodology

    • 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

    • Escalate customer suggestions/concerns to the Country/Region head

    • Providing the highest level of customer service to clients (proactive calls and visits) in order to have clients ownership

    • Mentoring Assistant Relationship Managers

    • Retain Client ownership (strong knowledge of client account, transactions and all issues related to client)


    Job Requirements

    • 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.

    • Bachelors Degree from a recognized university .

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

    • Strong communication and interpersonal skills

    Job Details

    Company: Arab Bank

    Employment Type: Full-time

    Job Location: Cairo, Egypt

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