Job Description
EG-Bank is currently recruiting for the role of Relationship Manager
Duties and Responsibilities
Your main responsibilities in this role include the following:
Establishes and achieves sales and revenue targets for existing and new client relationships
Serves new and existing affluent clients and institutional relationships in the region by providing them with the full suite of financial products and services
Provides 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
Acquires new client relationships as well as broadening existing client relationships (greater share of wallet and higher cross sell ratios)
Focuses on AUM (Asset under management) and footings growth and appropriate assets
Has all clients’ files updated and ensures that all documents related to clients are available in order to comply to KYC and AML regulations
Develops comprehensive customized financial plans based on client risk profiles
Researches competitive offering and solicit client feedback for new product ideas
Continuous monitoring of client portfolios (quarterly reviews and annual rebalancing)
Retains client ownership (strong knowledge of client account, transactions and all issues related to client
Escalates customer suggestions and concerns to the Prime Senior Relationship Officer and Head of prime
Submits call report and daily sales report (DSR) to the Prime Senior Relationship Officer and the Head of Prime
Monitors and supports Prime Assistant Relationship Managers
Acts as a “Trusted Advisor” to the affluent clients
Adheres to affluent banking service quality standards
Complies with affluent banking policies and guidelines
Job Requirements
Bachelor Degree in Business Administration or any related field of study
Desired education MBA
Fluent in Arabic and English (writing and speaking)
2 -4 years in relationship management and sales of financial/investment products
Proven record of building relationships and closing business
