• وظائف البنك المصري الخليجي EG-Bank | Relationship Manager

    وظائف البنك المصري الخليجي EG-Bank | Relationship Manager

    Location: Egypt
    Published:

    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

    Job Details

    Company: EG-Bank

    Employment Type: Full-time

    Job Location: Egypt

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