Elite Relationship Manager- Elite RM
Arab Bank
EGYPT
منذ 2 يوم

Description

Accountabilities and Key Roles :

  • Provide service to new andexisting High Net Worth (HNW) clients in the region by providing them with thefull suite of financial services products and services.
  • Develop a business plan toacquire new clients as well as broadening existing client relationships.
  • Achieve sales targets inline with best practice standards of services and acting as a Trusted Advisor to the HNW clients (in terms of Investment and Portfolio).
  • Adhere and comply withPrivate Banking service quality standards, policies and guidelines.
  • Have all clients’ filesupdated and ensure that all documents related to client are available in orderto comply with Know Your Customer (KYC) and Anti-Money Laundry (AML)Regulations.
  • Develop comprehensivecustomized financial plans based on client risk profiles.
  • Continuous monitoring ofclient portfolios (quarterly reviews and annual re-balancing).
  • Research competitiveoffering and solicit client feedback for new product ideas.
  • Escalate customersuggestions / concerns to the Country / Region head.
  • Provide the highest levelof customer service to clients (proactive calls and visits) in order to have clients’ownership.
  • Mentor AssistantRelationship Managers (ARMs).
  • Qualifications

    Job Requirements : Education : University degree in BusinessAdministration or Finance or any related field. Relevant professionalcertifications (e.

    g. CFA) is a plus. Experience : 2-4 years in relationshipmanagement and sales of financial / investment products with a leadinginternational / regional private bank. Competencies :

  • Fluent in English and Arabic.
  • Excellent communication,networking and selling skills.
  • Strong interpersonal,presentation, and listening skills.
  • Good knowledge of financialmarkets, investment instruments, and investment management
  • Sound understanding of marketdynamics / trends, and internal and external policies and controls regulations.
  • Ability to providefinancial solutions to sophisticated clients.
  • Good computer skills (MSOffice).
  • قدِّم طلب ترشيحك
    بريدي الالكتروني
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    استمارة الطلب