Prime Relationship Manager [Egypt]

 

• JOB PURPOSE

Responsible for providing new and existing affluent clients and institutional relationships with the full suite of EGBANK financial products and services, broadening existing client relationships, and retaining client ownership, in addition to monitoring and supporting Prime Assistant Relationship Managers.

• MAJOR RESPONSIBILITIES AND ACOUNTABILITIES

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• 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
• Ensure full compliance and adherence to policies, procedures, regulatory/internal regulations, related to any transactions executed.
• JOB PURPOSE
• Responsible for providing new and existing affluent clients and institutional relationships with the full suite of EGBANK financial products and services, broadening existing client relationships, and retaining client ownership, in addition to monitoring and supporting Prime Assistant Relationship Managers.
• MAJOR RESPONSIBILITIES AND ACOUNTABILITIES
• 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
• Ensure full compliance and adherence to policies, procedures, regulatory/internal regulations, related to any transactions executed.

• JOB REQUIREMENTS

Minimum Education

Bachelor Degree in Business Administration or any related field of study

Desired Education

CF21 Investment Advisor and CFA

Languages

Fluent in Arabic and English (writing and speaking)

Required Experience

2 - 4 years in relationship management and sales of financial/investment products

Proven record of building relationships and closing business

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