Private Banking Relationship Manager
7 months ago
1. Market the full range of products & service to Private Banking clients’ segmentation and
contribute effectively in achieving the Private Banking budget while identifying and
meeting customer needs through acting as a financial advisor to the assigned customers
2. Manage and increase the portfolio by acquiring NTB Private Banking customers and
cross sell EG-Bank services and products to existing and prospective customers
3. Serve new, existing Private Banking clients and institutional relationships through
providing them with a comprehensive advisory services and a full suite of financial
products and services considering the clients risk profiles
4. Update all KYC for all Private Banking clients within the assigned portfolio and ensure that
all documents related to those clients are available in order to comply to KYC and AML
regulations.
5. Handling all Private Banking customers’ inquiries and complains and ensure resolving
them efficiently within the set TAT while delivering a consistent and tailored Private
management service to Private Banking clients and developing a long term, in depth client relationship.
6. Analyze portfolio performance statistics to better understand customer behavior and plan
for future activities with a continuous focus towards helping the client to adapt to changes
in personal circumstances and financial environment
7. Review daily inflows/outflows of the assigned portfolio to retain clients and avoid losing
funds and report any anomalies to the Senior Relationship Manager
8. Ensure that customers are receiving a superior service and aligned with EG-Bank
guidelines, services standards and CBE regulations
9. Respond positively and diligently to colleagues and coordinate and communicate
effectively with the Branch and support units to ensure that customers’ requests are
processed timely and effectively
10. Conduct an in-depth market scan on competitors offering within the Private Banking
proposition and provide recommendations to the Senior Relationship Manager on
improvements
11. Prepare a daily sales report inclusion all sales activity and call reports to share it with the
Area Manager
-
Private Banking Senior Relationship Manager
8 months ago
مصر, Egypt EGBank Full timeResponsible for achieving the target and meeting the business plan. Focus on AUM (Asset under management) and footings growth and appropriate assets. Schedule regular visits to Private Banking customers. Follows up the customers’ requests in a timely manner and ensures that they are delivered with the highest quality of service exceeding the customer...
-
Premier Direct Relationship Manager Gsc's
6 months ago
مصر, Egypt HSBC Full time-Job description **Business: Contact Center** **Role Title: Premier Direct Relationship Manager GSC’s** **Location **_(Country / City )_**: Egypt** **Major Challenges**_ _**(The challenges inherent in the role that require a continual test of the role holder’s abilities) - Achieve Wealth/ Investment & Insurance business targets for Premier business,...
-
Banking and Treasury Manager
6 months ago
مصر, Egypt Grifols Egypt for Plasma Derivatives Full time**Job Objective** Skilled and experienced Banking & Treasury Manager to lead and oversee all aspects of our financial operations related to banking, treasury, and cash flow management. You will play a critical role in ensuring the company's financial stability and liquidity, while optimizing financial resources and mitigating risks. This is a challenging...
-
Prime Relationship Manager
8 months ago
مصر, Egypt EGBank Full timeEstablishes 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...
-
Corporate Relationship Manager-cairo
6 months ago
مصر, Egypt Al-Ahli Bank Of Kuwait Full time**Date**:Dec 3, 2022 **Location**: Head Office (EGY44), Egypt **Company**:AL AHLI BANK OF KUWAIT **Job Purpose**: Manage a client portfolio and develop business with new clients through marketing Corporate products & services. **Key Accountabilities**: - Prepares the documentation required for approved facility with the credit, legal, and credit admin)...
-
Bank Reconciliations Supervisor
6 months ago
مصر, Egypt Giza Systems EG Full timeReview monthly bank reconciliations. - Monitor proper allocation of cash resources. - Updates the management with the status and calculation of debts and interest per category and Bank. - Controls and monitors the agreed deals with banks. - Resolves pending internal bank transactions. - Ensures that all bank transactions are properly allocated. - Handle all...
-
Frontline Officer
6 months ago
مصر, Egypt HSBC Full time-Job description **About HSBC**: HSBC is one of the world’s leading banks, with a network covering 67 countries and territories. Our global reach means we offer many ways for you to develop your career. We offer an inclusive, values-led culture, tailored learning and development programs and competitive benefits. We have roles in retail, commercial,...
-
Prime Assistant Relationship Manager
7 months ago
مصر, Egypt EGBank Full time1. Market the full range of products & service to Prime clients’ segmentation and contribute effectively in achieving the prime budget while identifying and meeting customer needs through assisting the Senior RM & RM in preparing investment proposals for clients and providing accurate customer information 2. Assist the Senior RM & RM in managing and...
-
Prime Senior Relationship Manager
8 months ago
مصر, Egypt EGBank Full timeMarket the full range of products & service to Prime clients’ segmentation and contribute effectively in achieving the prime budget while identifying and meeting customer needs through acting as a financial advisor to the assigned customers Manage and increase the portfolio by acquiring NTB prime customers and cross sell EG-Bank services and products to...
-
T24 Core Banking Developer
6 months ago
مصر, Egypt Advansys Full timeResponsible for identifying and communicating functional issues and risks associated with solutions and participating in infrastructure design reviews. - Defines, promotes, and encourages the use of engineering practices. - Provides consulting and coaching of the system functionalities. - Formulates and defines system scope and objectives through research...
-
Digital Banking Manager
8 months ago
مصر, Egypt EGBank Full timeImplement strategic plans for digital banking services to align with overall organizational objectives and market trends to ensure meeting digital banking adoption, usage, customer satisfaction, and revenue generation Collaborate with internal stakeholders, external partners and third-party service providers, to enhance digital banking capabilities and...
-
Digital Banking Manager
6 months ago
مصر, Egypt EGBank Full timeProvide Digital Banking expertise for EGBANK employees as they service customers Digital Banking needs, including hardware and software troubleshooting and diagnosis Pull Digital Banking reports and perform manual clean-up of data (inactive, eStatement changes, removing closed accounts from Bill Pay, etc.) Be one of the go-to people Digital Banking knowledge...
-
Smes Relationship Manager
6 months ago
مصر, Egypt EGBank Full timeIdentify expansion opportunities with existing clientele base to achieve portfolio growth. - Closely monitor Past Dues Report, and take any required action, after consulting with Unit Head, and strictly adhere to EG Bank Credit, Legal policies. - Marketing for the bank’s different products and services and select the best clients and attract their banking...
-
Project Manager Banking
7 months ago
مصر, Egypt Pillars Consultancy Full time**Job Purpose**: Support, and follow up on all the works and activities related to Bank projects in order to achieve our strategic plans by using a variety of project management techniques to ensure that projects are achieving their objectives/goals. Duties & Responsibilities: **Key Responsibility**: - Issuing and finalizing required initial and final memos...
-
Partners Relationships Manager
6 months ago
مصر, Egypt Dsquares Full timeDsquares specializes in offering loyalty programs that bring our customers closer to their consumers. Through our different range of solutions, we deliver an end-to-end experience, managing and executing all technical, operational, and commercial aspects of our customers’ loyalty programs. From full loyalty programs, couponing solutions to interactive...
-
Relationship Manager
6 months ago
مصر, Egypt LARUS Limited Full timeThe LARUS Foundation is looking for a motivated Relationship Manager to join our team. The **Relationship Manager** is responsible for creation and management of a well-coordinated, strategic development plan to cultivate and solicit support for LARUS Foundation. **Responsibilities** - Identify and develop long-term relationships with tech companies (This...
-
Marketing & Engagement Manager (Fintech or Banking)
6 months ago
مصر, Egypt Envision Employment Solutions Full timeEnvision Employment Solutions is currently looking for a Marketing and Engagement Manager (Fintech Or Banking) for one of our partners, a multinational bank. **Job Summary**: Develop and Execute entity's marketing communications and engagement strategies that align with the entity's Brand Identity and Business Objectives; Head the marketing communication...
-
Sustainability & Private Sector Engagement
6 months ago
مصر, Egypt Pathfinder International Full time**Pathfinder Overview**: Pathfinder International is driven by the conviction that all people, regardless of where they live, have the right to decide whether and when to have children, to exist free from fear and stigma, and to lead the lives they choose. Since 1957, we have partnered with local governments, communities, and health systems in developing...
-
Corporate Banking Specialist
6 months ago
مصر, Egypt Top Business Human Resources Full time**Responsibilities**: - Develop and maintain day-to-day and long-term relationships with lenders and financing providers - Manage the maintenance, enhancement of terms, and expansion of short-term and long-term financing facilities. - Coordinate and track compliance with credit agreements covenants. - Communicate with bank teams in identifying, assessing,...
-
Core Banking
6 months ago
مصر, Egypt Advansys Full timeResponsible for identifying and communicating functional issues and risks associated with solutions and participates in infrastructure design review. - Provides consulting and coaching of the system functionalities. Formulates and defines system scope and objectives through research and fact-finding to develop or modify complex information systems. -...