Private Banking Relationship Manager

7 months ago


مصر, Egypt EGBank Full time

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



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