Private Banking Relationship Manager
4 weeks 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
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Private Banking Senior Relationship Manager
2 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...
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Relationship Manager
2 months ago
مصر, Egypt HSBC Full time**Role Purpose**: The Relationship Management role provides dedicated relationship management to a portfolio of customers with accountability for sales, service, risk and operational delivery. Relationship Managers may be located in fields of Business Banking, Commercial Banking, Global Banking, Private Banking or Product Sales. As a Relationship Manager,...
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Private Label Manager
3 weeks ago
مصر, Egypt Employ Me Full time**Resposibilites**: - Develop and implement a comprehensive private label strategy aligned with the company's goals and objectives. - Identify opportunities for new private label products and categories based on market research and consumer insights. - Collaborate with cross-functional teams Sales, Operations and marketing to drive the successful...
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Premier Direct Relationship Manager Gsc's
3 weeks 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,...
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Prime Relationship Manager
3 weeks ago
مصر, Egypt EGBank Full time**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...
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Banking and Treasury Manager
3 weeks 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...
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Prime Relationship Manager
3 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...
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Relationship Manager
4 weeks ago
مصر, Egypt EGBank Full time**JOB PURPOSE** The Prime Relationship Manager is 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...
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Senior Originator
4 weeks ago
مصر, Egypt JCW Resourcing Full timePosted: 10/06/2023 - Salary: 250,000 - Location: Alexandria, Virginia, United States - Job Type: Permanent/Fixed Term**Responsibilities**: - Evaluating and managing certain transactions within Healthcare IT and software industries. - Originating new business while working with advisory groups, private equity, venture capital companies, and lending firms. -...
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Private Credit Investor
4 weeks ago
مصر, Egypt JCW Resourcing Full timePosted: 09/06/2023 - Salary: 200,000 - Location: Alexandria, West Virginia, United States - Job Type: Permanent/Fixed Term **Responsibilities**: - Prepare written documents and support underwriting efforts for new platform investments, add-on loan facilities, and loan modifications for reviewal by executives. - Prepare monthly and quarterly portfolio...
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Corporate Relationship Manager-cairo
4 weeks 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)...
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Bank Reconciliations Supervisor
2 weeks 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...
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Frontline Officer
4 weeks 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,...
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Prime Assistant Relationship Manager
4 weeks 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...
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Prime Senior Relationship Manager
2 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...
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Large Corporate Senior Relationship Manager
1 week ago
مصر, Egypt EGBank Full timeWORK PERFORMED & MAJOR DUTIES: a) Suggest strategies for the credit relationship under supervision and ensure implementing the approved strategy to the allocated accounts. b) Ensure the Bank's leadership position and the extension of top quality service and ensure that the borrower is regularly visited as mandated by the Credit Policy Guide to keep...
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Relationship Manager
4 weeks ago
مصر, Egypt Al-Ahli Bank Of Kuwait Full time**Date**:May 13, 2024 **Location**: Ismailia Branch (EGY22), Egypt **Company**:AL AHLI BANK OF KUWAIT **Job Purpose**: Deliver high quality service to customers through providing banking service **Key Accountabilities**: - Sales Achieve sales targets covering all required banking products as per branch business objectives. - Sales opportunities Identify...
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Relationship Manager
2 weeks ago
مصر, Egypt Al-Ahli Bank Of Kuwait Full time**Date**:May 26, 2024 **Location**: Menia Branch (EGY30), Egypt **Company**:AL AHLI BANK OF KUWAIT **Job Purpose**: Deliver high quality service to customers through providing banking service **Key Accountabilities**: - Sales Achieve sales targets covering all required banking products as per branch business objectives. - Sales opportunities Identify...
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Relationship Manager
2 weeks ago
مصر, Egypt Al-Ahli Bank Of Kuwait Full time**Date**:Jun 23, 2024 **Location**: Tanta Branch (EGY50), Egypt **Company**:AL AHLI BANK OF KUWAIT **Job Purpose**: Deliver high quality service to customers through providing banking service **Key Accountabilities**: - Sales Achieve sales targets covering all required banking products as per branch business objectives. - Sales opportunities Identify...
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Customer Relationship Officer
1 month ago
مصر, Egypt EGBank Full time**JOB PURPOSE** The Customer Relationship Officer is responsible for marketing and selling the bank’s products and services through direct and cross selling techniques while maintaining a high quality service. In addition to developing relationships with customers and ensuring that their profiles are up to date. - **MAJOR RESPONSIBILITIES AND...