Prime Assistant Relationship Manager

8 months ago


مصر, Egypt EGBank Full time

Prepares investment proposals for clients and provides accurate customer information
- Develops comprehensive customized financial plans based on client risk profiles
- Assists in identifying new clients and business opportunities, and in the analysis of existing clients
- Researches competitive offering and solicit client feedback for new product ideas, in agreement with the Senior Relationship managers and Prime Relationship Managers
- Deals with customer queries and requests as well as transaction processing to include check documentation and ensures compliance with regulatory requirements
- Escalates customer suggestions and concerns to the Prime Senior Relationship managers and Prime Relationship Managers
- Monitors client portfolios continuously (quarterly reviews and annual rebalancing)
- Maintains up-to-date clients’ files and complete documentation in order to comply to KYC and AML regulations
- Submits periodic evaluation report for customers’ portfolio to relevant Prime Relationship Managers
- Undertake all, non-routine client contacts with the prior agreement of the Senior Relationship managers and Prime Relationship Managers
- Manages the day to day administrative activities
- Ensures full compliance and adherence to policies, procedures, regulatory/internal regulations, related to any transactions executed



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