Prime Relationship Manager
2 days ago
**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 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
-
Prime Relationship Manager
1 week 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...
-
Prime Assistant Relationship Manager
1 week ago
مصر, Egypt EGBank Full timePrepares 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...
-
Head of Prime Egypt, Mena Prime
23 hours ago
مصر, Egypt Souq.com for E-Commerce LLC Full time5+ years of professional non-internship marketing experience - Experience using data and metrics to drive improvements - Experience with Excel or Tableau (data manipulation, macros, charts and pivot tables) Looking for an opportunity to move fast and make a big impact? Amazon Prime’s members are at the heart of Amazon’s tremendous growth, and at the...
-
Head of Prime, Egypt
4 days ago
مصر, Egypt Souq.com for E-Commerce LLC Full time5+ years of professional non-internship marketing experience - Experience using data and metrics to drive improvements - Experience with Excel or Tableau (data manipulation, macros, charts and pivot tables) Looking for an opportunity to move fast and make a big impact? Amazon Prime’s members are at the heart of Amazon’s tremendous growth, and at the...
-
Real Estate Acquisitions Specialist
3 weeks ago
مصر, Egypt Prime Cash Offer Full timePrime Cash Offer is a Real Estate Investment company with an experienced team of real estate professionals who buy homes fast for cash. Our focus has been to pair efficient transactions with high quality service and delivery, helping homeowners find solutions whether they are going through a foreclosure, can’t sell their property, or just need to sell...
-
Rm
1 week 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...
-
Services Relationship Manager
23 hours ago
مصر, Egypt Fortinet Full time**Mission**: Would you like to join the leading global provider of network security solutions to help strategic accounts optimizing their customer experience? At Fortinet we are looking for a **Service Relationship Manager **to be the voice of the customer within Fortinet. **Objective**: The Service Relationship Manager has a solid technical understanding...
-
Assistant Relationship Manager
1 week ago
مصر, Egypt HSBC Full time**Role Overview** - The role holder is responsible to ensure high levels of credit proposals quality and timely security documentation acting as a catalyst for delivery of expected contribution towards Annual Operating Plan and improved client engagement scores. The role holder is also responsible for consistent execution of controls for effective risk...
-
Virtual Construction Project Manager
5 days ago
مصر, Egypt GCR Prime Full time**Schedule**: Monday to Friday Vancouver, Canada Time zone The Virtual Construction Project Manager is responsible for all aspects of project management, including, but not limited to: procurement, scope, schedule, cost, quality, communications, risk, and stakeholders. The Project Manager will work closely with the production team and stakeholders and...
-
Relationship Manager Cmo
1 week ago
مصر, Egypt HSBC Full time**Role Purpose**: HSBC provides financial services solutions to Corporate Clients with sophisticated domestic and cross border banking requirements in a variety of industry sectors all over the world. Leveraging the strength, scope and expertise of our global product network, HSBC is positioned as an essential partner to customers seeking to maximise their...
-
Senior Associate, Relationship Management
2 days ago
مصر, Egypt Islamic Development Bank Full timeSECTION I: JOB PURPOSE This role is responsible for implementing ITFC's strategies for market penetration to provide Trade Solutions in the public sector for the designated region. The public sector comprises sovereign, quasi-sovereign, and state-owned entities. The role is intended to manage client relationships first-hand and oversee the end-to-end...
-
Senior Relationship Manager
5 days ago
مصر, Egypt Profolio Consulting Full timeA well-known bank in Egypt, positioning itself as the Reference European Bank in Egypt. Aiming to become a leading innovation-driven sustainable bank, are looking for a **“ Senior Relationship Manager - Corporate/Business Banking“ **to join their team! - Business origination (through development of either existing relationships or prospects) to achieve...
-
Payroll Vendor Relationship Manager
2 days ago
مصر, Egypt Remote Technology, Inc. Full time**About Remote**: **All of our positions are fully remote. You do not have to relocate to join us!** **About Remote**: **All of our positions are fully remote. You do not have to relocate to join us!** **How we work**: We love working async and this means you get to do your own schedule. **About the role**: This is an exciting time to join Remote and make...
-
Corporate Relationship Manager-cairo
5 days 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)...
-
Premier Direct Relationship Manager Gsc's
2 days 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,...
-
Private Banking Relationship Manager
3 weeks ago
مصر, Egypt Credit Agricole Egypt Full time**Management** - Coach, manage PB ROs and provide them with necessary guidance to meet their objectives. **Sales** - Solicit new clients to achieve the yearly targets and assets under management - Achieve sales targets with respect to identified banking products **Quality and Service** - Manage and develop the relationships of HNWs assigned to her/him and...
-
Suppliers Relationship Officer
2 days ago
مصر, Egypt Top Business Human Resources Full timeJob Description: - Understand customer needs and develop plans to address them - Identify key staff in client companies to cultivate profitable relationships - Resolve customer complaints quickly and effectively - Forward upselling and cross-selling opportunities to the sales team - Promote high-quality sales, supply, and customer service processes - Aim to...
-
Public Policy Supervisor
4 weeks ago
مصر, Egypt Vodafone Full time**Description**: - Shaping the policies and regulations that impact Vodafone’s interest and strategic objectives via advocating the proper policy asks to policy makers establishing a ground of mutual benefit across all governmental establishments. - Executing the direction and strategy for VFE engagement with the external environment as in Prime Minister...
-
Head of Music, Egypt, Amazon Music
1 week ago
مصر, Egypt Souq.com for E-Commerce LLC Full timeRelevant work experience, ideally in music or other subscription services - Demonstrated success in leading and managing a team. Strong leadership and people development experience - Fluent in both English and Arabic Job summary Imagine being a part of an agile team where your ideas reach tens of millions of consumers worldwide. Picture working on...
-
Retail Relationship Officer
1 week ago
مصر, Egypt Credit Agricole Egypt Full time**Sales**: - Manage a portfolio of customers achieving revenue goals, sales/service and portfolio growth targets across a range of products and services for a specific pre-defined set of customers to create a profitable durable relationship. - Provide the assigned portfolio of intermediate customers with personalized service; so as to develop close...