Wealth Management Relationship Manager
2 weeks ago
**Date**:May 26, 2025
**Location**: New Cairo Branch (EGY66), Egypt
**Company**:AL AHLI BANK OF KUWAIT
**Key Accountabilities**
- Sales Achieve sales targets as per wealth Management department objectives
- Sales opportunities utilizing opportunities to sell additional products and services to the existing Customers
- Products Explain products and services to customers in order to achieve sales
- Priority customers Maintain strong relationships with priority customers and refer new sales opportunities to Senior relationship Manager
- Customer service Deliver high quality customer service and exceed satisfaction goals by reducing customer complaints
- Complaints Resolve issues and complaints from clients; escalate issue if needed to the senior relationship manager
- Customer requests Process requests from new customers and provide them with excellent service
**Job Success Factors**
- Retention of priority customers
- Sales of products and services
- Achievement of sales targets
- Customer satisfaction with products
- High levels of customer service, positive feedback, minimum complaints
- Professionalism in handling all complaints and issues
- Professionalism in processing clients requests
- Opportunities for sales identified and converted
- Compliance with operational procedures and instructions, Risk Policies
**Experience**:
- Minimum of 4 years in a branch role, typically CSR
- Sales experience
- Experience of handling customer transactions and requests
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