Prime Relationship Manager
3 days ago
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.
-
Prime Assistant Relationship Manager
3 days 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...
-
Prime Senior Relationship Manager
1 week 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...
-
Arm
1 week ago
مصر, Egypt EGBank Full time**JOB PURPOSE** Responsible for assisting the Prime Senior Relationship Managers and the Prime Relationship Managers in providing financial services solutions to the affluent client base, establishing sales and revenue targets for existing and new client relationships, and providing clients with comprehensive advisory services, while maintain a high quality...
-
Rm
2 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...
-
Supply Chain Management Co-prime Rep
1 week ago
مصر, Egypt Oracle Full timeSupply Chain Management Co-Prime Rep (Egypt)-230003FI **Applicants are required to read, write, and speak the following languages***: English, Arabic **Preferred Qualifications** - Successful sales track record Ability to penetrate accounts, meet with stakeholders within accounts - Oracle Applications knowledge and/or knowledge of Oracle’s competitors in...
-
Relationship Manager
1 week ago
مصر, Egypt Premier Services & Recruitment Full timeJob Description & Specification: relationship management along with CS experience, excellent communication experience along with retail banking experience. - Languages: - English : Excellent **Job Details**: - Country: - EGYPT- City: - Cairo- Job Type: - Full Time- Industry: - Banking,- Gender: - Salary Negotiable: - Yes- Experience: - 8 - 12 YearsApply
-
Smes Relationship Manager
1 week ago
مصر, Egypt HSBC Full time**Role Purpose**: The jobholder is expected to deliver a professional relationship management service to customers, prospective customers and professionals in order to maximize contribution towards the SME Segment Regulatory target. The role holder’s portfolio will consist of relationships in SME and the role will involve managing all aspects of the...
-
Supplier Relationship Manager
5 days ago
مصر, Egypt Point. Your Marketing Investment Partner Full time**JOB TITLE**: Regional Supplier's Relationship Manager. *** - **MAIN PURPOSE OF THE JOB**: - Regional Supplier Relationship and QC is a critical role, responsible for overseeing the entire supplier lifecycle, from sourcing and onboarding to performance monitoring and continuous improvement. You will ensure that our suppliers meet our stringent quality...
-
Assistant Relationship Manager
3 days 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...
-
Relationship Manager Cmo
3 days 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...