wealth relationship manager

📝 Wealth Management Intern (Unpaid) ⚠️ Applications will only be accepted through the following site: 👉 www.owlera.site About Owlera Owlera is an AI-powered career platform that helps students and fresh graduates gain practical experience through internship simulations inspired by real companies. Participants work on realistic business...

Job PURPOSE: Promote the development & growth of the Wealth Management Segment through acquisition & nourishing of Wealth customer’s relations through selling a value adding financial advice for a portfolio of CIB Wealth clients aiming to achieve the financial ambitions and aspirations of Wealth customers faster & at a less cost. KEY...

Job PURPOSE: Promote the development & growth of the Wealth Management Segment through acquisition & nourishing of Wealth customer’s relations through selling a value adding financial advice for a portfolio of CIB Wealth clients aiming to achieve the financial ambitions and aspirations of Wealth customers faster & at a less cost. KEY...

## **Description** Job PURPOSE: Promote the development & growth of the Wealth Management Segment through acquisition & nourishing of Wealth customer’s relations through selling a value adding financial advice for a portfolio of CIB Wealth clients aiming to achieve the financial ambitions and aspirations of Wealth customers faster & at a less cost. KEY...

Qualifications & Experience   • Bachelor’s degree of Commerce, Business Administration, Accounting, or its equivalent ( MBA and CFA is a plus) • For Wealth Manager\: Minimum 3 – 5 years of experience in a sales/financial position • For Senior Wealth Manager\: Minimum 6 – 8 years of experience in a sales/financial position Skills  •...

Job Summary We are looking for a professional and customer-focused Account Manager to manage and maintain strong relationships with our clients. The successful candidate will be the primary point of contact for customers, responsible for handling inquiries, following up on requests and issues, explaining software products and services, conducting product...

Job Requirements:Education University degree (MSc is a plus)Experience\: 6-8 years' experience in corporate banking and/ or related experience in sales and client relationship managementFluent in English. Thorough understanding of the full range of banking products and service.Proven ability to develop relationships with commercial companies and it s...

Role Summary:The Customer Relationship Manager (CRM) at Great Place to Work® Middle East is responsible for developing, managing, and expanding strategic relationships with private and public sector clients. The role is pivotal in driving revenue growth, delivering a world-class client experience, and positioning GPTW as a long-term culture transformation...

- Develop and maintain strong relationships with SME customers, including regular communication and visits to their premises.- Understand each customer's unique business needs and provide tailored solutions to meet those needs, including promoting and selling our range of SME's products (Payroll, Client Yellow Card, Insurance products, Microfinance, SME...

A GLIMPSE ABOUT CRÉDIT AGRICOLE EGYPT: Crédit Agricole Egypt Since its launch in 2006, Crédit Agricole Egypt has succeeded to become a strong player on the economic scene, positioning itself as the Reference European Bank in Egypt. Aiming to become a leading innovation-driven sustainable bank, Crédit Agricole Egypt is committed to bring its...

**A GLIMPSE ABOUT CRÉDIT AGRICOLE EGYPT:** **Crédit Agricole Egypt** Since its launch in 2006, Crédit Agricole Egypt has succeeded to become a strong player on the economic scene, positioning itself as the Reference European Bank in Egypt. Aiming to become a leading innovation-driven sustainable bank, Crédit Agricole Egypt is committed to bring its...

About Us Tasaheel is one of Egypt’s leading microfinance institutions, committed to empowering individuals and communities through accessible and responsible financial solutions. Since our establishment, we have played a pivotal role in expanding financial inclusion by offering tailored lending products that support small to medium-sized businesses across...

Acquire new B2B SME clients through proactive prospecting, referrals, and market networking.Conduct market mapping and lead generation to identify potential SME clients and business opportunities.Build and maintain strong B2B relationships to drive sustainable portfolio growth.Assess clients’ financial and business needs to propose suitable financial...

DescriptionJob PurposeA Senior Relationship Manager (Corporate Banking) is responsible for managing and growing a portfolio of corporate clients while achieving business and risk objectives. Key Result AreasManage and expand a portfolio of corporate clients.Acquire new corporate customers.Identify cross-selling opportunities across banking products.Prepare...

• Prepare Sales plan concerning Priority banking clients in view of Bank strategy and goals • Establish and develop relationships with Priority Banking clients to introduce the bank’s services in view of client needs and prepare call for potential and existing clients in view of the bank policies and standards. • Grow customer portfolio size by...

DescriptionJob PurposeManage and grow a portfolio of corporate clients by delivering tailored banking solutions, deepening relationships, and driving sustainable revenue across lending, CASA, trade finance, and treasury products while maintaining strong credit quality and compliance standards. Key ResponsibilitiesRelationship ManagementAct as the primary...

A subsidiary of Al Ahly Capital, Al Ahly Momkn is a fast-evolving Fin-tech company committed to promoting secure, convenient & seamless payment solutions and financial services for business owners, service providers and consumers across Egypt.At Al Ahly Momkn, we foster a culture of innovation, collaboration, and personal growth.We believe in empowering our...

About Us: Network International is the largest Financial Technology company in Middle East and Africa. Payments is our core business where we provide services in more than 50 countries – UAE, Jordan, South Africa, Egypt are some of our key markets. Apart from payments, we provide services on Data and Insights, Lending, Insurance, Risk Solutions, etc. Our...

Lead and supervise a team of SME Relationship Managers to ensure achievement of sales and portfolio quality targets.Oversee the development and maintenance of strong relationships with SME clients to drive business growth and customer satisfaction.Review and approve loan applications prepared by the team, ensuring accuracy and alignment with credit...

Acquire new B2B SME clients through proactive prospecting, referrals, networking, and market outreach.Conduct market mapping and lead generation to identify potential SME clients and new business opportunities.Build and maintain strong B2B relationships to drive sustainable client and portfolio growth.Assess clients financial and business...