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Private Banking Relationship Manager (3776)
- Market the full range of products & service to Private Banking clients’ segmentation and contribute effectively in achieving the Private Banking budget while identifying and meeting customer needs
- Manage and increase the portfolio by acquiring NTB Private Banking customers and cross sell EG-Bank services and products to existing and prospective customers
- Serve new, existing Private Banking clients and institutional relationships through providing them with a full suite of financial products and services considering the clients’ needs
- Handling all Private Banking customers’ inquiries and complains and ensure resolving them efficiently within the set TAT while delivering a consistent and tailored Private management service to Private Banking clients and developing a long term, in depth client relationship.
- Analyze portfolio performance statistics to better understand customer behavior and plan for future activities with a continuous focus towards helping the client to adapt to changes in personal circumstances and financial environment.
- Review daily inflows/outflows of the assigned portfolio to retain clients and avoid losing funds and report any anomalies to the Area Manager
- Ensure that customers are receiving a superior service and aligned with EG-Bank guidelines, services standards and CBE regulations
- Respond positively and diligently to colleagues and coordinate and communicate effectively with the Branch and support units to ensure that customers’ requests are processed timely and effectively
- Conduct an in-depth market scan on competitors offering within the Private Banking proposition and provide recommendations to the Senior Relationship Manager on improvements
- Prepare a daily sales report inclusion all sales activity and call reports to share it with the Area Manager.
- Follows all relevant approved department’s policies, and procedures and monitors adherence so that work is carried out in a controlled manner.
- Follow the day-to-day operations related to own jobs in the Private Banking department and assigned area to ensure continuity of work.
- Comply with all relevant CBE regulations, banking laws, AML regulations and internal EG Bank policies and code of conduct to maintain EG Bank’s sound legal position and mitigate any potential risks.
Qualifications and Experience:
- Bachelor’s degree in Commerce, Business Administration, Accounting or its equivalence.
- Sr. Relationship Manager: 3 to 6 years of experience in any retail field preferred exposure with portfolio management
- Relationship Manager: 1 to 3 years of experience in any retail field preferred exposure with portfolio management
- Successful track record of sales and aggressive targets achievements
- Experience in Retail & Customer Service areas is a must
Skills:
- Very Good writing, communication and presentation skills
- Strong Analytical and Numerical Skills
- Self-driven and results oriented with a positive outlook and clear focus on delivering results.
- Multitasked & ability to work under pressure
- Sales & Target Oriented
- Hard worker & Energetic
- Client Focus
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