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Private Banking Relationship Team Leader (3775)
- 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
- Establish and achieve sales and revenue targets for existing and new clients in addition to monitoring and leading other RMs
- Serve new, existing private banking clients and institutional relationships through providing them a full suite of financial products and services considering the clients’ needs
- Handling all Private Banking customers’ inquiries and complaints 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
- 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 Branches and support units to ensure that customers’ requests are processed timely and effectively
- Responsible for conducting an in-depth market scan on competitors offering within the Private Banking proposition and provide recommendations to the products & segments team on improvements.
- Implement approved department policies, and procedures and monitor adherence so that work is carried out in a controlled manner.
- Supervise the activities and work of subordinates to ensure that all work within a specific area is carried out in an efficient manner and in compliance with the set policies, processes and procedures.
- Supervise the team to implement the day-today operations assigned for the department to ensure compliance with the established policies and procedures.
- 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.
- Minimum 6 years of experience in any retail field preferred exposure with portfolio management
- Proven record of building relationships and closing business
- Successful track record of sales and aggressive targets achievements
- Experience in Retail & Customer Service areas is a must.
Skills:
- Excellent writing, communication and presentation skills
- Strong Analytical and Numerical Skills
- Strong Interpersonal, communication and networking skills
- Self-driven and results oriented with a positive outlook and clear focus on delivering results.
- Good leadership skills.
- Sales & Target Oriented
- Well organized, accurate, self-driven, problem solver and has the ability to work under stress & pressure.
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