WEALTH MANAGER (SUEZ-PORTSAID)

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 ACCOUNTABILITIES

Sales & Service

1. Manage efficiently the portfolio of customers designated, Acquire NTB customers, enrol and upgrade existing customers along with cross selling all exclusive products to the customers to achieve his/her set target and meet the annual approved plan

2. Review reports provided from the Quality Assurance Department & Call Centre which indicates the level of services & rate of complaints, then ensure that any Wealth customer complaint is solved as well as striving for achieving the best in class service through professional customer handling.

3. Track Wealth customers’ inflows & outflows on a daily basis and contact customers to seek information behind un expected behaviours.

4. Handle all account opening & its related operations process including system input & data entry.

5. Ensure that the work area is maintained in good condition and that product marketing material is available, prominently displayed and updated

6. Prepare daily sales report including all sales activities and call reports to share it with Branch Manager & Wealth District Head to monitor performance

Reporting, Communication & Coordination:

7. Respond positively & diligently to colleagues and coordinate and communicate effectively with branch staff and support units to ensure that customers’ requests are processed timely and efficiently.

8. Ensure that the required awareness about the value proposition is provided to Branch Managers & all Branch Staff in order to create quality referrals.

9. Develop knowledge and information about competitor activity, pricing and tactics and communicate with the Wealth District Head & the Wealth Segment Management to ensure CIB’s edge within the market

10. Prepare a daily sales report including all sales activities and call reports to share it with the Branch Head

Policies, Processes and Procedures

11. Follow all relevant department policies, processes, standard operating procedures and instructions so that work is carried out in a controlled and consistent manner

Day-to-day management

12. Implement the day-to-day operations assigned for the Branch to ensure compliance with the established standards and procedures

Compliance

13. Comply with all relevant CBE regulations, banking laws, AML regulations and internal CIB policies and code of conduct in order to maintain CIB’s sound legal position and mitigate any potential risks"

Qualifications & Experience

Skills