Elite Relationship Manager

SSC Egypt

Posted 30+ days ago

Experience

5 - 7 Years

Job Location

Cairo - Egypt

Education

Any Graduation

Nationality

Any Nationality

Gender

Not Mentioned

Vacancy

1 Vacancy

Job Description

Roles & Responsibilities

  • Promote and sell bank products and services for the Elite customers to achieve bank targets and the utmost
  • customer satisfaction.
  • Provide Elite clients with regular market updates, endeavoring to understand our clients financial needs and recommending appropriate wealth management products accordingly.
  • Perform continuous market analysis to identify potential client leads and opportunities.
  • Provide financial planning and advisory services aligning to Elite clients needs and investment profile.
  • Embarking on a proactive relationship management to strengthen, deepen and delight client s relationship with existing customers, hence building a strong foundation for customer growth.
  • Ensure coverage of all relationships through client s engagement, risk profiling and financial planning.
  • Understand customers banking and financial needs and recommend suitable solutions to meet these needs.
  • Demonstrate strong ability to self-source, develop new business by actively prospecting for new Elite clients and referrals and leveraging your existing network to generate New to Bank leads.
  • Fulfilling clients necessitates while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.
  • Deals with most problems independently and has some latitude to solve complex problems.
  • Compliance, Risk & Control.

Desired Candidate Profile

Education:

  • Bachelor s degree in accounting or finance.

Mandatory Skill: (Keywords must be Highlighted)

  • The successful candidate has strong academic qualifications and over 5 years of work experience in Wealth Management with a proven track record of managing clients portfolio (Elite, wealth, Premier, Premium, Private, Diamond RMs banking)
  • Strong understanding of financial markets and investment products.
  • Strong interpersonal relationship skills to be able to work individually as well as to collaborate with stakeholders to meet the needs of these clients.
  • Highly driven and possess the ability to succeed within a challenging environment.
  • Outgoing disposition, well-equipped with good communication and interpersonal skills.
  • Down to earth and resilient individual with an entrepreneurial and collaborative mindset who is able to work independently and in a strong team environment.
  • Highly driven to excel and be able to thrive within a challenging environment by effectively recognizing customers' personal banking and wealth management needs.

Languages:

  • Fluent English Language.

Company Industry

  • Recruitment
  • Placement Firm
  • Executive Search

Department / Functional Area

  • Sales
  • Business Development

Keywords

  • Elite Relationship Manager

Disclaimer: Naukrigulf.com is only a platform to bring jobseekers & employers together. Applicants are advised to research the bonafides of the prospective employer independently. We do NOT endorse any requests for money payments and strictly advice against sharing personal or bank related information. We also recommend you visit Security Advice for more information. If you suspect any fraud or malpractice, email us at abuse@naukrigulf.com

SSC Egypt

https://apply.workable.com/ssc-hr/j/2EE077C56B/