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Elite RM
Elite RMArab Bank • EGYPT
Elite RM

Elite RM

Arab Bank • EGYPT
11 منذ أيام
الوصف الوظيفي

Elite RM -(26000007)

Description

Key Roles :

  • Provide financial services solutions to the HNW client base.
  • Identify and acquire new HNW clients.
  • Broaden existing client relationships (greater share of wallet, higher cross sell ratios).
  • Establish sales and revenue targets for existing and new client relationships.
  • Provide clients with comprehensive advisory services :

oInvestment Advisory : Advising clients related to specific products and services

oPortfolio Advisory : Advising clients with regards to overall portfolio construction based on asset allocation methodology.

  • Develop comprehensive customized financial plans based on client risk profiles.
  • Continuous monitoring of client portfolios (quarterly reviews and annual rebalancing).
  • Research competitive offering and solicit client feedback for new product ideas.
  • Escalate customer suggestions / concerns to the Country / Region head.
  • Providing the highest level of customer service to clients (proactive calls and visits) in order to have client’s ownership.
  • Mentoring Assistant Relationship Managers.
  • Retain Client ownership (strong knowledge of client account, transactions and all issues related to client).

    • Qualifications

  • Job Requirements :
  • Education : Bachelor's degree from a recognized university, Relevant professional certifications (e.g. CF21 “Investment Advisor”), CFA a plus.
  • Experience : +3 years in relationship management and sales of financial / investment products with a leading international / regional private bank. Proven record of building relationships and closing business
  • Fluency in English.
  • Excellent communication, networking and selling skills
  • Strong interpersonal, presentation, and listening skills
  • Good knowledge of financial markets, investment instruments, and investment management
  • Sound understanding of market dynamics / trends, and internal & external policies & controls regulations
  • Ability to provide financial solutions to sophisticated clients
    • إنشاء تنبيه وظيفي لهذا البحث

    Rm • EGYPT

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