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Elite Relationship Manager.

Elite Relationship Manager.

SSC HR SolutionsCairo, Cairo Governorate, EG
30+ days ago
Job type
  • Quick Apply
Job description
  • 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.
  • Requirements

    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.
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    Manager Manager • Cairo, Cairo Governorate, EG

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