Elite Relationship Manager - Giza

1- Client Relationship Management:

• Develop and maintain strong, trust-based relationships with affluent and high-net-worth clients.
• Understand client needs, goals, and risk appetites to provide personalized financial solutions.
• Act as the primary point of contact for clients and provide ongoing portfolio updates and reviews.2- Sales and Business Development:
• Identify and acquire new affluent clients through networking, referrals, and marketing strategies.
• Promote and cross-sell the bank’s products and services, including deposits, loans, credit cards, investments, and insurance.
• Meet or exceed individual and team sales targets and KPIs.3- Financial Advisory Services:
• Offer comprehensive financial planning and investment advisory services to clients.
• Work closely with wealth management teams to offer portfolio management, mutual funds, and other investment products.4- Customer Experience:
• Deliver superior customer service by addressing client inquiries promptly and efficiently.
• Ensure clients have access to exclusive privileges, priority services, and lifestyle benefits.
• Monitor client satisfaction and proactively resolve any service issues.5- Risk and Compliance Management
• Ensure compliance with regulatory and bank policies during client interactions and product recommendations.
• Conduct due diligence on clients as KYC (Know Your Customer) & AML (Anti-Money Laundering) checks.
• Monitor client transactions to identify and mitigate risks.6- Market Awareness and Networking:
• Stay updated on market trends, economic conditions, and competitor activities to provide relevant advice.
• Actively participate in industry events, seminars, and networking opportunities to expand the client base.Education:Bachelor's degree in a recognized universityExperience:5 years of experience in Customer Service