التقدم لوظائف بنك القاهرة بتاريخ 10 يناير2021
التقدم لوظائف بنك القاهرة بتاريخ 10 يناير2021
Wealth Relationship Manager (Retail Affluent Segment)
Job Details
Seniority Level : Associate
Industry : Banking
Employment Type : Full-time
Job Functions : Finance Customer Service Other
About the job
Responsibilities
Developing a business plan to acquire new wealth clients (Affluent) by selling a high quality & mutually beneficial service
Achieving sales targets in line with the best services practice by generating leads, sales & referred business to meet monthly sales.
Increase total portfolio balance of existing customer base of whom the bank defines as ‘ Wealth Clients’ & those that have a potential to develop into wealth clients by identifying the hidden needs and aspirations of clients and meet them through offering a financial plan specifically designed to meet the needs of each client.
Dealing with client’s requests to project an image of trust & ensure a zero-error execution of transactional processing.
Maximizing profitability and sales performance by conducting continuous calls to existing and new clients.
Qualifications
Bachelor’s degree from a recognized university.
Minimum 2 years of experience in relationship management (Wealth Management) and sales of financial products in a leading bank.
Proven track record of relationship management and sales.
Excellent in English language.
Excellent communication, negotiation and selling skills
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