Market the full range of products & service to Private Banking clients’ segmentation and contribute effectively in achieving the Private Banking budget while identifying and meeting customer needs through assisting the Senior RM & RM in preparing investment proposals for clients and providing accurate customer information
Assist the Senior RM & RM in managing and increasing the portfolio by acquiring NTB Private Banking customers and cross sell EG-Bank services and products to existing and prospective customers
Serve new, existing Private Banking clients and institutional relationships within the Area through providing them with a comprehensive advisory services and a full suite of financial products and services considering the clients risk profiles
Support the Senior RM & RM in Updating all KYC for clients within the assigned portfolio and ensure that all documents related to those clients are available in order to comply to KYC and AML regulations.
Handling all Private Banking customers’ inquiries and complains assigned and ensure resolving them efficiently within the set TAT while managing the day to day administrative activities to support the Senior RM & RM
Ensure that customers are receiving a superior service and aligned with EG-Bank guidelines, services standards and CBE regulations
Assist the Private Banking RM to conduct an in-depth market scan on competitors offering within the Private Banking proposition and provide recommendations to the Senior Relationship Manager on improvements
Respond positively and diligently to colleagues and coordinate and communicate effectively with the Branch staff and support units to ensure that customers’ requests are processed timely and effectively
Follows all relevant approved department’s policies, and procedures and monitors adherence so that work is carried out in a controlled manner.
Follow the day-to-day operations related to own jobs in the Private Banking department and assigned Branch to ensure continuity of work
Comply with all relevant CBE regulations, banking laws, AML regulations and internal EG Bank policies and code of conduct to maintain EG Bank’s sound legal position and mitigate any potential risks
Qualifications and Experience:
Bachelor’s degree in Commerce, Business Administration, Accounting or its equivalence.
1 to 3 years of experience in any retail field preferred exposure with portfolio management.
Successful track record of sales and targets achievements
Experience in Retail & Customer Service areas is a must.
Skills:
Good writing, communication and presentation skills
Good Analytical and Numerical Skills
Client Focused, Good planning and organizing skills
Multitasker & ability to work under pressure
Sales & Target Oriented, Hard worker & Energetic
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