Wealth Senior Relationship Manager - Port Said

Updated: March 17, 2024 03:34 AM GMT

Full-time Job in Port Said, Port Said Governorate

Al Ahli Bank of Kuwait - Egypt

Port Said, Port Fouad City

Job purpose :

Manage relationships with high-net-worth clients through fully understanding the client's circumstances and investment appetite to ensure superior financial management is provided.

Accountabilities : Achieve the financial targets as per wealth Management department strategy, objectives & products applied and worked on with the relationship managers team.

Providing superior service to existing clients ensuring their inquiries are professionally handled.Seizing and utilizing opportunities to cross sell additional products and services to the existing Clients.

Obtaining referrals and approaching them ensuring new opportunities are always flowing.Explain products and services to customers relevant to their circumstances and investment appetite in order to provide the best tailored plan.

Maintain strong and in-depth relationships with priority customers and refer sales opportunities to Premium Banking team.

Deliver superior high quality customer service, exceeding... More Detail