WEALTH MANAGER INSIDE AND OUTSIDE CAIRO

Job Purpose

To promote the development & growth of the Wealth Management Segment through acquisition & nourishing of Wealth customer’s relations through selling a value adding financial advice for a portfolio of CIB Wealth clients aiming to achieve the financial ambitions and aspirations of Wealth customers faster & at a less cost.

Description

Sales & Service

1.Manage efficiently the portfolio of customers designated, Acquire NTB customers, enrol and upgrade existing customers along with cross selling all exclusive products to the customers, to increase portfolio penetration, achieve the set target and meet the annual approved plan.

2.Review reports provided from the Premium Segments Quality Assurance Department & Contact Centre which indicates the level of services & rate of complaints, then ensure that any Wealth customer complaint is solved in order to achieve the best in class service through professional customer handling.

3.Track Wealth customers’ inflows & outflows on a daily basis and contact customers to seek information behind unexpected behaviours.

4.Handle all account openings & its related operations process including system input & data entry to ensure data accuracy.

5.Ensure that the work area is maintained in good condition and that product marketing material is available, prominently displayed and updated to always maintain the bank’s good image.

6.Provide best in class service level to the portfolio while ensuring efficient reachability and contacting all existing customers in portfolio in predefined time manor to keep the good rapport with the clients.

7.Log on CRM all sales activities & customer interactions to ensure that all data are updated.

8.Act on CRM leads generation by contacting and converting opportunities within predefined TAT and conversion/contact rate.

9.Execute sales plan that ensure performance efficiency vs. Target in order to exceed productivity benchmark.

10.Introduce and promote alternative channels to customers to support achieving digital offloading strategy.

Reporting, Communication & Coordination\:

11.Respond positively & diligently to colleagues and coordinate and communicate effectively with branch staff and support units to ensure that customers’ requests are processed timely and efficiently.

12.Ensure that the required awareness about the value proposition is provided to Branch Managers & all Branch Staff in order to create quality referrals.

13.Develop knowledge and information about competitor activity, pricing and tactics and communicate with the Wealth District Head & the Wealth Segment Management to ensure CIB’s edge within the market.

Policies, Processes and Procedures

14.Follow all relevant department policies, processes, standard operating procedures and instructions so that work is carried out in a controlled and consistent manner.

Day-to-day management

15.Implement the day-to-day operations assigned for the Branch to ensure compliance with the established standards and procedures.

Compliance

16.Comply with all relevant CBE regulations, banking laws, AML regulations and internal CIB policies and code of conduct in order to maintain CIB’s sound legal position and mitigate any potential risks.