Private Banking SRM.Egypt- Products- Liabilities.Retail Banking

Approach and Handling HNW and UHNW customers

Key result area
•    Optimize the potential value of the client base through the delivery of Private Banking products and services and actively identify new customers
•    Ability to communicate with HNW clients to structure advise based on client needs
•    Ability to recognize opportunities to partner with other bank professionals to service client needs and maximize bank revenues.
•    Maximizing profitability from the Private Banking base whilst countering competition from other providers offering alternative investment / WM opportunities.
•    Safeguard the bank from potential loss / AML fraud/ and ensure ethical behavior 
•    Safeguard banks reputation by ensuring ethical professional behavior at all times before/during after sales
•    Enhance market profile and awareness.
•    Achieve revenue goals, sales & portfolio growth targets across a range of products & services (Investments, Term Deposits, CASA balances, TCM, FX trading, share financing, etc)
•    Acquire ‘new to bank’ NHW clients
•    Maintain a superior customer service experience for clients including pre-empting issues and proactive servicing.
•    Minimize customer attrition
•    Maintain proactive client contact

• Knowledge, Skills and Experience
• •    University Graduate
• •    Strong numbers, selling & investments/ Financial Market Knowledge
• •    Strong Interpersonal skills and cultural sensitivity
• •    Relationship Management & Networking skills. Extrovert / Amiable personality 
• •    At least, 2 years experience of a similar job with another bank