WEALTH MANAGER (SHARM ELSHIEKH BRANCH)-(260000B2)
Job PURPOSE:
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.
KEY ACCOUNTABILITIES
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 achieve his/her set target and meet the annual approved plan
2. Review reports provided from the Quality Assurance Department & Call Centre which indicates the level of services & rate of complaints, then ensure that any Wealth customer complaint is solved as well as striving for achieving 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 un expected behaviours.
4. Handle all account opening & its related operations process including system input & data entry.
5. Ensure that the work area is maintained in good condition and that product marketing material is available, prominently displayed and updated
6. Prepare daily sales report including all sales activities and call reports to share it with Branch Manager & Wealth District Head to monitor performance
Reporting, Communication & Coordination:
7. 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.
8. Ensure that the required awareness about the value proposition is provided to Branch Managers & all Branch Staff in order to create quality referrals.
9. 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
10. Prepare a daily sales report including all sales activities and call reports to share it with the Branch Head
Policies, Processes and Procedures
11. 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
12. Implement the day-to-day operations assigned for the Branch to ensure compliance with the established standards and procedures
Compliance
13. 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"
Qualifications & Experience
• Bachelor’s degree of Commerce, Business Administration, Accounting, or its equivalent ( MBA and CFA is a plus)
• For Wealth Manager: Minimum 3 – 5 years of experience in a sales/financial position
• For Senior Wealth Manager: Minimum 6 – 8 years of experience in a sales/financial position
Skills
• Excellent command of English and Arabic. Knowledge of additional languages would be an asset
• Strong analytical and numerical skills
• Strong interpersonal, communication and networking skills
• Service Oriented
• Can work under pressure and meet monthly targets
• Self-driven and result oriented with a positive outlook and clear focus on delivering results"
Egypt-South Sinai-SHARM EL SHEIKH BRANCH
SHARM EL SHEIKH BRANCH
Front Liner
RETAIL & COMMERCIAL BANKING
Day JobJob TypeFull-time Employee
Commercial International Bank was established in 1975 as a joint venture between the National Bank of Egypt (NBE, 51%) and the Chase Manhattan Bank (49%) under the name "Chase National Bank of Egypt”. Following Chase's decision to divest its equity stake in 1987, NBE increased its shareholding to 99.9%, changing the Bank’s name to Commercial International Bank (Egypt) S.A.E. NBE’s stake gradually decreased through several public offerings till reaching 18.7%. In 2006, a Consortium led by Ripplewood Holdings acquired NBE stake. In July 2009, Actis, a leading emerging markets private equity firm, invested US$ 244 million to get shares in CIB, acquiring hence 50% of the Ripplewood Holdings Consortium’s stake. Five months later, Ripplewood sold its remaining 4.7% stake over the open market, marking the successful transition of strategic partnership to be with Actis, who then became CIB’s largest shareholder with a 9.1% stake. In March 2014,Actis sold a portion of its holding, representing 2.6% of the Bank’s total outstanding shares, in the open market to a group of international investors. In May 2014, Actis, successfully realised its investment in CIB and sold its remaining 6.5% to Subsidiaries wholly owned by Fairfax Financial Holdings Ltd “Fairfax”.
CIB is Egypt’s leading private sector bank, offering a broad range of financial products and services to its customers, including enterprises of all sizes, institutions, households and high-net worth individuals. CIB strives to provide superior financial solutions to meet all customers’ needs. Having the strongest brand equity rightfully places CIB as the bank of choice for over 500 of Egypt’s largest corporations. CIB shows tremendous potential within the bourgeoning Retail and SME Banking markets. Through its superior management, high-operating standards, corporate governance best practices and training programs,CIB has succeeded in becoming the most profitable commercial bank operating in Egypt for more than 40 years.
