Job Purpose:
The Elite Relationship Manager is responsible for building and maintaining long-term relationships with Elite Customers. The role involves providing tailored financial advice, cross-selling products, and services, and ensuring exceptional customer service to enhance client satisfaction and loyalty while meeting the bank’s business objectives.
Key Responsibilities:
1- Client Relationship Management:▪ Develop and maintain strong, trust-based relationships with affluent and high-net-worth clients.▪ Understand client needs, goals, and risk appetites to provide personalized financial solutions.▪ Act as the primary point of contact for clients and provide ongoing portfolio updates and reviews.
2- Sales and Business Development:▪ Identify and acquire new affluent clients through networking, referrals, and marketing strategies.▪ Promote and cross-sell the bank’s products and services, including deposits, loans, credit cards, investments, and insurance.▪ Meet or exceed individual and team sales targets and KPIs.
3- Financial Advisory Services:▪ Offer comprehensive financial planning and investment advisory services to clients.▪ Work closely with wealth management teams to offer portfolio management, mutual funds, and other investment products.
4- Customer Experience:▪ Deliver superior customer service by addressing client inquiries promptly and efficiently.▪ Ensure clients have access to exclusive privileges, priority services, and lifestyle benefits.▪ Monitor client satisfaction and proactively resolve any service issues.

5- Risk and Compliance Management▪ Ensure compliance with regulatory and bank policies during client interactions and product recommendations.▪ Conduct due diligence on clients as KYC (Know Your Customer) & AML (Anti-Money Laundering) checks.▪ Monitor client transactions to identify and mitigate risks.
6- Market Awareness and Networking:▪ Stay updated on market trends, economic conditions, and competitor activities to provide relevant advice.▪ Actively participate in industry events, seminars, and networking opportunities to expand the client base.
Job specification:
Education:Bachelor Degree in a recognized university
Experience:5+ years of experience in Customer Service / 2+ years in elite.