Title: Private Advisor

Sector: Consumer & Retail Banking

Job Summary

Develop and support the growth of the Private division through managing & increasing Private customers portfolios, acquiring NTB clients, providing comprehensive financial advising to the customers aiming at maximizing the revenues and market penetration, delivering exceptional customer experiences in all aspects of business interactions, Going above and beyond customer expectations.

Core Responsibilities

• Build and develop a portfolio of clients, in terms of clients' number, clients' assets held by the bank and revenues according to department's business plan & budget)
• Serve Private segment clients and provide all after sales services answer enquiries and handle customer’s problems.
• Provide a professional dedicated relationship through the implementation and continuous revision of customers' financial needs and active management of the customers' finances.
• Manage existing portfolios of Private Individuals through providing the appropriate products from the Private range of products while ensuring customers' objectives are met. (average portfolio is 200 HNW clients per each private RM)
• Develop the required knowledge with market updates and communicates to clients and prospective clients the bank's investment strategy thus, mutual trust is developed and position Banque Misr as a primary bank of choice for investment.
• Identifies unaddressed clients' needs and communicates to the Private segment team in order to create and introduce new tailored –made products, short- and long-term investment plans like funds, treasury bills, bonds, and international business advice.
• Conduct financial risk profiling, asset allocation and re-balancing of portfolios in order to ensure that all customer information is updated with all relevant client’s preference and KYC.
• Solve all customer issues and strive to achieve the highest standard of quality through professional customer handling.
• Work closely with existing SRM to facilitate customers' upgrades from VIP to Private Segment.
• Achieve high penetration rate for customers in the portfolio and achieve the cross-selling targets assigned to maximize bank profitability.
• Sourcing new business and getting new to bank customers.
• Have full awareness of the range of targeted product and value proposition for all customer tranches to be competent in discussing and offering to customers.

Domain Expertise:

• Average of 8 years of experience in relevant product / customer or enabler segment, with responsibility for P&L and KPIs
• Strong communication skills in different areas (Marketing, Sales, Finance etc.)
• Critical thinking, ability to find new solutions

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