Key Job Responsibilities:Client Acquisition: Prospecting and onboarding new Private & HNW through networking, referrals, and industry events.Advisory & Portfolio Management: Developing personalized holistic investment, and wealth-planning strategies tailored to the client's risk appetite and financial goals.Relationship Management: Acting as the primary point of contact, ensuring a seamless best banking client experience.AUM Growth: Growing the assets under management via acquiring new clients and upselling to existing ones.Revenue Generation & Profitability Management: Responsible for managing the overall profitability of the portfolio under management and balancing special deals for clients to ensure each client is generating positive profitability for the bank.Client Retention and Network: Maintaining a high satisfaction rate and low client attrition and can create new business opportunities through networking. Referrals and relationship expansion initiatives.Risk & Compliance: Ensuring all financial transactions and communications strictly adhere to internal banking policies, CBE and local regulatory.Experience:• 4-6 years of experience in Relationship Management or similar role (Private Banking, Senior RMs, Branch Manager, Team leader).Skills and Qualification: Relationship Management: The ability to build trust, exercise absolute discretion, and nurture long-term connections with demanding, high-net-worth clients.Communication Skills: Aptitude for breaking down and explaining intricate financial concepts to clients in a clear, digestible wayFinancial Acumen: Deep understanding of wealth management, asset allocation, taxation, risk assessment, and complex investment strategiesAnalytical Thinking: Capability to synthesize vast amounts of market data, evaluate economic trends, and create personalized financial strategies.Regulatory Compliance: A strong grasp of financial laws, risk tolerance, and data confidentiality standards.:Preferable:Wealth Management Qualifications: Certifications like the CISI Wealth & Investment Management, or the Certificate in Personal and Private Banking, validate specialized regulatory and market knowledge.
Alexbank (Bank of Alexandria) is an Egyptian commercial bank, majority-owned by Intesa Sanpaolo. The bank offers retail, SME, and corporate banking products across a national branch network, with services including current accounts, lending, treasury, and trade finance.
What you should know
Nationwide Branch Network: Operates a network of approximately 175 branches serving over 1.5 million customers across Egypt
Historic Banking Legacy: Traces its history back to 1867 with its current identity formed through the privatization of the Bank of Alexandria in 2006
80% Group Stake: Managed as a subsidiary of the Intesa Sanpaolo Group which holds an 80% stake in the bank