Yahia Eissa

Senior Relationship managerFull Time

• Job Details:• Key accounts management; consider market and economic conditions to formulate appropriate strategies. • Successfully oversee a portfolio of affluent/high net-worth customers to increase loyalty and increase repeat business. • Partner with the team to ensure customer needs are fully understood; identify and recommend the correct products and service propositions across customer segments to increase CBQ’s AUM. • Assist customers with making informed financial decision by ensuring they fully understand any investment they enter into, including associated risks/rewards, charging structures, and applicable penalties. • Verify alignment with SOPs by monitoring daily team activities. • Communicate with customers to garner feedback; analyse market trends and competitor activities to feed the development of business plans; and identify opportunities for business expansion in untapped markets. • Nurture business relationships with corporate decision-makers to promote CBQ products and services and to achieve incremental business. • Monitor risk factors to validate the achievement of corporate objectives for business growth and targeted returns. • Direct promotional activities that target/convert potential customers and to expand the existing customer base.