WESTERN REGION TEAM LEADER, PRIVATE BANKING
BANK ALBILAD
Total years of experience :23 years, 10 Months
- Started as a Senior Relationship Manager
- Providing high net services for significant high net rated clients
- Functioning as a wealth manager for a number of sensitive and high net clients
- Since I was appointed in year 2007 as Private Banking Regional Team Leader, I have been managing coaching a team consisting of a number of RM’s and a Service Officer, as they hold own relationships & assist in service delivery
- Self-created/attracted list of existing clients in personal relationships portfolio, along with successive productions.
- One of three major identities that contributed in establishing the Private Banking Department as I was the first S. RM employed at head office - Riyadh
- Participated in setting policies and procedures and important tools for initial and later going project movements
- Initiated the regional departmental office in Jeddah, as well as, recommending/referring few existing employees for joining.
- High net individual lending against “Real-estate, stocks, etc.”
- Priority banking Relationship Manager
- Functioned as an acting Branch Manager
- M.A program certified was enrolled in the Management Associate Program in Samba Riyadh.
- Project manager for two important organizational tasks
TOTAL QUALITY MANAGEMENT DEPARTMENT
- Ensuring the development of systems for processing, analyzing and reporting to QI Department
- Assisted in the set-up (policy and database) of the hospital wide Environmental Rounds Program. Environmental Rounds Team Leader.
- Facilitating and providing educational / technical assistance to committees and departments in meeting their quality improvement objectives
- Administrating and monitoring the committee management program, to include the team formation, objective, determination, team development and reporting on compliance/achievement
- Coordinating and monitoring compliance for Joint Commission International Accreditation (JCIA)
- Creating and conducting inclusive hospital wide/ departmental surveys to better serve internal and external customers. (Such as Non-Medical Hospital Operations survey)
Wet Shredder Process “Water Analysis Project”, Toledo, Ohio (Spring 2000)
- Sponsored by the College of Engineering MIME Department
- Process was to provide better management of the process water system
o Developing competencies by acquiring higher level of mastery of the various techniques and tools associated with each domain of knowledge presented in the courses. o Consisting courses (Corporate Financial Statement Analysis, Advanced Investment and Portfolio Management, Real Estate Valuation & Legal Aspects of Wealth Management) o CER Developing competencies by acquiring higher level of mastery of the various techniques and tools associated with each domain of knowledge presented in the courses. o Consisting courses (Corporate Financial Statement Analysis, Advanced Investment and Portfolio Management, Real Estate Valuation & Legal Aspects of Wealth Management)
o Capable of giving professional financial advice that meets the expectations of clients, inspiring confidence in them and building stronger customer relationships for the mutual benefit of the client and the financial institution. It also allows individual employees to earn themselves a career-based diploma that recognizes their aptitude and professional competence in dispensing financial advice. o Consisting courses (Interpersonal Relationship Skills, Personal Financial Situation Analysis, Non-Financial Risk Management, Fundamentals of Investment and Capital Markets, Personal Tangible Asset Valuation & Legal Aspects of Financial Planning)