Relationship Manager-Private Banking & Wealth Management
Ahli United Bank
Total years of experience :23 years, 2 months
•Establish, develop, retain and deepen long-term relationships with current and potential customers.
•Developing new business, identifying & contacting existing / prospect clients and promoting the Bank's services
•Evaluates client's financial data or investment objectives and recommends strategies based on the client's risk profile and personal financial statements
•Cater wide variety of commercial & individual loans
•We advise our clients on all aspects related to the property search and purchase process in the UK. advising clients on corporate structure to reduce taxes, helping in bills payment, inspecting property, and finding the best financing and mortgage options.
•Manage Islamic Products and reviews Banks Islamic contracts.
•Liaised with external legal agencies and Sharia for their approvals.
•Managed liquidity and LDR Ratios to be in line with Central Bank regulation
•Handling MM and FX desk
Priority Banking - (Head Office)
Handling HNWI (high net worth individuals). Managing a portfolio of investment and retail products. Identifying opportunities for cross selling products. Providing financial and non-financial needs. Monitoring the quality of the customer portfolio and new prospect ensuring bank policies and procedures are followed.
Exposure to local market: Funds, and brokerage
Exposure to international markets: Investment Products, Funds, Structured Products, Islamic Products, and Brokerage.
Relationship officer in consumer lending, personal loans, auto financing, house financing, reviewing customer loan applications and credit cards.
Acquiring new customers, meeting targets, selling bank’s product, presenting reports regarding sales figures (Fixed deposits, loans, credit card, and accounts). Retaining old customers by dealing and solving their problems, and improving our services.
Brokerage Firm. Training in the Stock department, Accounting department, customer services, and daily transactions.
The first company to give seminars about the basics of the stock market and promote the idea of investment in Lebanon. Introduced to the basics of trading on-line, in addition to the great knowledge the various types of risk, and financial instruments.