Head of Awqaf Wealth Management
Al Khabeer Capital
Total years of experience :27 years, 0 Months
o Develop new Waqf and/or wealth management products that are in demand and obtain approval from the Head of Custody & Awqaf Division. Design the best approach to bring them to the market in a timely fashion.
o Identify client needs as per their financial requirements; present to and convert clients for various Waqf and wealth management products and services.
o Interact with key strategic and potential High Net Worth and Corporate Clients in the target market to introduce Alkhabeer and create awareness about its Waqf and wealth management products and services.
o Promote new Waqf and wealth management products and services and oversee marketing activities to raise Awqaf Wealth management portfolios.
o Responsible of Awqaf clients’ relationships.
o Study potential Awqaf projects and recommend propose structure.
o Supervise and review all Awqaf functions (Structuring, Portfolio Management, Monitoring and Reporting).
o Review and obtain approvals on structuring proposals, agreements and other related documents.
o Supervise and implement the arranging process of structuring Awqaf Projects.
o Supervise and implement the drafting of investment strategies and approvals obtaining.
o Implement the open platform wealth management methodology: Create and expand the platform of asset managers and products, create strategies, develop and execute Awqaf portfolios.
o Develop short and long-term departmental goals, financial targets, policies, and procedures; ensure to implement the same under area of responsibility for effective operations.
o Develop new Waqf and/or wealth management products that are in demand and obtain approval from the Head of Custody & Awqaf Division. Design the best approach to bring them to the market in a timely fashion.
o Identify client needs as per their financial requirements; present to and convert clients for various Waqf and wealth management products and services.
o Interact with key strategic and potential High Net Worth and Corporate Clients in the target market to introduce Alkhabeer and create awareness about its Waqf and wealth management products and services.
o Promote new Waqf and wealth management products and services and oversee marketing activities to raise Awqaf Wealth management portfolios.
o Responsible of Awqaf clients’ relationships.
o Study potential Awqaf projects and recommend propose structure.
o Supervise and review all Awqaf functions (Structuring, Portfolio Management, Monitoring and Reporting).
o Review and obtain approvals on structuring proposals, agreements and other related documents.
o Supervise and implement the arranging process of structuring Awqaf Projects.
o Supervise and implement the drafting of investment strategies and approvals obtaining.
o Implement the open platform wealth management methodology: Create and expand the platform of asset managers and products, create strategies, develop and execute Awqaf portfolios.
o Monitor Awqaf portfolios’ performances, Clients reports and statements and rise observations to the Waqf Business Committee “WBC” in case of any issue.
o Liaise with related AKC departments to ensure that Awqaf Wealth Management services meet the applicable regulatory and internal requirements and market needs.
Heads the team of sales and client relationship Management across all regions of the KSA presented in 3 offices " Jeddah, Riyadh, and Khobar ".
Responsible for the strategy and the implementation of the sales team to promote all products of SHUAA Capital Saudi Arabia ( Brokerage - Asset Management-Private Equity - Investment Banking - Structured Products )
Heads the team of sales and client relationship Management of thewestern region of the KSA. responsible for the strategy and the implementation of the sales team to promote all products of SHUAA Capital Saudi Arabia ( Brokerage - Asset Management-Private Equity - Investment Banking - Structured Products )
Plan client's goals and analyzing markets and setting up an investment scheme according to the client's needs.
Markiting Manager for The kigndom and the Gulf area
Client Relationship Managment
Interpersonal Relationship Skills
The Coaching Clinic
Effective Leadership
Designated and Certified Wealth Manager Courses: 1- Corporate Financial Analysis. 2- Advanced Investment and Portfolio Analysis. 3- Real State Evaluation. 4- Legal Aspects of Wealth Managment.
Modern Markiting Approaches
Winning and managing key corporate clients
Designated and Certified Financial Planner Courses: 1- Interpersonal Relationship Skills. 2- Personal Financial Situation Analysis. 3- Fundamentals of Investment and Capital Markets. 4- Non Financial Risk Managment. 5- Personal Tangible Asset Evaluation. 6- Legal Aspects of Financial Planning. 7- Financial Institution Business System
Investment portfolio managment
Securities and Markets Analysis
Excellency through exceeding customer's expectations.
Investment Derivatives
Foundation of Investments
Mathematics of investment
Investment and markiting seminar
Selling Skills - Level 1
Computer science
High school