أمير Ashrafi

Helped to set up this new management consultancy firm (Delta), in the Abu Dhabi Global Markets. It has been the first venture into a start-up organisation. The tasks included working collaboratively with lawyers, compliance officers and the management teams of both Delta and the ADGM, to help establish the organisation; indicating a commitment to adhering to the regulatory requirements of the ADGM.
Since inception, by utilising my private and wealth banking contacts, as well as building my corporate banking networks, helped to develop banking and investment relationships for Delta, their senior management and their clients.

Having a diverse set of responsibilities, showcases the versatility and ability to manage various facets of a start- up consultancy firm, that has been instrumental in the firms initial success by contributing to client acquisition, relationship building, and internal management.
Additionally, having a more managerial role within the organisation, which has incorporated overseeing and be ing part of sales, compliance, legal and auditing meetings; with internal and external parties.

Helped to set up this new management consultancy firm (Delta), in the Abu Dhabi Global Markets. It has been the first venture into a start-up organisation. The tasks included working collaboratively with lawyers, compli ance oficers and the management teams of both Delta and the ADGM, to help establish the organisation; indi cating a commitment to adhering to the regulatory requirements of the ADGM. Since inception, by utilising my private and wealth banking contacts, as well as building my corporate banking networks, helped to develop banking and investment relationships for Delta, their senior management and their clients.

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Amir Ashrafi Page 2
Having a diverse set of responsibilities, showcases the versatility and ability to manage various facets of a start up consultancy firm, that has been instrumental in the firms initial success by contributing to client acquisition, relationship building, and internal management. Additionally, having a more managerial role within the organisation, which has incorporated overseeing and be ing part of sales, compliance, legal and auditing meetings; with internal and external parties.

Meeting with existing and new high and ultra net worth private clients, to understand their financial and personal situation. Providing them with a holistic financial advice and guidance strategy.
Analysing and developing structured plans for the correct wellbeing of their global wealth to be managed accordingly; by working collaboratively, via introductions, with Tier 1 international Private Banks, as well as stock trading houses, property consultants, international law firms and multiple other firms and institutions; across a wide range of jurisdictions and booking centres (UAE, UK, Europe).

Meeting with existing and new high and ultra net worth private clients, to understand their financial and personal situation. Providing them with a holistic financial advice and guidance strategy. Analysing and developing structured plans for the correct wellbeing of their global wealth to be managed accordingly; by working collaboratively, via introductions, with Tier 1 international Private Banks, as well as stock trading houses, property consultants, international law firms and multiple other firms and institutions; across a wide range of jurisdictions and booking centres (UAE, UK, Europe).

Managing, advising and building private client investment portfolios, on Swiss private banking platforms and booking centres.
Clientele are multinational UHNW and HNW private clients, resident in the UAE. The relationship with them has stemmed from working as a trusted advisor, across 10-15 years of wealth and private banking experience across the UK and UAE.

Bespoke investment solutions created in USD, with Tier one banks as issuers. Blue chip multinational firms incorporated as part of the discretionary managed portfolio mandate.
Gaining increased exposure with Swiss private banks.

Managing, advising and building private client investment portfolios, on Swiss private banking platforms and booking centres. Clientele are multinational UHNW and HNW private clients, resident in the UAE. The relationship with them has stemmed from working as a trusted advisor, across 15 years of wealth and private banking experience across the UK and UAE.
• Bespoke investment solutions created in USD, with Tier one banks as issuers. Blue chip multinational firms incorporated as part of the discretionary managed portfolio mandate.
• Gaining increased exposure with Swiss private banks, on a discretionary and advisory solution basis.

Building the private banking business and services across the Middle East, to grow the Swiss and Luxembourg platforms, through existing networks and portfolio development of UHNW clients resident in the UAE.
Drawing on significant market insights and creating bespoke financial and investment solutions to build client wealth and business opportunities. Maintaining strong relationships with internal and external associates and service partners to enable the delivery of consistently high standards and expertise across all client channels.
AUM growth of c.$30m, across investment portfolios, single line stocks, bespoke investments, cash and deposits, under the UAE private bank platform; from high-net-worth local and multinational clients. Current portfolio stands at c.$50m, with a strong pipeline in excess of c.$130m (private clients).
Gained commitment from luxury brand corporates to work collaboratively with BIL across the UAE and Europe (in terms of events, branding and client referrals).

Building the private banking business and services across the Middle East, to grow the Swiss and Luxembourg platforms, through existing networks and portfolio development of UHNW clients resident in the UAE. Drawing on significant market insights and creating bespoke financial and investment solutions to build client wealth and business opportunities. Maintaining strong relationships with internal and external associates and service partners to enable the delivery of consistently high standards and expertise across all client channels.
• AUM growth across investment portfolios, single line stocks, bespoke investments, cash and deposits, under the UAE private bank platform; from high-net-worth local and multinational clients. Current portfolio stands at c.$100m, with a strong pipeline in excess of c.$130m (private clients).
• Gained commitment from luxury brand corporates to work collaboratively with BIL across the UAE and Europe (in terms of events, branding and client referrals).

Driving the expansion of Barclays international banking and wealth management services across the Middle East, through development of existing networks and working with corporates and business introducers to deepen client relationships. Leverage of significant market knowledge, local and international presence and effective influencing of business connections to drive acquisition of new accounts and market opportunities. Remit also included delivering financial seminars and corporate education programmes.

Significant AUM growth of c.£40m, across cash deposits and investments, under the UAE private client structure; from high-net-worth local and multinational clients. Portfolio stood at c.£150m plus.
Personally gained an exclusivity commitment from four large global/UAE firms to work collaboratively with Barclays, through a tailored attraction and relationship build approach.

Driving the expansion of Barclays international banking and wealth management services across the Middle East, through development of existing networks and working with corporates and business introducers to deepen client relationships. Leverage of significant market knowledge, local and international presence and efective influencing of business connections to drive acquisition of new accounts and market opportunities. Remit also included delivering financial seminars and corporate education programmes.
• Significant AUM growth of c.£40m, across cash deposits and investments, under the UAE private client structure; from high-net-worth local and multinational clients. Portfolio stood at c.£150m plus.
• Personally gained an exclusivity commitment from four large global/UAE firms to work collaboratively with Barclays, through a tailored atraction and relationship build approach.

Permanent location in Dubai to fully manage the UAE region, a portfolio made up of Key Business Introducers and VIPs, supporting the more complex needs of the market and clients with multifaceted requirements. Working with Corporates and Key Business Introducers to deepen client relationships and drive acquisition of new accounts and new business opportunities, leveraging market knowledge and existing connections. Focus on promotion of the proposition and delivering expertise in Offshore Banking, Investments, FX, Lending and Succession Planning. Effective communication and influencing to propel local market colleagues, internal and external lead generators and service partners to maximise the market opportunity and enable the delivery of consistently high standards across all client channels. Remit also includes running the events and marketing calendar for the region, in hosting events and driving business development activity.

Permanent location in Dubai to fully manage the UAE region, a portfolio made up of key business introducers and VIPs, supporting the more complex needs of the market and clients with multifaceted requirements. Focus on the promotion of the proposition and delivering expertise in ofshore banking, investments, FX, lending and succession planning. Responsibility for hosting client events and managing the marketing calendar for the region, to drive business development activity.
• Increased portfolio size from £55m to £85m within the first 12 months.
• Generated in excess of £190k worth of direct revenue annually.
• Secured agreement with 3 leading local brands to partner in a series of corporate events and charity functions.

Management of the UAE market, operating from London and Dubai ofice locations. Holding a portfolio value of £110m AUM, delivered through building, retaining and developing relationships. Self-generation of new business to expand the UAE portfolio and broaden into the wider MENA region. Delivering an exceptional client experience and generating revenue through being a trusted advisor, working with clients to understand their goals to assist them in wealth management, deposit accounts, investment and FX, lending, mortgages and trusts. Cross business collaboration with specialist product teams, senior management and market analysts to drive opportunity and build market knowledge, relevant to the client base. Adherence to UAE and DIFC cross border regulations, conducting business within policy, maintaining and reviewing all risk credentials.
• Established from scratch, the first UAE portfolio of wealth clients for Barclays International.
• Generated in excess of £1m net income ratio, year on year.
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Provided dedicated support for Asian and Middle Eastern client portfolios, retaining and enhancing the relation ship through client experience activity, including taking instructions, processing service needs, ofshore ap plications and ofshore payments. Generation of foreign exchange conversions and specialist referrals. Proactive development of knowledge and understanding of emerging Asian, European and US markets in order to build trusting relationships, understand client need and provide expertise. Worked as part of both the team, and indi vidually, in seeking opportunity to contribute towards delivery of investment commission. Proactively assisted in the atraction new clients via referrals, working across multiple teams within the bank and via external events and networking.
• Provided executive relationship and administrative support for 2 Far East Asian and Middle Eastern client portfolios, valued at £100m.
• Worked with the relationship manager population and management in support of other high value clients and wider business initiatives, leading to promotion to Relationship Manager.

Opening of new client accounts and the building up of a clientele base consisting of over 250 private clients, providing portfolio advice to and completing valuations, and buying and selling stocks and shares. Analysing market data and insight to inform clients regarding global economies and their efects on the FTSE index.
• Gaining much sought-after company sponsorship within 3 months, to complete the FCA exams, sub sequently becoming a qualified advisory broker within 6 months.
• Proven record for delivery of the highest small cap business and highest main market each month, c. £150k and c.£230k respectively.