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Assaad Rizk, Freelancer

Assaad Rizk

Freelancer·Freelancer

Lebanon

Bachelor's degree, Finance

Work experience

Total years of experience: 19 years, 0 months

Freelancer

September 2017 - Present

Freelancer

Beirut, Lebanon

September 2017 - Present

Provide all the required clarifications to my clients about their needs, including how to provide the services, the followed procedures, and the fees related to those services, as well as provide what would assist them in completing their transactions in an optimal manner.

Provide all information and data requested by my clients and commit to the confidentiality of the information provided by them in a personal capacity or that contained in the official papers. Responding to their requests without delay according to the specified time frame and follow up all requests according to the date of the reviews of the official departments.
Company industry:
Financial Services
Job role:
Sales

Senior Financial Consultant

February 2015 - November 2016

Nasco M.E. Insurance Brokers

Dubai, United Arab Emirates

February 2015 - November 2016

I specialize in Wealth Management and providing tax efficient independent advice on essential financial needs like Retirement Planning, Children Education Planning, Portfolio Management, Shariaa compliant funds and many more solutions.

My advice is tailor-made to suit my clients’ specific requirements and any change in their personal or career circumstances is taking into account for future advice. Throughout my10 years in the business I have won several awards due to the quality of services that I offer to my clients.

I have the ability to help you at every stage of your financial planning in different categories such as:

Retirement Planning
Savings Plans
Pensions Plans
Education Fees Plans
Lump Sum Investment
Personal Protection
Preparation of Wills
Personal Pensions
Islamic Solutions
Key Man Cover
Shareholder Protection
Group Pension
Corporate Solutions
Term Life Insurance
Life Insurance
Disability Insurance
Company industry:
Insurance & TPA
Job role:
Sales

Executive Financial Planner

November 2013 - February 2015

DeVere - Acuma

Dubai, United Arab Emirates

November 2013 - February 2015

Provide free and impartial financial advice to professional expatriates.
Assist clients to achieve financial freedom and maximum protection whilst they are living offshore.
Specialize in different financial planning categories such as:

Offshore Retirement Planning - Savings Plans - Education Fees Plans - Personal Protection Life Insurance - General Insurance - Group Pension - Corporate Protection - Mortgages Servicing - Disability Insurance - Critical illness Insurance - Lump Sum Investment
Company industry:
Financial Services
Job role:
Accounting and Auditing

Private Wealth Manager

May 2010 - November 2013

Globaleye

Dubai, United Arab Emirates

May 2010 - November 2013

Keep developing methods and procedures to increase sales, expand/exit markets, research competitors and gain new business.
Managing a clients’ portfolio worth of USD 7 Million in form of regular medium to long term investments for clients in reputable companies such as HP, IBM, GE, BAT, Microsoft, and companies outside UAE such as companies in KSA, Qatar, Bahrain and Egypt.
Performed Business to Business sales on a daily basis and consistently achieved and surpassed targets.
Negotiating long term contracts with directors and senior managers to build my client’s portfolio.
Report directly to VP - Head of MENA Division.
Company industry:
Financial Services
Job role:
Accounting and Auditing

Business Develepment Manager

January 2008 - May 2010

Globaleye

Dubai, United Arab Emirates

January 2008 - May 2010

Developed methods and procedures to increase sales, expand/exit markets, research competitors and gain new business.
Generated USD 2.5 Million per year of new business from clients in reputable companies such as HP, Cisco, Dubai Internet City companies and Dubai Media City.
Performed Business to Business sales on a daily basis and consistently achieved and surpassed targets.
Managed and lead a team of 4 business development executive while negotiating long term contracts with directors and senior managers to build my client’s portfolio.
Report directly to VP - Head of MENA Division.
Company industry:
Financial Services
Job role:
Accounting and Auditing

Business Development Executive

September 2006 - January 2008

Globaleye

Dubai, United Arab Emirates

September 2006 - January 2008

Successfully developed business for a senior wealth manager.
Researched competitors as well as several markets globally, including the UAE, Russia and ME.
Performed Business to Business sales on a daily basis and consistently achieved and surpassed targets.
Report Directly to Wealth Manager.
Company industry:
Financial Services
Job role:
Accounting and Auditing

Education

University Of Atlanta

January 2012

January 2012

Bachelor's degree, Finance

United States

GPA (point): 3.56 out of 4

GPA (point): 3.56 out of 4

The BS degree in Business, with a Finance concentration, is constituted of a solid core of balanced coursework in management, marketing, economics, contemporary corporate operations and structures, business communication – with special emphasis on financial operations and financial management. Degree candidates analyze and apply the tools of effective financial analysis, understanding how such analysis bears upon and impacts decision-making and problem-solving. Students confront a panorama of financial issues, prepare a wide array of reports, and come to understand the effects of the international market on local markets, and of technological applications within the finance realm. The student is then afforded both firm business grounding and a substantial specialization in the multi-focal areas of finance and the co-related divisions of the business enterprise.
View attachment

Skills

New Business Development
Expert
New Business Development
Expert
Term Life Insurance
Expert
Term Life Insurance
Expert
Portfolio Management
Expert
Portfolio Management
Expert
College Savings Plans
Expert
College Savings Plans
Expert
Retirement Planning
Expert
Retirement Planning
Expert
Wealth Management
Expert
Wealth Management
Expert
Financial Advisory
Expert
Financial Advisory
Expert
Team Management
Expert
Team Management
Expert
Life Insurance
Expert
Life Insurance
Expert
Strategic Financial Planning
Expert
Strategic Financial Planning
Expert
WOL Protection Plans
Expert
WOL Protection Plans
Expert
Protection Planning
Expert
Protection Planning
Expert
Critical Illness Insurance
Expert
Critical Illness Insurance
Expert
Portfolio Management
Expert
Portfolio Management
Expert
Lump Sum Investments
Expert
Lump Sum Investments
Expert
Key Person Cover
Expert
Key Person Cover
Expert
Product Training
Expert
Product Training
Expert
Preparation Of Wills
Expert
Preparation Of Wills
Expert
Disability Insurance
Expert
Disability Insurance
Expert
Financial Planning
Expert
Financial Planning
Expert
New Business Development
Expert
New Business Development
Expert
Retirement Planning
Expert
Retirement Planning
Expert
Investments Planning
Expert
Investments Planning
Expert
Team Management
Expert
Team Management
Expert
Corporate Benefit
Expert
Corporate Benefit
Expert
Offshore Pensions
Expert
Offshore Pensions
Expert
Savings Accounts
Expert
Savings Accounts
Expert
Asset Management
Expert
Asset Management
Expert
Sales
Expert
Sales
Expert
Edication Fees Planning
Expert
Edication Fees Planning
Expert
Shareholder Protection
Expert
Shareholder Protection
Expert
Mutual Funds Guidance
Expert
Mutual Funds Guidance
Expert
Strategic Investments
Expert
Strategic Investments
Expert
Mortgage Transfer
Expert
Mortgage Transfer
Expert
New Business Development
Expert
New Business Development
Expert
Negotiation
Expert
Negotiation
Expert
Clients Relations Management
Expert
Clients Relations Management
Expert
Real Estate
Expert
Real Estate
Expert
Operations Management
Expert
Operations Management
Expert
Mortgage Processing
Expert
Mortgage Processing
Expert
Training
Expert
Training
Expert
Operations
Expert
Operations
Expert
Workmen Compensation
Expert
Workmen Compensation
Expert
Term Life Insurance
Expert
Term Life Insurance
Expert
College Savings Plans
Expert
College Savings Plans
Expert

Languages

English
Expert
Arabic
Native Speaker
French
Expert

Training and Certifications

Certifications
CII Award In Financial Planning
Nov 2015

Hobbies

  • Reading, Hiking, Swimming