Director (Company Set Up)
Kohlberg Kravis Roberts
Total years of experience :16 years, 11 Months
• As the first Credit Suisse Saudi Arabia employee, built and developed the Brokerage business ground up.
• Developed Brokerage trading system meeting all Tadawul & CMA requirements.
• Coordinated all required licences with authorities to startup and register the firm.
• Ensured that all corporate policies and procedures supporting its activities and operations are in compliance with regulations and governing laws.
• Placed the first order at the exchange after seven months of preparation and system testing.
• Established a number of meaningful relationships with key institutions in Saudi, GCC, and hedge funds.
• Representing the firm to promote our services and research, gave a number of interviews on nationlal and regional TV channels.
• Responsible for the daily Order Execution and Relationship Management units, and ensure smooth and efficient running of activities.
• Set the department performance objectives and monitor progress of corporate strategic, financial and operational goals.
• Conduct market research to maintain competitive advantage.
• Review and update action plans quarterly, prioritizing and adjusting activities to meet goals.
• Lead the recruitment and selection of the Brokerage Division staff.
• Developed strategies to identify new customer relationships to expand on the existing portfolio.
• Maintain customer relationships and monitor customer service levels at all times.
• Demonstrate personal integrity, teamwork, interpersonal skills and customer focus.
• Worked closely with compliance at all times to develop the SWAP business agreement and monitor the daily reporting to the CMA.
• Maintained excellent relationship with Tadawul and executed several off market crosses which were the biggest in Tadawul history for at least the last five years (SAR3.7B).
Double major in Finance and Management.
double major Finance and management