Management
Wasel Real Estate Co.
Total des années d'expérience :8 years, 4 Mois
International Investment & Wealth Manager
Jan 11 - Sep 2012
Position: Regional Manager at Dana Bahar Al Arab Fisheries LLC
Responsibilities:
Planning the fishing operation for the fishing vessels with reference to season.
Surveying and communicating with local communities to assure the resources according to market demands.
Organizing the schedule of fishing operations for each vessel.
Preparation of budget and getting approval by management members for the entire season.
Managing and controlling the expenses of the vessel crew and the office staff.
Co-ordination with the fishing operation manager and marketing manager to achieve best pricing for the fished products.
Meeting the marine engineers to improve the systems in the vessels technically for better catches from fishing vessels.
Preparing and analyzing the profit/loss equation for the complete fishing operation.
Coordinating with the head office in Kuwait for all the financial aspects of the company.
Position: Relationship and Wealth management manager at Bank of Kuwait and Middle East.
Responsibilities:
Manage and develop the portfolio.
Setup wealth management.
Provide quality services for the Bank in Bahrain & London through representative offices.
Identify potential opportunities in international markets.
Setup structures for public relations-media-sales.
Follow up media issues locally and globally.
Coordinate and participate in conferences to introduce distinction ID for the company related to the projects and deals in London.
Evaluate the financial aspects of product development such as budgets, expenditures, research and development appropriations, return on investment and profit-loss projections.
Use sales forecasting and strategic planning to ensure the sale and profitability of products, lines, or services, analyzing business developments and monitoring market trends.
Advise business and other groups on local and international factors affecting the buying and selling of products and services.
Select products and accessories to be displayed at conferences, trade or special production shows.
Make presentations on financial services to groups.
Respond to requests for information from the media.
Confer with other managers to identify trends and key group interests and concerns or to provide advice on business decisions.
Arrange public appearance, conferences, lectures, and exhibits for clients to increase products and services awareness.
Provide quality service for high net worth customers.
Manage portfolio of US $3, 000, 000 total assets and KD 1, 000, 000 credit facilities.
Setup risk profiles for customers.
Selling investment fund matches with risk category.
Follow up risk profile amendment.
Prepare call reports of communication and visit.
Follow up portfolio profitability.
Sell credit facility (LC-LG-O/D-Loans)
Jun 04 - Jun 05
Position: Personal Banking Officer at National Bank of Kuwait (NBK).
Responsibilities:
Provide personalized services to customers to meet their financial needs
Management of a selective group of customers’ portfolios (250 customers).
Prepare daily reports on call visits and product sales.
Maintain excellent customer communication.
Selling a complete range of consumer banking products.
Jun 05 - Jun 06
Position: Operation Manager at NBK
Daily duties:
Balance the safe with the chief cashier
Hold the responsibility for all cash management.
Follow up and approve opening account requests.
Monitor the performance of customer service staff.
Execute clients’ instructions and calls.
Follow up on the maturity dates of fixed deposits.
Monitor the training needs for the staff
Submit monthly reports as required by the management.
Jun 06 - Jun 08
Position: Branch Manager at NBK.
Responsibilities:
Achieve action plans
Develop value added services
Develop the team to reach our goals
Develop organization structures and tools.
Monitor staff performance and provide the training needs.
Manage high net worth portfolio.
Setup structures and strategic financial plans.
Develop strategic plans with partners for finance resource and corporation for Investments and Funds.
Make presentations for the staff about client services