Dany Feghali, Centre Manager - Wealth Management

Dany Feghali

Centre Manager - Wealth Management

Commercial Bank of Dubai

Lieu
Émirats Arabes Unis - Dubaï
Éducation
Master, Executive
Expérience
14 years, 9 Mois

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Expériences professionnelles

Total des années d'expérience :14 years, 9 Mois

Centre Manager - Wealth Management à Commercial Bank of Dubai
  • Émirats Arabes Unis
  • janvier 2010 à août 2012

➢ Commercial Bank of Dubai - UAE
(January 2010 -) Centre Manager - Wealth Management

• Managing a team of relationship managers and customer support officer
• Handling relationships of High Net Worth Individuals (nationals & expatriates)
• Monitoring customers portfolio and recommending suitable investments decisions
• Helping customers to start offshore Private Banking relationships and Trust accounts

Assistant Vice President - Wealth Management à Citibank N.A. - UAE
  • Émirats Arabes Unis - Dubaï
  • août 2005 à décembre 2009

➢ Citibank N.A. - UAE
(August 2005 - December 2009) Assistant Vice President - Wealth Management

• Handled relationships of High Net Worth Individuals (expatriates)
• Monitored customers portfolio and recommending suitable investments decisions
• Acted as Branch Banking Head by delegation
• Prepared investments presentations and provided products information

Relationship Management à Clearstream Banking Luxembourg
  • Émirats Arabes Unis - Dubaï
  • janvier 2001 à juillet 2005

(January 2001-July 2005) Relationship Management - Institutions/Corporates

Part of Deutsche Borse Group, Clearstream Banking is an international clearinghouse for securities,
With core activities: Custody, Clearing and Settlement

• Regional exposure to banks and financial institutions
• Increased bank's customers and profitability, using lending products: Automatic Securities Lending,
Strategic Securities Lending and Tripartite Repo
• Monitored daily trading activities to insure trades Matching and Delivery Versus Payments

Accountant / Auditor à Bureau d'Analyse et d'Expertise Comptable
  • Liban - Beyrouth
  • octobre 1995 à octobre 1998

➢ Bureau d'Analyse et de Revision Comptable (BARC) - Lebanon
(October 1995 - October 1998) Accountant / Auditor

BARC is a Lebanese accounting and auditing firm

• Prepared Balance Sheet, Profit/Loss and Cash Flow statements
• Prepared audit reports according to International Accounting Standards

Éducation

Master, Executive
  • à London Business School
  • août 2012

Jan 2012 - London Business School Reading for an Executive MBA (2012-2013)

Diplôme, International Wealth Management
  • à CISI
  • décembre 2010

Dec 2010 CISI - (Chartered Institute For Securities & Investment) Int'l Certificate in Wealth Management

Master, Finance
  • à Saint Joseph University
  • juin 1999

Jun 1999 Saint Joseph University Masters in Finance

Specialties & Skills

Banking
Securities
Wealth Management
Offshore
BANKING
SECURITIES
WEALTH MANAGEMENT

Langues

Arabe
Expert
Anglais
Expert
Français
Expert

Formation et Diplômes

Securities (Formation)
Institut de formation:
ISMA - International Securities Market Association
Date de la formation:
March 2005