Senior Relationship manager
Sterling Financial Brokers
مجموع سنوات الخبرة :20 years, 4 أشهر
Financial institution licensed by UAE Central bank
Execution of full relationship cycle with HNI from initial
lead processing through conversion and closing (KYC
/AML, Due diligence, Account opening,
Funding)Achievements/Tasks
Oversee the needs of a portfolio of High net worth
clients by offering Banking & Investment products.
Managing a book of business for investors with different
nationalities ( Locally & Internationally )
Making sure clients comply with all laws and regulations
and Central bank policies
Identifying and analyzing key competitors and related
products as well as generating growth in AUM and
revenue streams through effective client acquisition and
management of portfolio of clients
Getting extremely knowledgeable in regards to
company's products and services to advise customers on
choices to their needs
Meet with existing and prospective clients to create
customized insurance policy packages
Expand customer base while keeping impeccable
customer service / Match clients Needs with the best
retirement Plan and insurance
Provide day-to-day support to other account managers
and senior executives / Analyzing documents for
appropriate distribution and filing / Informing clients
about market opportunities that leads to an increase in
trading and generating more revenue / Interact with
dealing room and company traders to give account
managers more insight
courses: NDU - LOUAIZI - LEBANON SOCIOLOGY & ECONOMY CERTIFICATE (2002) Sagesse - Jdeideh - LEBANON