Senior Broker for International Brokerage Services
Saudi Fransi Capital
Total years of experience :13 years, 8 Months
Execute international shares & option orders and follow up for the portfolios of the clients.
Review transactions to ensure accuracy of information and ensure that trades conform to regulations of CME.
Monitor any incoming news, research, or reports to help support all aspects of the trading desk: pre- trade analysis, research on index constituent changes and the design of optimal strategies for large trades.
Communicate trade thoughts and news in order to give clients an accurate shares information.
Acquire and effectively communicate responses to client questions.
Initiate, facilitate, and moderate classroom lecture and discussion through critical thinking of innovation field.
Collaborating with colleagues at Innovation Center to address course contents and course materials of innovation.
Support students and faculty and answer questions through classroom, brainstorming, etc.
Organize University admission fair and recruiting events.
Manage all aspects of recruiting graduate programs with yearly intakes of more than1500 new graduate students.
Maintain accuracy of enrollment and inquiry databases; provide reports: weekly status quo spreadsheet for Dean’s office, faculty and senior management.
Capture Arabic regional, ethnic, and cultural elements in text to adhere word choice and expression to include all Arabic dialects.
Prepare and review catalog and information materials transcribed with high degree of accuracy.
Performed full range of activities in processing materials and participating in situations requiring a general interpretation and translation to prospective Arab students.
Process and capture numerous accounts for daily financial operations.
Initiate joint client visits on potential customers for portfolio offerings and presentations of investment opportunities.
Develop and maintain large corporate (Kingdom Holding, Alazizyah, Sanad, Almuhaideb, etc.), commercial, private & institutional client relationships and equity.
Execute local shares orders & follow up for the portfolio of the VIP clients.
Provide and process financial margin for active accounts.
Support Relationship Managers for any ad hoc request.
Assess market strategies to meet organizational objectives, evaluate customer research, market conditions, and competitors’ data to implement marketing plan changes as needed.
Trade customers' shares via oracle-based trading software.
Check trading branches to be compatible with SAMA's laws.
Follow up on customers' portfolios, support all client’s activities and special marketing drives.
Devise and implement innovative stock exchange principles and equity drive for banking projects to further support financial growth.
Acquire new client relationships for the Treasury Corporate Client group and growing the client base.
Assist in establishing knowledge base for all customer services solutions.
Close interaction with Customer Relation Management (CRM) team.
Service & work support for the Saudi network customers.
Solve client’s complaints and provide efficient solutions.
Set up customer verification and risk mitigation procedure
Negotiation and finalizing credit coverage (policy & process) for all products
Process credit cards authorizations request.
Execute assigned special task and project along provided the needed support for clients.