JADWA I INVESTMENT - Riyadh, SA
Central & Eastern Regional Manager - Wealth Management (01/2009 to Present)
Currently as a senior manager leading the business of wealth management, guiding individual and team performance through training and coaching. Promote investment opportunities and research growth areas consistent with Jadwa principles and strategies. Engage daily in personal contact with high net worth clients and lead relationship management to build business through an individualized approach to the desires, needs and goals of each client. In addition lead a team of accomplished wealth management professionals who deliver the full range of investment, private banking and asset management to clients. Ensure consistent delivery of best-in-class service to all clients and articulate best thinking on planning, asset allocation, alternative investments, etc.
Selected Contributions:
♦ Develop comprehensive, integrated wealth plans and strategies for clients including high net worth individuals, families, foundations, endowments and planned giving programs.
♦ Deploy comprehensive knowledge of wealth management and private banking services and investment strategies.
♦ Collaborate with product specialists and other internal resources to expand existing client relationships, improve client satisfaction, strengthen client trust, ensure retention and grow revenue.
♦ Consistently achieve excellent ratings from customers, peers, and senior management.
JADWA INVESTMENT. - Al-Khobar Center
Eastern Province Area Manager (9/2007 to 1/2009)
In this strategic operations management role, led all functional business areas and staff throughout the Area. Directly managed two branches and 16 team members. Provided ongoing coaching and training on tactics, products, and client management principles. Coordinated a targeted program of outreach efforts that included visits, calls and referral development to increase client base. Member of the Jadswa start-up team.
Selected Contributions:
♦ Organized and directed many networking functions and special events to increase clientele.
♦ Successfully established long-term relationships with clients in targeted groups.
♦ Achieved the number one ranking in Area achievement and performance two consecutive years.
JADWA INVESTMENT - Al-Khobar Center & Riyadh Center
Senior Relationship Manager (1/2007 to 9/2007)
Performed at a high level in all areas, rapidly gaining a firm understanding of company strategies, products and tactics. Built sound, trusting relationships with ultra-high net worth clients (UHNW) and managed their portfolios. Member of the Jadwa start-up team, earning promotion to Area Manager in nine months.
THE SAUDI BRITISH BANK. - various locations
Branch Manager / Premier Relationship Manager (11/2004 to 1/2007)
Rose to Branch Manager role in the Al-Khobar Aqrabiyah Branch in 2005. Held responsibilities for all operational and strategic functions, with a focus on maximizing branch revenues, sales, and customer satisfaction. Recruited, trained and managed branch staff -28 team members. Developed and directed branch sales strategy targeted to the local market. Responsible for all compliance matters.
Selected Contributions:
♦ Deployed aggressive sales and cross-selling techniques to maximize loans, credit cards and deposit accounts through new business as well as the current customer base.
♦ Consistently maintained positive customer relationships.
♦ Successfully raised branch performance ranking from 21 of 24 in 2004 to 3 of 24 in 2007.
♦ In prior role as Premier Relationship Manager, controlled and monitored high net worth portfolios for the entire region.
- مجال الشركة:
- البنوك
- الدور الوظيفي:
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الإدارة
