Jad Sabbagh

Position Held: Private Banker / Dealer Company Name: Lebanon & Gulf Bank Department: Private Banking & Treasury and Capital Market Role:
-Daily Fx transaction (client and Branch level )
-Treasury Daily operation
-Currency Spot transaction
-Fx Derivatives, Hedging Structure, Equity derivatives
-deliver a high quality client service and customer retention approach to managing client relationships to enhance product sales and new client growth targets
-Accurately assess the risk profile, suitability and appropriateness of clients when marketing the financial market division products and services by maintaining an accurate and up to date call report, KYC database
-Handle client queries of day to day and assist in resolving client problems within the team.
-Arrange clients' FX deals, securities trading and other investment products. Ensure all regulatory requirements and controls are duly applied.
-Supervise the client portfolios and strategies implemented by the specialists and alert the head of department for any discrepancies between the client needs and the strategy implemented.
-Achieve a satisfactory level of knowledge of Private Banking products and services by keeping up-to-date with related products and transactions developments.
-Get new clients for the financial market division via the bank sales force or by acquiring meetings from prospects clients
-Send a weekly report for the head of department for all clients meetings and clients special requests.