personal banker
HSBC - United Arab Emirates
Total years of experience :8 years, 10 Months
• Ensured that sales & operations are undertaken in accordance with HSBC Bank PLC FIM, BIM and Credit Policy Manual appropriate lending guidelines.
• Executed customer contact strategies in line with Group operating models and strategy set by regional Customer Relationship Management team.
• Fully utilized and contributed to Customer Relationship Management data, ensuring all customer information is complete.
• Proactively assisted management in identifying and containing ML compliance risk
• Followed and implemented the strict procedure of SCC, CAMP Alerts and KYC for individuals from sensitive countries.
Execute new wealth management division for western expatriate investors.
•Create, develop and market financial seminars directed towards overseas clients.
•Create detailed financial plans by applying FATCA, PFIC tax strategies for foreign investors.
•Devise and execute business development strategies to attract and acquire new client base that facilitates
company revenue growth.
•Address client needs and build financial plans while striving to exceed prior profitability and revenues.
Key Achievements:
•Grew client base by 25% in less than 18 months.
•Exceeded sales goals by over 10% each quarter.
Generated comprehensive business plans for specific high net worth target markets to convert potential prospect into clients.
•Created market research client portfolios containing client specific profiles, potential investment products and risk exposures such as liquidity and credit to determine client eligibility.
•Attended events to build and strengthen rapport with clients, utilizing excellent communication techniques.
•Provided a high level of individualized, comprehensive brokerage financial services and investment strategies to clients.
•Analyzed current economic trends to assess individual client needs.
•Conducted equity research on companies to discover undervalued investments with reasonable prospects for long
term sustainable growth.
Key Achievements:
•Presented investment and financial planning seminars to clients and prospective clients.
•Prepared an Excel based financial forecast for a $5 million project.
•Presented Unique Value Proposition to High Net Worth clients of New York Metro area Fortune 100 companies.
Reviewed and improved client financial plans by utilizing tax and/or investment strategies as well as securities, insurance, pension plans and real estate.
•Created market research reports for various clients containing competitor analysis, financial products, legislation and international market trends to present to senior management.
•Developed and establish strategic investment plans by assessing client assets, liabilities, cash flows, insurance coverage and tax status.
•Coordinated business models and proposal for customer acquisition specifically for high net worth expatriates.
Key Achievements:
•Chartered Institute of Securities and Investments (CISI) Certified.
•Reviewed the key accounts on a regular basis to ensure compliance with internal and external policies, guidelines,
rules and regulations.
Maintained and managed time sensitive account reports for finance organization.
•Handled multifaceted company data containing financial metrics to be circulated to internal organizations.
•Responsible for revision of all aspects of payroll expense reports for database managed in MS Excel.
•Electronically established & sorted precise records for customized databases according to client specific aspects.
Key Achievements:
•Identified, investigated and rectified errors and anomalies in input data for reliable financial data.
•Assisted in developing the automated system for recording the inventory from existing manual system.
to successfully close deals in two different states within 24 hours.
•Increased territory client base by 60% in 6 months, met sales target by 100%.
Minor in Financial Analaysis
courses: Chartered Institute Of Securities And Investments Level 3 Accredited. Member – The American Business Council Of Dubai And The Northern Emirates.
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