خالد الزغيبي, Regional Head Of Private Unit

خالد الزغيبي

Regional Head Of Private Unit

Riyad Bank

البلد
المملكة العربية السعودية - الرياض
التعليم
بكالوريوس, Finance
الخبرات
15 years, 2 أشهر

مشاركة سيرتي الذاتية

حظر المستخدم


الخبرة العملية

مجموع سنوات الخبرة :15 years, 2 أشهر

Regional Head Of Private Unit في Riyad Bank
  • المملكة العربية السعودية - الرياض
  • أشغل هذه الوظيفة منذ مارس 2023

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AVP, Acting Head Of Private Banking Sales Unit في بنك الرياض
  • المملكة العربية السعودية - الرياض
  • يونيو 2020 إلى مارس 2023

ConsultedwithclientsofPrivateBankingonavailablefinancialsolutionstailoredto desired investment and hedging goals.
• MaintainedroutinecommunicationwithPrivateBanking'sclientstoassessoverall satisfaction, resolve difficulties and promote new offerings.
• Servicedexistingaccountsonregularbasistomaximizerevenue.
• Implementedsalesstrategiesandtechniques, increasingrevenueandPrivate
Banking's clients satisfaction.
• Handled buy and sell transactions for financial instruments on behalf of Private
Banking's clients.
• Securedrestrictedandsensitivefinancialdata, followingRiyadBank'spolicies.
• Recruited high-achieving team members for enhanced unit performance.
• Coached and mentored junior staff to maximize Treasury department capabilities.
• Collaborated with Treasury Financial Solutions management to set and control annual
budgets.
• Managed daily Treasury services for smooth business operations.

Assistant Vise President - Senior Dealer في Riyad Bank
  • المملكة العربية السعودية - الدمام
  • يونيو 2015 إلى مايو 2020

Managing and directing most of activities of Treasury Sales in Eastern Region.
• PromotingTreasuryFXhedgingproductsinadditiontoInterestRatehedging
solutions.
• ObtainingnewclientstoTreasuryinadditiontomaintainingexistingrelationships.
• WorkingjointlywithallcorporatesegmentsRelationshipManagerstoensure
satisfaction of all clients in addition to coordinating clients limits requests with all
other departments.
• AwardedwithTreasuryCross-SellAwardin2015and2017.

Treasury Dealer في Riyad Bank
  • المملكة العربية السعودية - الرياض
  • مارس 2009 إلى مايو 2015

• ProvidedquotationsandinformationtocorporateclientsonvariousTreasury structured products.
• WorkeddirectlywithcorporateclientsinadditiontosomeattachmentsinMoney market and Foreign Exchange Desks.
• HavestrongpracticalexperienceaboutmostofTreasuryproductssuchasInterest rates (IRS, PRS and IR-Options), Money Market, Foreign Exchange (Spot, FX Forwards, FX Options, Cross Currency Swaps and Structured FX Hedging) and Commodities (Structured commodity hedging)
• WorkeddirectlywithStructureDeskmarketingstructuredproductsinadditionto handling maturity fixings for sophisticated clients.
• Handledcorporateregion'sclientstokeeprelationshipinadditiontodomarketing, pricing, visiting and creating new Treasury's clients.
• Coordinated with Interbank, Back Office, Relationship Managers, Trade Finance, Credit and Risk Management as well.

الخلفية التعليمية

بكالوريوس, Finance
  • في King Fahd University of Petroleum and Minerals
  • فبراير 2009

•CompleteGPA: 3.34/4.0 | Major GPA: 3.62/4.0 •Got Third honor for three times •Related coursework include: Money and Banking, Economy of Saudi Arabia, International Economics, International Financial Management, Management of Financial Institution, Investments, Public Finance, International Economics, International Financial Management, Management of Financial Institutions, Investment, Computer Applications in Finance, Risk and Management Insurance, Financial Policy.

Specialties & Skills

Microsoft Office
Foreign Exchange Management
Reuters
Treasury Functions
Time management skills
Microsoft Office software & the Internet
MetaStock and Stocks Analysing
Computer
Reuters
Microsoft

اللغات

الانجليزية
متمرّس
الفرنسية
مبتدئ
العربية
اللغة الأم

التدريب و الشهادات

Treasury products workshop (تدريب)
معهد التدريب:
EuroMoney
تاريخ الدورة:
September 2011

الهوايات

  • Swimming, GYM exercises and redaing