Senior Wealth Manager
Saudi Hollandi Capital
مجموع سنوات الخبرة :31 years, 10 أشهر
- Support western region Clients investment needs.
- Support Saudi Hollandi Bank Network, Branches, Preferred Banking, Private Banking and High Net worth Individuals segment in Western Region.
- Offer products and services to clients in the region that match their need of investment review and risk.
- Review a client's personal data and help them reach short-term and long-term investment goals.
- Increase investment products sales among the region.
- Deliver Investment strategy and solutions to clients directly by advising on building portfolios based on Portfolio Management approach and in line with their risk/return profile and goals.
- Ensure adherence to laid processes and compliance.
- Execute the Sales campaigns & Product promotions across all Products.
- Establish and maintain strong relationships with clients.
- Responsible for client satisfaction by uniform service delivery and proactively re-balancing their portfolios to match their required asset allocation.
- Prepare & submit daily meeting /call reports to the Reporting Head.
- Provide Market & Business intelligence to reporting head.
- Offer products and services to clients that match their need of investment review and risk.
- Increase investment products sales.
- Deliver Investment strategy and solutions to clients directly by advising on building portfolios based on Portfolio Management approach and in line with their risk/return profile and goals.
- Review a client's personal data and help them reach short-term and long-term investment goals.
- Ensure adherence to laid processes and compliance.
- Establish and maintain strong relationships with clients.
- Responsible for client satisfaction by uniform service delivery and proactively re-balancing their portfolios to match their required asset allocation.
- Prepare & submit daily meeting /call reports to the Reporting Head.
- Provide Market & Business intelligence to reporting head.
- Managed the Preferred Banking segment and client/customer relations
- Managing A team of Relationship manager and Assistant.
- Investment & mutual funds sales
- Personal financing planning sales
- Credit cards sales
- Marketing and cross sales for all products
- Managed the Preferred Banking segment and client/customer relations
- Managing A team of Relationship manager and Assistant.
- Investment & mutual funds sales
- Personal financing planning sales
- Credit cards sales
- Marketing and cross sales for all products
- Managed and maintained the Preferred Banking segment of elite client/customer
- Investment & mutual funds sales
- Personal financing planning sales
- Credit cards sales
- Marketing and cross sales for all products
- Managed the first & business-class client/customer relations
- Time deposit operations
- Personal financing planning sales
- Consumer loans & credit cards sales
- Marketing and cross sales for all products
- Managed the first & business-class client/customer relations
- Time deposit operations
- Personal financing planning sales
- Consumer loans & credit cards sales
- Marketing and cross sales for all products
- Managed regional marketing consumer products
- Enrolled new corporate client to expand the sales
- Maintained the existing relation
- Direct sales & marketing campaign for consumer products among the region.
Currently working as Relationship Manager, Marketing Support, providing logistical back up needed to close sale deals of a complete range of the Personal Banking Group’s products. This is in addition to satisfying existing relationships needs and pitch for new business. The areas under my product support supervision cover direct clients as well as the branches as distribution mediums.
RECREATION PROJECT OF ROYAL COMMISSION YANBU, Managing this kind of project was a very good experience & new challenge for me to lead a project with around 100 manpower and 13 different locations.
*ON first MAY 1993, I HELD THE POSITION OF MARKETING MANAGER BESIDE MY CAREER AS AN ASSISTANT PUBLIC RELATION MANAGER TILL 5th DEC 1995 AT KING FAHAD COASTAL CITY JEDDAH.
*ON 1st FEB 1992, I UPHELD EXTRA RESPONSIBILITY AS AN ASSISTANT PUBLIC RELATION MANAGER, BESIDE MY MAIN JOB AS AN ASSISTANT MARKETING MANAGER AT KING FAHAD COASTAL CITY-JEDDAH.
*I WAS APPOINTED AS AN ASSISTANT MARKETING MANAGER ON 1 Feb 1990, AT KING FAHAD COASTAL CITY- JEDDAH.
*I STARTED MY FIRST CAREER ON 5th DEC 1989, AS ADMINISTRATIVE TRAINEE AT RIYADH LIMITED COMPANY FOR MAINTENANCE AND OPERATIONS WHICH IS CONTRACTING WITH THE GENERAL PRESIDENCY OF YOUTH WALFARE FOR THE MANAGEMENT AND OPERATION OF KING FAHAD COASTAL CITY JEDDAH.
16/09/2002 TO 18/09/2002 MICROSOFT PROJECT 2002 – MICROSOFT ARABIA
MEASURING & TRACKING CUSTOMER SATISFACTION
RELATIONSHIP MARKETING FOR BANKERS
SUPERVISORY SKILLS 2
ADVANCED PROGRAM IN BANK MARKETING
BUSINESS & SALES PRESENTATIONS
Y2K PROBLEM ADDRESSING CLIENT CONCERNS
COURSES DURATION 45 HOURS
COURSE DURATION 40 HOURS