LOUAI SHARIF, Senior Wealth Manager

LOUAI SHARIF

Senior Wealth Manager

Saudi Hollandi Capital

Location
Saudi Arabia
Education
Diploma, MICROSOFT PROJECT 2002 COURSE
Experience
31 years, 10 Months

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Work Experience

Total years of experience :31 years, 10 Months

Senior Wealth Manager at Saudi Hollandi Capital
  • Saudi Arabia - Jeddah
  • My current job since July 2010

- 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.

Wealth Manager at Saudi Hollandi Capital
  • Saudi Arabia - Jeddah
  • March 2008 to June 2010

- 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.

Preferred Banking – Center Manager at Saudi Hollandi Bank
  • Saudi Arabia - Jeddah
  • June 2007 to March 2008

- 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

Preferred Banking – Center Manager at Saudi Hollandi Bank
  • Saudi Arabia - Jeddah
  • May 2006 to June 2007

- 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

Relationship Manager - Preferred Banking at Saudi Hollandi Bank
  • Saudi Arabia - Jeddah
  • December 2004 to May 2006

- 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

Relationship Manager at Saudi Hollandi Bank
  • Saudi Arabia - Jeddah
  • January 2004 to December 2004

- 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

Relationship Manager at Saudi Hollandi Bank
  • Saudi Arabia - Jeddah
  • June 2003 to January 2004

- 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

Relationship Manager, Product Support Department at Saudi Hollandi Bank
  • Saudi Arabia - Jeddah
  • May 2002 to May 2003

- 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.

PRODUCT SUPPORT RELATIONSHIP MANAGER at SAUDI HOLLANDI BANK
  • Saudi Arabia - Jeddah
  • June 1999 to April 2002

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 MANAGER at ZAMIAL OPERATION & MAINT. CO.
  • Saudi Arabia - Eastern Province
  • December 1996 to September 1997

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.

MARKETING MANAGER at RIYADH LIMITED COMPANY FOR MAINTENANCE AND OPERATIONS
  • Saudi Arabia - Jeddah
  • December 1989 to December 1995

*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.

Education

Diploma, MICROSOFT PROJECT 2002 COURSE
  • at MICROSOFT ‎ARABIA‎
  • September 2002

16/09/2002 TO 18/09/2002 MICROSOFT PROJECT 2002 – MICROSOFT ‎ARABIA‎

Diploma, MEASURING & TRACKING CUSTOMER SATISFACTION
  • at SAMA- INSTITUTE OF BANKING
  • October 2001

MEASURING & TRACKING CUSTOMER SATISFACTION

Diploma, RELATIONSHIP MARKETING FOR BANKERS
  • at SAMA- INSTITUTE OF BANKING
  • April 2001

RELATIONSHIP MARKETING FOR BANKERS

Diploma, SUPERVISORY SKILLS 2
  • at MANDEVCO
  • November 2000

SUPERVISORY SKILLS 2

Diploma, ADVANCED PROGRAM IN BANK MARKETING
  • at THE ARAB ACADEMY FOR BANKING AND FINANCIAL SCIENCES
  • April 2000

ADVANCED PROGRAM IN BANK MARKETING

Diploma, BUSINESS & SALES PRESENTATIONS
  • at MANDEVCO
  • March 2000

BUSINESS & SALES PRESENTATIONS

Diploma, Y2K PROBLEM ADDRESSING CLIENT CONCERNS
  • at SAMA- INSTITUTE OF BANKING
  • September 1999

Y2K PROBLEM ADDRESSING CLIENT CONCERNS

Diploma, MEDIA TECHNIQUE & PLANNING
  • at ARAB REACH MEDIA SERVICES
  • April 1996

COURSES DURATION 45 HOURS

Diploma, EFFECTIVE SELLING OF ADVERTISING MEDIA
  • at TIHAMA TRAINING CENTER
  • March 1996

COURSE DURATION 40 HOURS

Bachelor's degree, BUSINESS ADMINISTRATION
  • at KING ABDOULAZIZ UNIVERSITY
  • March 1994

Specialties & Skills

Administration
Relationship Marketing
Banking
Marketing Support
MS OFFICE
MS WINDOWS

Languages

English
Intermediate
Arabic
Expert