Marwa Moursi

 Responsible for the overall Kuwait Wealth Management Investment Advisory functions & product development, aligned with the Group Private Banking strategy, whilst meeting business objectives and compliance standards.
 Support the Group Private Banking Wealth Management “PBWM” investment strategies by leading the investment advisory of PBWM investment products, real estate deals, structured products, third party mutual funds and other financial instruments.
 Member of the bank's Investment Forum and part of investment on boarding due diligence team.
 Identify new markets and investment opportunities, as well as screen new investment ideas while analyzing opportunities and risks inherent in specific sectors and markets.
 Create and drive internal fund approvals documents and processes and preparation of briefs for investment committee approval.
 Responsible for attaining necessary investment practice licenses from regulatory bodies.
 Support investments of $10-$50 million per transaction in $1.2 billion AUM mix of 14 real estate strategies in the US and the UK, with exposure to various sectors; multi family, development, office and residential real estate.
 Prepare client reports such as investment proposals and financial document summaries.
 Support the Group Head in managing the existing multi asset investment portfolios; monitoring, analyzing and rebalancing to ensure that market/economic changes or performance changes are included in the re-assessment.
 Assess client’s risk appetite and investment requirements and create optimal asset allocation strategies.
 Provide AUB’s Private Banking and Corporate Banking clients with tailored investment solutions and services.
 Provide private bankers with support for investment and funds capital raises.
 Work closely with private bankers to provide clients with superior services and investment advice.
 Work closely with the Real Estate Fund Management team and Product Development teams at AUB-Bahrain to ensure delivery of investment strategies and client investment needs in Kuwait.
 Support in the sourcing, evaluation and acquisition of potential real estate investments in target markets.
 Coordination of internal and external resources to analyze direct investments in real estate assets, real estate private equity funds, direct real estate co-investments and secondary real estate private equity acquisitions.
 Gather, analyze and synthesize economic, demographic and real estate market data (rents, expenses, cap rates, supply, etc). Monitor capital markets developments and trends, regulatory changes, and the general economic environment.
 Compile and evaluate due diligence materials including market studies, leases, historical operating statements, rent rolls and property condition reports.
 Provide analytical support on a wide variety of assignments including market research, review of property operating statements, cash flow modeling analysis, property valuations, as well as conduct site visits and property inspections.
 Coordinate third-party engagements with property providers, fund providers, including attorneys, brokers, property managers, consultants and bankers.
 Analyze investment decisions for leasing, financing, buy/sell scenarios including analysis of cash flow models and property valuations and appraisals for properties ranging from ground up developments to stabilized operating assets.

Senior Private Banking Relationship Manager, Ahli United Bank/BKME - Kuwait 4/2008 - Present

Private Banking Relationship Manager, Ahli United Bank/BKME - Kuwait 6/2005 - 3/2008

* Responsible for the proactive development of new business relations /client referral sources and revenue growth of existing HNW relationships, by providing wealth management and investment advise, with a focus on relationship building
* Managed client portfolio of AUM in excess of $150 million
Assessing client initial needs and analyzing their financial information to determine strategies that meet their financial objectives. Meet with clients' other advisors; including attorneys, accountants and financial planners to fully understand clients' financial goals and circumstances
* Recommend and advise on investment/credit/estate planning strategies and products that achieve client financial goals.
* Structure and negotiate credit applications in accordance with authorized limits and follow up the processing of the credit facilities applications and credit investigations
* Monitor financial market trends, regulatory tax changes, and the general economic environment, to ensure that plans are effective and to counsel clients on such trends and their impact on their wealth.
* Assist in product development while providing liaisons with product specialists
* Manage client portfolios; rebalancing to ensure that any life changes, economic changes or performance changes are included in the re-assessment. Prepare and report to clients information such as investment performance reports, financial document summaries and income projections
* Supervise and train a relationship manager, an assistant relationship manager and a relationship support officer

Marketing & Sales Manager, Publishing & Advertising House Seven (PH7) - Kuwait 1/2004 - 5/2005

Assistant Financial Adviser, East House General Trading & Contracting Co., Kuwait 2003

Sales & Marketing Manager Trainee, Hertz Corporation - Tampa, FL, U.S.A. 8/2002 - 5/2003


Part-time Experience

Intern - Merrill Lynch, Tampa, FL, U.S.A. 2001