Investment Officer
National Commerical Bank
Total years of experience :16 years, 3 Months
➢ Developed and maintained high value relationships with a wide range of clients.
➢ Interpreted, reported & provided critical analyses of business data, regarding the KSA equity market.
➢ Sold bespoke fixed-income products to clients, based on their cash flow & financial requirements.
➢ Ensured consistent communication with clients, as well as enhancement of accounts performance.
➢ Coordinated a team of sales associates, with accountability for skills development & HR processes.
➢ Clients included private & public sector organisations as well as high net worth individuals.
➢ Management oversight included the US, European, and Asian Pacific equity and derivative markets.
➢ Reviewed market performance through daily analysis and review of all information channels.
➢ Developed and implemented revenue generation strategies for new and existing clients.
➢ Led the communication and sales processes, including the direction and execution of transactions.
➢ Created strategies to effectively assess & develop solutions to satisfy client requirements.
➢ Governed strict compliance with all relevant trading regulations and legislation, as well as policies.
➢ Ensured that data was consistently and accurately recorded into appropriate systems for posterity.
GPA 3.60. Involved in: Students in Free Enterprise member (SIFE). Internship: At-Risk-Children-Foundation, as Advocacy Officer.
GPA 3.33