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Mohammed Ismaeil, Wealth Manager - Wealth Management - Priority Banking

Mohammed Ismaeil

Wealth Manager - Wealth Management - Priority Banking ·Saudi National Bank - SNB

United Arab Emirates

Bachelor's degree, Law

Work experience

Total years of experience: 18 years, 8 months

Wealth Manager - Wealth Management - Priority Banking

August 2020 - Present

Saudi National Bank - SNB

United Arab Emirates

August 2020 - Present

• Acquire new banking clients (HNWI & UHNWI) through own network, database.
• Achieve revenue goals, sales and portfolio growth targets across range of products and services (Investments, Term Deposits, FX, Mutual Funds, CASA balance, Bonds, Leverage…)
• Adhere to the banks AML/KYC policy, escalate and report suspicious transactions.
• Ensure consistent and transparent disclosure of fees/ charges and risk related to Products.
• Provide clear information’s to clients and ensure that they fully understand the product.
• Cross selling banking and wealth management solutions.
• Transfer, Build liability and AUM portfolio through own network, database and referrals.
Company industry:
Banking
Job role:
Banking

Relationship Manager - Priority Banking

July 2016 - September 2019

Union National Bank - UNB

United Arab Emirates

I found this job using Bayt.com

July 2016 - September 2019

• Manage client’s relationships to achieve assigned sales revenue and client acquisition revenue based on the individual’s potential and affinity towards those client segments.
• Strong Portfolio & Relations with HNWI, UHNWI and Acquire to Bank HNWI Clients.
• Achieve revenue goals, sales and portfolio growth targets across range of products and services (Investments, Term Deposits, Mutual Funds, CASA balance Mortgages, Bancassurance, etc.)
• Understand client needs; identify financial and non-financial requirements by conducting financial need analysis (Client Profiling).
• Major clients to be visited jointly with Unit Head on quarterly basis.
• All clients profiling files need to be update and current with a copy of the last call report.
• Perform KYC checks and exercise due diligence to identify and report usual or irregular account activity, corruption, money laundering suspicion, fraud cases so as to protect the interest of the Bank and clients.
Company industry:
Banking
Job role:
Banking

Relationship Manager - Mass Affluent Segment

February 2014 - June 2016

Abu Dhabi Commercial Bank - ADCB

United Arab Emirates

February 2014 - June 2016

• Record of accomplishment in achieving Mortgages, insurance & Investment sales target.
• Strong relations with HNW AND UHNW Clients.
• Achieve or exceed agreed core product sales targets to build new clients.
• Providing excellent customer focused service by identifying a homebuyers needs, then advising them on relevant mortgage products either face to face or via email or the phone
• Advising and building strong relations with both new and existing clients.
• Comfortable in dealing with HNWI clients.
• Engages with stakeholders including Operations, Branches, and Legal… etc.
• Excellent interpersonal and communication skills to understand and match the needs of clients.
Company industry:
Banking
Job role:
Banking

Senior Relationship Officer

January 2011 - December 2013

Damac Properties

United Arab Emirates

January 2011 - December 2013

• Proven Record of Accomplishment of achieving targets.
• Will be responsible for selling across properties to investors.
• Source potential investors and establish/maintain a good work relationship.
• Advice and discuss various opportunities of property services.
• To prospect, acquire and retain (High Net worth Individuals) clients.
Company industry:
Real Estate
Job role:
Sales

Relationship Officer

December 2006 - December 2010

Bonayn International Investment Group (Holding)

Dubai, United Arab Emirates

December 2006 - December 2010

• Proven Record of Accomplishment of achieving targets.
• Convection the company's clients and offer products offered advantages.
• Building special relations with all clients for the company.
• Follow up pipeline clients to increase sales opportunities.
• Responsible for investors as well as sales and corporate sales.
• Build awareness and knowledge of the property market.
• To prospect, acquire and retain (High Net worth Individuals) clients.
• Provide sound advice to potential buyers.
• Presentation for properties in the best light to promote sales.
Company industry:
Real Estate
Job role:
Sales

Education

Tanta University

June 2005

June 2005

Bachelor's degree, Law

Egypt

GPA (percentage): 63.5%

GPA (percentage): 63.5%

Bachelor of law

January 2005

January 2005

High school or equivalent

courses: Hold License of law – Tanta University – Egypt –

Skills

Customer Negotiations

Expert

Portfolio Management

Expert

Bank Relationship Management

Expert

Wealth Management

Expert

CUSTOMER RELATIONS

Expert

SALES

Expert

BALANCE

Expert

Quick Learner

Expert

Smart Work

Expert

FUNDS

Expert

INVESTMENTS

Expert

COMMUNICATION SKILLS

Expert

DUE DILIGENCE

Expert

EMAIL

Expert

FINANCIAL

Expert

INSURANCE

Expert

• Good overall organizational and leadership skills.

Expert

Investment Management

Expert

• Customer orientation skills.

Expert

Languages

Arabic

Native Speaker

English

Expert

Training and Certifications

Certifications
CISI - United Arab Emirates Financial Rules & Regulations Certificate
Nov 2020
CISI - Risk in Financial Services Certificate - Level 3
Jun 2021
CISI - ICWIM - International Certificate in Wealth & Investment Management - Level 3
Sep 2020

Hobbies and interests

American Football