Senior Financial Advisor
Advisor Financial Consulting
مجموع سنوات الخبرة :17 years, 4 أشهر
Financial Consultant
Notable Achievements:
• Proficient in identifying investment opportunities. And developing, articulating and designing strategies and structures to optimize portfolio growth and returns.
• Heading a dynamic team of Investment Advisors, training/mentoring them in delivering a consistent and tailored wealth management service to the company’s premier clients.
• Maneuvered investment options and provided strategic analysis and inputs for turnkey financial solutions. Conducted profitability analysis, rendered sustained advisory services for securing high ROI.
Key Responsibilities:
• Commanding day-to-day operations of the investment advisory division, design and implementation of investment strategies according to investment objectives as well as to provide effective portfolio management and to maximize investment returns.
• Identifying prospecting approaches to identify potential customers and create opportunities to sell investment product solutions and ideas to corporate clients.
• Nurturing productivity and performance, ensuring assigned team maintains a current knowledge of financial markets, investment process and wealth management offerings.
• Ownership for implementing policies, processes, and procedures. Ensuring timely and accurate submission of reports and returns to the Senior Vice President/ Management, for their decision making.
• Promoting the products and services to corporate clients. Offered full range of products - Asset Management, Brokerage, Security Services and Investment Banking to clients depending on their needs and requirements.
• Efficaciously managed key clients including preeminent corporations and institutions, driving the client dialogue on best-in-class investment solutions and risk management strategies.
• Driving continuous improvement considering international best practices, refurbishing business processes, cost reduction and productivity improvement.
Notable Achievements:
• Hand-selected to lead/manage all Riyad Capital branches in the Eastern Province.
• Under my leadership business registered monumental growth
Key Responsibilities:
• Provided headship and direction for branch operations/ overall regional investment advisory activites. Established and implemented short- and long-term commercial business development plans, goals, policies, and operating procedures.
• Mentored a team of Investment Advisors and ensured end-to-end advisory process from profiling to investment proposal/plan development, negotiation and approval, through to execution and regular reviews are properly applied.
• Promote and facilitated cooperation of the Wealth Management with all the departments - Retail Investments, Asset Management, Operations as well as Private Banking in order to secure cross selling opportunities, increase clientele thereby propelling sales.
• Reviewed and approved investment proposals submitted to the clients ensuring that the proposed investment portfolio is aligned with the risk appetite and client needs.
• Articulated and supported the wealth offering value proposition across various segments.
• Led investment product sales to “High Net Worth Individuals (HNWI)” and “Ultra High Net Worth Individuals (UHNWI).” Orchestrated business strategy to lead the branch towards expansion of its client base/inflating client arsenal.
• Catalyzed evolution of business excellence, conceptualized and developed business excellence plans to achieve the laid out strategic objectives towards sustainable development.
• Led a team of Investment Advisors, empower them to deliver a comprehensive, tailored wealth management experience and exceptional value to clients. Evaluated their annual performance & provided recommendations.
• Exhibited extensive technical knowledge of local market trends, wealth management products, assets classes and investment products.
Notable Achievements:
• Instrumental in managing clients’ accounts exceeding 2 Billion Riyals.
• Managed Al-Khobar branches’ accounts. Acted as strategic advisor to customers, analyzing various investment opportunities, ensured offers presented to clients are tailored to their specific financial needs & requirements.
• Established and implemented plans to achieve strategic goals. Drove business development by identifying prospective customers in line with the company’s strategy & target. Collated periodic reports for Deputy CEO.
Managed a suite of Investment services tailored to the affluent clients that will be highly valued and a differentiator amongst competitors
Designation Chronology:
• February 2007 - January 2008: Relationship Manager- Private Banking
• July 2004 - January 2007: Senior Investment Marketing Officer
• August 1998 - June 2004: Assistance Investment Manager
• January 1998 - July 1998: Investment Banker
Notable Achievements:
• Instrumental in creating a global best in class customer care operation and delivering exceptional service.
• Dexterously managed more than 60 accounts, with a sum of 2 Billion Riyals.
• Managed a Province, provided visible, inspirational leadership, combined with positive, innovative & forward-thinking approach to a robust team of 5 Assistants, Relationship Manager & 2 Customer Services Agents.