Naheed Rahman

Implement CEO's strategy, responsibilities, services, and deliverables to ensure successful outcomes. Monitor and report on programme progress to senior management and key stakeholders. Address and resolve blockers to ensure project smoothness and team cohesion to motivate stakeholders. Provide business management support to implement project control and governance. Prepare regular status reports for engagement leadership.
Supported the “Becoming the Best” project, resulting in an uplift of 5% conversions for new clients through managing and tracking experiments with key stakeholders.
Compiled programmes’ financial and monthly OKR reports to ExCo members, updated risk log, action log, decisions log, and issue register.
Utilised excellent secretarial and strong organisational skills to supervise inter-programme dependencies and ensured completion of agendas, briefings and participants attend key meetings
Embedded Agile methodologies to collaborate organise meetings with juniors and seniors across projects to achieve successful outcomes for the business
Managed Microsoft Office proficiently, demonstrating advanced skills in note-taking and report generation using MS Word, crafting and delivering PowerPoint presentations to both immediate and broader teams, overseeing essential meetings through Outlook, and producing concise data presentations using Excel.
Ensured and maintained confidentiality of all communications and documentation.

Led all facets of private banking and wealth management by providing unparalleled services to discerning clientele. Collaborated with various business units to identify and mitigate potential risks, while adhering to group and industry regulatory standards.
Monitored diverse portfolio of 300 ultra-high-net-worth individuals within the Entrepreneur client group to expand reach through client referrals and strategic networking.
Surpassed annual objectives by maintaining robust pipeline of both existing and new business.
Proactively oversaw asset under management (AUM) totaling £600M by skillfully growing new AUM through utilisation of Coutts multi-asset funds (CMAF) and Discretionary Portfolio service.
Conducted wealth and investment meetings with specialised advisors to discuss financial planning, wealth management, investment-backed lending, Lombard facilities, and mortgage lending opportunities.

Assessed complex documents such as credit reports and client data to aptly identify optimal products and solutions to fulfill client objectives. Equipped team members with robust training and leadership guidance to improve competencies. Fostered strong rapport with clients and stakeholders by diligently discerning unique needs and exceeding expectations.
Collaborated with prominent retail and commercial banks by overseeing diverse portfolio of 500 esteemed clients within Fenchurch Street and the City of London district.
Proactively sought out new clients through invitation-based strategy and guided junior team members in identifying high-quality leads.

First banking role for NatWest after graduation, working from a City of London location in a more senior graduate position
•Handled a diverse range of queries and issues on NatWest products and services
•Generated additional revenue through effective cross-selling of products such as mortgages, loans, credit cards, and packaged accounts, to existing and prospective NatWest customers
•Designed and delivered a range of informative and insightful presentations and workshops to Personal Bankers, to help them understand their role and the wider financial services industry
•Created new implementation process for the Mortgage system for the Natwest group