Omar Khani

 Build and develop banking relationships with HNW customers by extending banking solutions that enhance and address their current banking needs.
 Advise and arrange tailored banking solutions including bank lending products, financial advisory, asset management and wealth management services to HNW customers.
 Identify and advise customer needs for Corporate & Treasury solutions including Liquidity Placement, Hedging and Lending Products to HNW Customers and Business Owners.
 Price and recommend Money Market solutions to customers in effort to maximize department revenue while retaining and acquiring customer relation.
 Diligently carry out customer initial account opening and documentation procedures that are in compliance with KYC, AML, and central bank regulations and policies.
 Lead a team of Relationship Officers and implement business strategies to acquire potential customers in efforts to maximize department revenue and increase bank’s market share.
 Effective Cross-Selling bank products to maintain and grow existing relationships and capture higher share market share.
 Successfully achieving and delivering on committed financial and qualitative objectives.

 Developed and grew relationships with UHNW/ HNW and commercial customers by providing them with asset/investment advisory services and solutions.
 Advised customers on strategic and tactical asset allocations tailored to their risk\reward objectives that produced lower fees, lower beta while adding alpha.
 Presented and developed asset allocation proposals, investment solutions and market analysis to HNW individuals, institutional investors and corporations.
 Identified and developed strategic asset allocation solutions to improve customer’s current assets and financial exposure.
 Set up Investment Statement Policy for investors through in-depth communication and review of customer’s Risk, Return, Tax or Zakat, Time Horizon, Liquidity, Legality and unique preferences.
 Conducted Economic Assessments to identify economic trends and investment opportunities across the globe and recommended optimal asset classes that are appropriate with customer Investment Statement Policy
 Perform Financial Analysis, Asset Valuation and portfolio management techniques to provide best investment options to investors.
 Reviewed and assessed performance of Investment funds managed in the GCC region and identified trends in the flows of capital.
 Developed and lead the Retail Financial Advisory and the Financial Advisory at Work Departments and established selling and advisory processes.
 Increased the number of managed accounts by 800% in eight month period.
 Trained and lead new Financial Advisor on models used for financial advisory, Investment Funds, and conducted training sessions on CME material.

 Set up relations with money managers and HNW customers and provided them with low cost, efficient and transparent execution.
 Analyzed market movements of Major Currencies, Commodities, Fixed Income and Equities to identify market trends, sentiment and correlation.
 Provided traders with frequent fundamental and technical analysis updates to assist them in making informed investment/trading decision.
 Advised clients on solutions and services that helped them achieve portfolio diversification and eliminate asset specific risks.
 Developed trading resources to assist different level of traders establish trading strategies, risk management techniques, and familiarize them with margin trading.
 Worked with institutions and money managers in setting up Advanced Programming Interface (API) to automate trading strategies and provide unique Interface for their clients.
 Conducted trade audits to identify execution flaws and conclude balance adjustment decisions.
 Lead and managed marketing initiatives targeted to the MENA region including creating Arabic content resources, maintaining website, and moderating trading forum.
 Contributed in increasing sales of the Middle East and North Africa department by 100% in the first year
 Contributed in achieving Five team of the month awards for surpassing department targets.