Robert Irani, Senior Private Banker

Robert Irani

Senior Private Banker

BankAudi

Location
Lebanon - Beirut
Education
Diploma, Finance / Brokerage
Experience
37 years, 4 Months

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Work Experience

Total years of experience :37 years, 4 Months

Senior Private Banker at BankAudi
  • Lebanon - Beirut
  • My current job since September 2013

Covering Africa mainly Egypt

Chairman /representing ArabRe at Caerus fixed income fund
  • Lebanon - Beirut
  • My current job since February 2013

Responsible for growing the fund's investors base.

CIO at Arab reinsurance company/ ArabRe
  • Lebanon - Beirut
  • January 2009 to February 2013

Responsible for investments of company's portfolio.

Senior Executive, Business Development GCC at Fidus, Societe Generale
  • Lebanon - Beirut
  • September 2006 to September 2009

Responsible for developing and growing the business of FIDUS in the GCC and mainly covering the U.A.E & Saudi Arabia.

Head of Private Banking (Western Region) at BSF, Calyon
  • Saudi Arabia - Jeddah
  • March 2003 to July 2006

RESPONSIBILITIES:

Heading the largest PRIVATE BANKING division in BSF, played a major role in turning around the unit into profitability.

ACHIEVEMENT;

Played an instrumental role in increasing Assets under management by 30 % OVER THE PREVIOUS YEARS TARGETS.

Managed & succeeded in motivating a team into becoming among the best in the Western Region.

First vice President at Prudential Bache
  • United Arab Emirates - Dubai
  • October 1998 to February 2003

RESPONSIBILITIES:

DIRECTED A TEAM OF PROFESSIONALS AND MANAGED AN EXTENSIVE CLIENT AND ASSET PORTFOLIO IN EXCESS OF 80 Mil $.

ACHIEVEMENTS;

WAS A TOP PRODUCER FROM 98-2000

A.V.P at Shearson Lehman Hutton Inc./ Lehman Brothers Inc.
  • United Arab Emirates - Dubai
  • December 1986 to October 1998

MANAGED AND FOSTERED BOTH CORPORATE AND HNW INDIVIDUAL ACCOUNTS.ANALYZED AND EVALUATED INVESTMENT PROPOSALS. SPEARHEADED MARKETING ACTIVITIES FOR THE FIRM'S PRIVATE EQUITY BUSINESS.

Education

Diploma, Finance / Brokerage
  • at NYSE,Amex,CBOT,NASDAQ and all the major exchanges
  • December 1987

Series 7 Series 3 Series 9 Series 10 Certified in all above categories

Bachelor's degree, International Business And Marketing
  • at Bowling Green State University
  • June 1986

Specialties & Skills

Investment Proposals
Private Equity
Private Banking
International Business Experience
Extensive International Experience
PERSONAL BANKING, PROJECT FINANCE, INVESTMENT, RELATIONSHIP MANAGEMENT, ASSET MANAGEMENT
FINANCE & CREDIT ANALYSIS, ACCOUNTING,BUDGETING,FORECASTING & OPERATIONS
MANAGING RELATIONSHIPS WITH HIGH NET WORTH CLIENTS, BUSINESS & PRODUCT DEVELOPMENT, MARKETING
STANDARDIZING POLICIES AND PROCEDURES, GENERATING REPORTS, RECRUITMENT, TRAINING & HR MANAGEMENT
LEADERSHIP, CONTRACTUAL NEGOTIATIONS, ANALYTICAL, CREATIVE PROBLEM SOLVING & INTERPERSONAL SKILLS
MS OFFICE APPLICATIONS, ACCOUNTING AND FINANCIAL PACKAGES, INTERNET SAVVY

Languages

English
Expert
Arabic
Intermediate
French
Expert