Assistant Relationship Manager – Private Banking
Credit Suisse
مجموع سنوات الخبرة :10 years, 7 أشهر
Assisted with client account coverage, operations, placements, credit scoring, account openings, extended lines, et al. Liaised with product partners - Trust and Custody Services, Investment Banking, FX and Money Market specialists, et al., in line with up-to-date market trends. Consulted clients on their portfolios of FX, Bonds, REITs, Mutual funds, et al., with their daily/weekly positions. Received trade bookings, remittances, and drawdowns and executed them with regional traders on behalf of the clients. Registered Collective Investment Undertakings (CIU) funds that the bank intends to market from Lead Offerings with the Central Bank by coordinating between Fund Managers/Providers, Legal & Compliance, and Regulator. Ensured investment funds were maintained up to date in compliance with the Central Bank's CIU reporting requirements. Attended to clients' trade queries with the aid of the Bloomberg Platform and acted as an intermediary between them and the sales force, settlement team, and headquarters RMs. Monitored overall client account activity, orders, and portfolios whilst ensuring breaks & risk items were kept to a minimum. Key highlights: Involved in assisting relationship managers with books consolidated of $500 million in Assets Under Management (AUM). Managed the Mutual Funds project to unwind & register 300+ funds with the Central Bank prior to client pitches or requests.
Accomplished intensive training & examinations at Bahrain Institute of Banking and Finance (BIBF) in specialized courses, such as Leadership Skills, Time Management, Effective Negotiation skills, Financial Markets, Credit, UCP 600, et al. Completed a nine-month rotation within core banking departments as part of the training, such as Financial Markets, Corporate Banking, Wealth Management, Trade Finance, Operations, Information Technology, Credit Risk, et al. Underwent projects by the end of the term within each department.
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