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طارق علي, Associate Vice President and Financial Technical Analyst

طارق علي

Associate Vice President and Financial Technical Analyst

EFG-Hermes

البلد
مصر - القاهرة
التعليم
بكالوريوس, Financial Management, Accounting, etc.
الخبرات
11 years, 7 أشهر

مشاركة سيرتي الذاتية

حظر المستخدم


الخبرة العملية

مجموع سنوات الخبرة :11 years, 7 أشهر

Associate Vice President and Financial Technical Analyst في EFG-Hermes
  • مصر - القاهرة
  • أبريل 2007 إلى سبتمبر 2012

Main Tasks and Responsibilities:
- Issuing various types of Financial Technical Analysis reports covering Egypt and the main Gulf markets.

- Holding staff meetings/ conference calls for branches

- Giving clients' presentations

- Conducting in-house educational courses

Section Head- Financial Planning (for High Net-Worth Clients) في NSGB
  • مصر - القاهرة
  • أكتوبر 2006 إلى فبراير 2007

Wealth management and selling specifically-tailored credit, saving and investment products to High Net-Worth Clients

Branch Supervisor and Head of Customer Service في National Bank of Oman
  • مصر - القاهرة
  • أبريل 2005 إلى سبتمبر 2006

\[Both front and back offices\]

Customer Service and Remittances Clerk (front and back office) في CIB
  • مصر - القاهرة
  • فبراير 2001 إلى مارس 2005

\[Both front and back offices\]

الخلفية التعليمية

بكالوريوس, Financial Management, Accounting, etc.
  • في Faculty of Commerce- English Section- Ain Shams University
  • مايو 1998
الثانوية العامة أو ما يعادلها, Sientific
  • في High Talents School
  • يناير 1994

GSCE

Specialties & Skills

Financial Forecasting
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Strategic Financial Planning
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Wealth Transfer Planning
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Retail Banking
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Customer Service
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Banking
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Analysis
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Corporate Finance
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Compliance
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Financial Analysis
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Teamwork
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Coaching
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Retail Banking
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Banking Operations
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Risk Management
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Investment Banking
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Risk
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Wealth Management
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Business Analysis
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Budgeting
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Business Planning
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Planning
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Strategic Planning
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Supervisory Skills
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Business Strategy
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Financial Modeling
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Research
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Portfolio Management
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Trade Finance
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Asset Management
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Project Finance
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FX
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Retail
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English
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Financial Planning
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Investments
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Capital Markets
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Equities
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Financial Management
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Financial Reporting
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Islamic Finance
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Forecasting
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Equity Valuation
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Equity Research
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Emerging Markets
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Economics
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Financial Markets
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Technical Analysis
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Derivatives
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Internal Audit Business Market Analysis and Forecasting
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Branch Manager Head of Customer Service Head of VIP Clients Service Operations Manager or Deputy
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HR Payroll Manager Treasury Management Training and Development Compliance Quality Assurance
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Head of Call Center
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اللغات

العربية
متمرّس
الانجليزية
متمرّس

العضويات

The British Society of Technical Analysts (STA)
  • Full Member
  • January 2009

التدريب و الشهادات

Structured Investment Products (تدريب)
معهد التدريب:
Societe Generale Group Head Office in Paris
تاريخ الدورة:
January 2007
Quality Service & Communication Skills In Banks (تدريب)
معهد التدريب:
Institute of Banking and Finance- The American University in Cairo (AUC)
تاريخ الدورة:
June 2006
“Cheque Rules in The New Commercial Law”, & “Letters of Credit for Specialists” (تدريب)
معهد التدريب:
The Egyptian Banking Institute- The Central Bank of Egypt
تاريخ الدورة:
January 2006
Financial Technical Analysis (تدريب)
معهد التدريب:
International Federation of Technical Analysts (IFTA)
تاريخ الدورة:
April 2008
“Investment Funds & Portfolio Management”, “Wealth Management”, “Dealing Room & Financial Planing”, (تدريب)
معهد التدريب:
The Egyptian Banking Institute- The Central Bank of Egypt
تاريخ الدورة:
January 2006