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Wael Masri, Relationship manager | priority banking

Wael Masri

Relationship manager | priority banking·Standard chartered bank

Jordan

Master's degree, Finance

Work experience

Total years of experience: 15 years, 11 months

Relationship manager | priority banking

January 2018 - Present

Standard chartered bank

Amman, Jordan

January 2018 - Present

Onboard new to bank clients
Manage a portfolio of 150 clients
Soliciting the sale of banking products
Selling wealth management products
Conduct client account review, CDD, KYC
enabling Offshore banking

Company industry:
Banking
Job role:
Banking

Treasury sales manager | wealth markets products & sales

September 2015 - December 2017

Standard Chartered

Amman, Jordan

September 2015 - December 2017

Manage retail dealing desk
Execute Fx orders
Conduct sales campaigns
Ensure process validation
Sales consultation
Cross selling fixed income, mutual funds, structured products
Achieve budgets, meet revenue and key kpis

Company industry:
Banking
Job role:
Banking

Liaison officer - treasury and investments

January 2014 - July 2015

Cairo amman bank

Amman, Jordan

January 2014 - July 2015

• Management and development of existing retail investments products
• introduction & launch of new retail investments products
• Financial markets update lead coverage
• Clientele dispute resolution - investment products

Company industry:
Banking
Job role:
Banking

Equity broker

April 2012 - June 2013

Awraq investments

Amman, Jordan

April 2012 - June 2013

Execution of order on equities and ETFs, brokerage access over the following markets :

Ftse
Europe
Gcc
US
Asia

Company industry:
Financial Services
Job role:
Finance and Investment

Sales representitve

June 2010 - February 2012

Qnet

Amman, Jordan

June 2010 - February 2012

Sales and relationship management
Prospecting
Lead generation
Events and conferences attendance

Company industry:
Internet & E-commerce
Job role:
Sales

Fx dealer

December 2008 - June 2009

Omicron investments

Amman, Jordan

December 2008 - June 2009

Trading, executing clients orders on products including:

CFDs, indexes, forex, metals

Company industry:
Financial Services
Job role:
Finance and Investment

Education

Cass Business School

September 2010

September 2010

Master's degree, Finance

United Kingdom

Incomplete

New York Institute of Technology

August 2007

August 2007

Bachelor's degree, Management

Jordan

GPA (point): 3.1 out of 4

GPA (point): 3.1 out of 4

Skills

Networking
Expert
Networking
Expert
Bloomberg LP
Expert
Bloomberg LP
Expert
Thomson reuters
Expert
Thomson reuters
Expert
Financial planning
Expert
Financial planning
Expert
Writing
Expert
Writing
Expert
Negotiations
Expert
Negotiations
Expert
Advisory
Expert
Advisory
Expert
Retail banking
Expert
Retail banking
Expert
Customers service
Expert
Customers service
Expert
Products
Expert
Products
Expert

Social profiles

Personal Website
Personal Website

URL removed due to policy violation. Please contact support for further information.

Languages

English
Expert
Arabic
Native Speaker