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william kabalan, Head of Affluent segment - Private Banking

william kabalan

Head of Affluent segment - Private Banking·National Bank of Abu Dhabi

Bahrain

Diploma,

Work experience

Total years of experience: 31 years, 2 months

Head of Affluent segment - Private Banking

October 2010 - Present

National Bank of Abu Dhabi

Dubai, United Arab Emirates

October 2010 - Present

• Established, rolled out & executed a robust business plan for the affluent segment/investable assets $1-5M
• Grew PBU AUMs & revenue base by NTB acquisition and proactive growth of existing clients wallet share
• Worked closely with product team to identify, initiate and develop various products that are aligned with market opportunity and in line with clients financial aspirations

Company industry:
Banking
Job role:
Management

Regional head of Wealth Management

April 1995 - October 2010

Standard chartered bank

Dubai, United Arab Emirates

April 1995 - October 2010

• Built and grew the Wealth Management Priority Banking, Investments & Insurance Businesses for BLOM
• Identified, recruited, supervised & trained Relationship managers at all seniority levels
• Designed and rolled out a robust marketing & product development plans for Priority Segment
• Built new to Bank HNI/Institutional relationships/contacting existing clients
• Managed portfolios of selective high net worth in conventional & Islamic liability and investment products
• Managed & implementing marketing strategies for the maximization of Wealth Management business
• Created focus on the local segment & developed strong relationship with high net worth Bahraini nationals
• Negotiated & formed strong strategic alliances with regional & international reputable Investment banks
• Jointly prepared annual marketing & training strategies with fund houses
• Developed financial plans, investment strategies, & assets allocation models based on clients needs

Company industry:
Banking
Job role:
Management

Regional head of Wealth Management

April 1995 - October 2010

Standard chartered bank

Dubai, United Arab Emirates

April 1995 - October 2010

• Built and grew the Wealth Management Priority Banking, Investments & Insurance Businesses for BLOM
• Identified, recruited, supervised & trained Relationship managers at all seniority levels
• Designed and rolled out a robust marketing & product development plans for Priority Segment
• Built new to Bank HNI/Institutional relationships/contacting existing clients
• Managed portfolios of selective high net worth in conventional & Islamic liability and investment products
• Managed & implementing marketing strategies for the maximization of Wealth Management business
• Created focus on the local segment & developed strong relationship with high net worth Bahraini nationals
• Negotiated & formed strong strategic alliances with regional & international reputable Investment banks
• Jointly prepared annual marketing & training strategies with fund houses
• Developed financial plans, investment strategies, & assets allocation models based on clients needs

Company industry:
Banking
Job role:
Management

Regional head of Wealth Management

April 1995 - October 2010

Standard chartered bank

Dubai, United Arab Emirates

April 1995 - October 2010

• Built and grew the Wealth Management Priority Banking, Investments & Insurance Businesses for BLOM
• Identified, recruited, supervised & trained Relationship managers at all seniority levels
• Designed and rolled out a robust marketing & product development plans for Priority Segment
• Built new to Bank HNI/Institutional relationships/contacting existing clients
• Managed portfolios of selective high net worth in conventional & Islamic liability and investment products
• Managed & implementing marketing strategies for the maximization of Wealth Management business
• Created focus on the local segment & developed strong relationship with high net worth Bahraini nationals
• Negotiated & formed strong strategic alliances with regional & international reputable Investment banks
• Jointly prepared annual marketing & training strategies with fund houses
• Developed financial plans, investment strategies, & assets allocation models based on clients needs

Company industry:
Banking
Job role:
Management

Regional head of Wealth Management

April 1995 - October 2010

Standard chartered bank

Dubai, United Arab Emirates

April 1995 - October 2010

• Built and grew the Wealth Management Priority Banking, Investments & Insurance Businesses for BLOM
• Identified, recruited, supervised & trained Relationship managers at all seniority levels
• Designed and rolled out a robust marketing & product development plans for Priority Segment
• Built new to Bank HNI/Institutional relationships/contacting existing clients
• Managed portfolios of selective high net worth in conventional & Islamic liability and investment products
• Managed & implementing marketing strategies for the maximization of Wealth Management business
• Created focus on the local segment & developed strong relationship with high net worth Bahraini nationals
• Negotiated & formed strong strategic alliances with regional & international reputable Investment banks
• Jointly prepared annual marketing & training strategies with fund houses
• Developed financial plans, investment strategies, & assets allocation models based on clients needs

Company industry:
Banking
Job role:
Management

Regional head of Wealth Management

April 1995 - October 2010

Standard chartered bank

Dubai, United Arab Emirates

April 1995 - October 2010

• Built and grew the Wealth Management Priority Banking, Investments & Insurance Businesses for BLOM
• Identified, recruited, supervised & trained Relationship managers at all seniority levels
• Designed and rolled out a robust marketing & product development plans for Priority Segment
• Built new to Bank HNI/Institutional relationships/contacting existing clients
• Managed portfolios of selective high net worth in conventional & Islamic liability and investment products
• Managed & implementing marketing strategies for the maximization of Wealth Management business
• Created focus on the local segment & developed strong relationship with high net worth Bahraini nationals
• Negotiated & formed strong strategic alliances with regional & international reputable Investment banks
• Jointly prepared annual marketing & training strategies with fund houses
• Developed financial plans, investment strategies, & assets allocation models based on clients needs

Company industry:
Banking
Job role:
Management

Regional head of Wealth Management

April 1995 - October 2010

Standard chartered bank

Dubai, United Arab Emirates

April 1995 - October 2010

• Built and grew the Wealth Management Priority Banking, Investments & Insurance Businesses for BLOM
• Identified, recruited, supervised & trained Relationship managers at all seniority levels
• Designed and rolled out a robust marketing & product development plans for Priority Segment
• Built new to Bank HNI/Institutional relationships/contacting existing clients
• Managed portfolios of selective high net worth in conventional & Islamic liability and investment products
• Managed & implementing marketing strategies for the maximization of Wealth Management business
• Created focus on the local segment & developed strong relationship with high net worth Bahraini nationals
• Negotiated & formed strong strategic alliances with regional & international reputable Investment banks
• Jointly prepared annual marketing & training strategies with fund houses
• Developed financial plans, investment strategies, & assets allocation models based on clients needs

Company industry:
Banking
Job role:
Management

Regional head of Wealth Management

April 1995 - October 2010

Standard chartered bank

Dubai, United Arab Emirates

April 1995 - October 2010

• Built and grew the Wealth Management Priority Banking, Investments & Insurance Businesses for BLOM
• Identified, recruited, supervised & trained Relationship managers at all seniority levels
• Designed and rolled out a robust marketing & product development plans for Priority Segment
• Built new to Bank HNI/Institutional relationships/contacting existing clients
• Managed portfolios of selective high net worth in conventional & Islamic liability and investment products
• Managed & implementing marketing strategies for the maximization of Wealth Management business
• Created focus on the local segment & developed strong relationship with high net worth Bahraini nationals
• Negotiated & formed strong strategic alliances with regional & international reputable Investment banks

Company industry:
Banking
Job role:
Management

Regional Head of Wealth Management

May 1995 - August 2010

Standard chartered Bank

Dubai, United Arab Emirates

May 1995 - August 2010

• Built and grew the Wealth Management Priority Banking, Investments & Insurance Businesses for BLOM
• Identified, recruited, supervised & trained Relationship managers at all seniority levels
• Designed and rolled out a robust marketing & product development plans for Priority Segment
• Built new to Bank HNI/Institutional relationships/contacting existing clients
• Managed portfolios of selective high net worth in conventional & Islamic liability and investment products
• Managed & implementing marketing strategies for the maximization of Wealth Management business
• Created focus on the local segment & developed strong relationship with high net worth Bahraini nationals
• Negotiated & formed strong strategic alliances with regional & international reputable Investment banks
• Jointly prepared annual marketing & training strategies with fund houses

Company industry:
Banking
Job role:
Management

Regional Head of Wealth Management

May 1995 - August 2010

Standard chartered Bank

Dubai, United Arab Emirates

May 1995 - August 2010

• Built and grew the Wealth Management Priority Banking, Investments & Insurance Businesses for BLOM
• Identified, recruited, supervised & trained Relationship managers at all seniority levels
• Designed and rolled out a robust marketing & product development plans for Priority Segment
• Built new to Bank HNI/Institutional relationships/contacting existing clients
• Managed portfolios of selective high net worth in conventional & Islamic liability and investment products
• Managed & implementing marketing strategies for the maximization of Wealth Management business

Company industry:
Banking
Job role:
Management

Regional Head of Wealth Management

May 1995 - August 2010

Standard chartered Bank

Dubai, United Arab Emirates

May 1995 - August 2010

• Built and grew the Wealth Management Priority Banking, Investments & Insurance Businesses for BLOM
• Identified, recruited, supervised & trained Relationship managers at all seniority levels
• Designed and rolled out a robust marketing & product development plans for Priority Segment

Company industry:
Banking
Job role:
Management

Regional Head of Wealth Management

May 1995 - August 2010

Standard chartered Bank

Dubai, United Arab Emirates

May 1995 - August 2010

Company industry:
Banking
Job role:
Management

Education

NBAD

September 2006

September 2006

Diploma,

United Arab Emirates

International securities institute

October 1999

October 1999

Diploma, international investment advisory certification

United Kingdom

GPA (percentage): 85%

GPA (percentage): 85%

international advisory certification which enables Wealth and private banking professionals to identify and align market opportunities with client financial and risk aspirations.
View attachment

International securities institute

September 1999

September 1999

Diploma, international capital market qualification

United Kingdom

GPA (percentage): 85%

GPA (percentage): 85%

Skills

Elite
Expert
Elite
Expert
Private Banking
Expert
Private Banking
Expert
Banking
Expert
Banking
Expert
Wealth Management
Expert
Wealth Management
Expert
Wealth
Expert
Wealth
Expert
People Management
Expert
People Management
Expert
Risk and portfolio management
Expert
Risk and portfolio management
Expert
business and financial management
Expert
business and financial management
Expert
Elite
Expert
Elite
Expert
Private Banking
Expert
Private Banking
Expert
Banking
Expert
Banking
Expert
Wealth Management
Expert
Wealth Management
Expert
Wealth
Expert
Wealth
Expert

Languages

English

Expert

Arabic

Expert

French

Intermediate