وليام kabalan

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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