Investment Dealer
Saudi Arabian Monetary Authority
Total years of experience :14 years, 1 Months
Cash Management to meet liquidity/liability requirements. Trading in money market securities to optimize short-term returns and reduce cash drag on the money market portfolio. Trading in foreign exchange as part of investment policy to meet currency requirements. Research and analyze money markets and Forex markets. Conduct market intelligence on local currency for policy makers.
Analyzed cash position/flow and proposed appropriate services. Prepared, delivered sales presentations. Prepared agreements; implemented documentation and procedures regarding new clients. Client relations/customer satisfaction: timely follow-ups and explanation of the details of service. Interfaced with Relationship Managers to review accounts and identify prospective clients for cash management service
Implemented new treasury FX system - Samba Treasury Electronic Platform (STEP).
Profiled/analyzed investment products; developed customized financial strategies for clients.
Priced FX, commodity, equity, and interest rate derivatives.
Recommended investments and investment timing to companies, investment firm staff.
Explained/documented types of client services
Financial Advisory
Assistant to relationship managers
Bachelor of Science – Finance and Economic Sciences – 2011 King Fahad University of Petroleum and Minerals (KFUPM), 3.2 out of 4