Asser Mohamed Refaat
Dubai
Summary
Experienced and results-oriented sales-driven relationship manager dedicated to strengthening client relationships through exceptional service and support. With a strong focus on delivering superior solutions, this candidate has amassed 14 years of valuable experience in the field of wealth management. Known for an outgoing nature and ambitious drive, consistently strives to exceed expectations and achieve outstanding outcomes for both clients and the organization.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Relationship Manager
Abu Dhabi Commercial Bank
05.2024 - Current
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Responsible for 200+ HNW clients with total AUMs 250 M AED.
Premium Relationship Manager
Azimut Investments
04.2022 - 03.2024
- Built a portfolio of 100 Ultra HNW clients from scratch with AUMs Exceeding 10 M USD.
- Custom Made Portfolio foundation advisor (Equity, fixed income and GDRs) Investment Risk assessment and Advisory
- Global Markets investment Analyst.
- Conducted regular portfolio reviews, identifying opportunities for improvement and growth.
- Developed strong relationships with high-net-worth clients for better retention and increased assets under management.
- Educated clients on various investment options including stocks, bonds, mutual funds, and alternative investments to promote diversification.
- Prepared sales presentations for clients showing success and credibility of products.
Senior Wealth Manager
Commercial International Bank
02.2011 - 04.2022
- Cultivated strong relationships with clients through regular communication and in-person meetings to review progress toward financial goals.
- Mentored junior team members to develop their skills in investment analysis, client relationship management, and sales techniques.
- Delivered exceptional client service through prompt communication, proactive problem-solving, and a commitment to always putting the client's interests first.
- Increased client satisfaction by providing personalized wealth management solutions and tailored financial strategies.
- Monitored and updated financial plans to comply with client goals.
- Ranked top achiever top 10 ranking among senior wealth managers years 2017, 2018 ,2019 and 2020.
Education
MBA - Finance and Investment
Arab Academy For Science & Technology AAST
Cairo, Egypt01.2018
Bachelor of Science -
Faculty Of Commerce English Section
Tanta, Egypt01.2010
High School Diploma -
Egyptian Language Boys School EBS
Alexandria, Egypt01.2006
Skills
- Client Relationships
- Excellent Communication
- Sales Reporting
- Client Engagement
- Risk Management
- Team Leadership
- Sales proficiency
- Sales Data Analysis
- Banking
- Financial Services
- Relationship Management
- Asset Management
- Internal Controls and Reporting Systems
- Relationship Building
- Staff Training
- Willing to Learn
Certification
- CISI ICWIM
- CISI UAE financial rules and regulaons
- ARAB ACADEMY FOR SCIENCE & TECHNOLOGY Train of the trainer TOT
Languages
ARABIC
ENGLISH
Timeline
Relationship Manager
Abu Dhabi Commercial Bank
05.2024 - Current
Premium Relationship Manager
Azimut Investments
04.2022 - 03.2024
Senior Wealth Manager
Commercial International Bank
02.2011 - 04.2022
MBA - Finance and Investment
Arab Academy For Science & Technology AAST
Bachelor of Science -
Faculty Of Commerce English Section
High School Diploma -
Egyptian Language Boys School EBS
- CISI ICWIM
- CISI UAE financial rules and regulaons
- ARAB ACADEMY FOR SCIENCE & TECHNOLOGY Train of the trainer TOT
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