Blockchain & Fintech
Islam Rashad
Banker- Wealth Management
Abu Dhabi,AZ
Summary
I am a qualified banker with more than 10+ years of Multinational & Local banking experience, having worked in different roles within the Retail Banking and Wealth Management divisions helped me become a performance-oriented individual with history of bringing about exceptional results in high-volume environments with demanding objectives.
Over the years have excelled in sales while maintaining highest level of customer experience. Throughout my experience have been a part of major projects that have brought about change, giving me tremendous exposure, thus allowing me to develop my networking, analytical and project management skills. Education has been a success factor and will continue to be as I continue to seek new challenging opportunities that allow me to thrive towards new heights.
Overview
12
12
years of professional experience
Work History
Associate Director, Wealth Managent
Standard Chartered Bank
Abu Dhabi
06.2020 - Current
- Manage AUMs of USD $50 Million within SCB's Investment Books & external Wealth Plans
- Meet and collaborate with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions.
- Educate clients on various financial matters and provide professional recommendations on investment opportunities and wealth lending services based on each clients' individual needs.
- Work with different stakeholders to support understanding of rationale and details of financial strategies.
- Help clients plan for and fund retirements and customize diversified portfolios whilst considering investment goals, time horizons & concentrations risks.
- Proved consistent and successful working within tight deadlines and fast-paced atmosphere.
Director, Elite Banking
First Abu Dhabi Bank
Abu Dhabi
06.2018 - 06.2020
- Manage a Book of 500 Elite Clients, with a TRB of USD $150 Million Dollars.
- Develop focused strategies for acquiring, retaining and growing Elite clients while maintaining strong relationship building
- Follow market trends and developments for managing and growing my clients’ wealth through holistic financial planning
- Construct wealth management solutions and portfolio management services for HNW individuals & Trusts.
- Work on increasing mortgage applications and lending products in the center
Sr. Premier Service Manager
HSBC
Dubai
12.2015 - 01.2018
- Supervise and provide assistance to Premier service managers and Premier sales and service officers on their daily objectives and help address major challenges with client’s relations.
- Manage escalated complaints to CEO and Heads of divisions.
- Work with stakeholders to analyze business processes and streamlining procedures to enhance the overall customer experience and to eliminate any service failures.
- Work closely with Global Markets for bond valuations and structured notes performances to manage clients expectations through our monthly portfolio overview communications.
- Perform Client Due Diligence reviews and monitor clients annual financial statements for on going mitigation of compliance/sanctions risks.
- Manage work/functional initiatives to support service improvements and make recommendations that improve operational efficiency, reduce costs and improve the client satisfaction scores.
Premier Relationship Sales & Service Officer
HSBC
Dubai
09.2008 - 12.2015
- Handle branch customer Queries and complaints in a timely manner wile adopting cross-sell strategies
- Conduct weekly company visits to acquire new corporate relationships to achieve my business development objectives and to have them successfully listed.
- Work on over achieving set sales targets through creative sales marketing approaches and hunting for acquisitions in my network.
- Refer eligible customers for discretionary Investment planning and Private Banking.
- Deputize our center manager and monitor daily sales activities.
- Contribute towards reducing customer attrition rates and high retention levels.
- International Banking Center and Islamic Banking specialist.
Education
UAE Financial Rules & Regulations -
CISI
International Certificate of Investment and Wealth Management -
CISI
Bachelors of Business Administration - Marketing
Canadian University of Dubai
A’ Levels -
EDEXCEL
IGCSE -
Saint Mary’s School
Intro To Securities & Invesment -
CISI
Skills
Key Relationship Management
Accomplishments
- Professional Accreditations.
- Objection Handling.
- Communication Techniques.
- Anti-Money Laundering and Counter-.
- Terrorist Financing.
Interests
Timeline
Associate Director, Wealth Managent
Standard Chartered Bank
06.2020 - Current
Director, Elite Banking
First Abu Dhabi Bank
06.2018 - 06.2020
Sr. Premier Service Manager
HSBC
12.2015 - 01.2018
Premier Relationship Sales & Service Officer
HSBC
09.2008 - 12.2015
Intro To Securities & Invesment -
CISI
IGCSE -
Saint Mary’s School
A’ Levels -
EDEXCEL
Bachelors of Business Administration - Marketing
Canadian University of Dubai
International Certificate of Investment and Wealth Management -
CISI
UAE Financial Rules & Regulations -
CISI
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