Summary
Overview
Work history
Education
Skills
Languages
Affiliations
Certification
Timeline
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Joe Khalife

Joe Khalife

Dubai,UAE

Summary

Seasoned professional specialising in wealth management. Possess unique skills in developing tailored financial strategies and achieving robust portfolio growth. With focus on client-centric approaches, anticipate and respond to market trends, ensuring optimal client financial health and satisfaction.

Overview

15
15
years of professional experience
4
4
years of post-secondary education
1
1
Certification

Work history

AVP - Citi Private Client

Citibank
Dubai , UAE
09.2023 - Current
  • Managing Citi Private Clients with AUM of more than $100M through ,Onshore investments ,Insurance coverage and offshore investments (Singapore ,London and Jersey Platforms).
  • Obtaining Extensive expertise on sales of bonds, stocks ,Mutual funds,Currency exchange,Insurance ,Structure Notes and fixed maturity plans.
  • Proactively grow and manage assets under management and increase portfolio profitability and investment penetration

Director Elite Banking

First Abu Dhabi Bank
Dubai , UAE
12.2020 - 08.2023
  • Managed a portfolio of high net worth clients,offering tailored financial services .
  • Offer and sell financial products and services to consumer and small business customers (Assets under Management )
  • Selling Bancassurance
  • Prospecting new customers new customers.Processing a high volume of daily phone calls and emails from customers .
  • Stay connected with customers through personal visits telephone calls and correspondence
  • Creating cross sell and up sell opportunities
  • Taking on complex customer issues and resolving them

Relationship manager

Byblos Bank SAL
Dubai, UAE
05.2017 - 10.2020
  • Managed a portfolio of high net worth clients ,offering tailored financial services
  • Provided advice on investments ,loans,and financial planning .
  • Prospecting new customers.Built and maintained strong client relationships,ensuring satisfaction and retention

Personal banker

Byblos Bank SAL
Beirut , Lebanon
09.2010 - 04.2017
  • Offer and sell financial products and services to consumer and small business customers .
  • Open accounts (For personal and company )
  • Handle loan application (Personal/Auto/Housing/Student/Travel)
  • Selling credit card ,Bancassurance


Education

Bachelor of Business Administration - Business

University La Sagesse -ULS
Dubai
01.2006 - 06.2010

Skills

  • Ability to spot investment opportunities
  • Strong focus on customer service
  • Updated knowledge of investment products
  • Research and analytical skills

Languages

Arabic
Native
English
Fluent
French
Fluent

Affiliations

  • Basketball
  • Tennis
  • Swimming
  • Music

Certification

  • Risk in Financial Services- CISI
  • International certificate in wealth and investment management - CISI
  • Introduction to securities & Investment International-CISI
  • The united Arab Emirates Financial Rules And Regulation -CISI
  • Elite Banking RM Certification -Fitch Learning

Timeline

AVP - Citi Private Client

Citibank
09.2023 - Current

Director Elite Banking

First Abu Dhabi Bank
12.2020 - 08.2023

Relationship manager

Byblos Bank SAL
05.2017 - 10.2020

Personal banker

Byblos Bank SAL
09.2010 - 04.2017

Bachelor of Business Administration - Business

University La Sagesse -ULS
01.2006 - 06.2010

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Joe Khalife