Summary
Overview
Work history
Education
Skills
Accomplishments
Affiliations
Languages
Certification
Work availability
Timeline
Mohamed Soliman

Mohamed Soliman

Dubai,UAE
Judge a man by his questions rather than his answers.
Voltaire

Summary

Significant 23 years of client driven experience in capital markets advisory, wealth and investment management. I am a fellow member of the Canadian securities institute, FMA holder and a certified financial technician. Moving across top-rated financial institutions and brokerage houses, among which HSBC, GIH and Citi, my roles ranged from head of research and technical analysis desk, portfolio manager, head of dealing and business development, to currently a senior portfolio counsellor with Citi private wealth.

Overview

25
25
years of professional experience
6
6
years of post-secondary education
3
3
Certification

Work history

Co-Head Investment Advisory and Promotion

Nexus Group of companies
Dubai , UAE
07.2017 - Current
  • Investment Advisory & Promotion activities.
  • Providing senior counselling, portfolio management and asset allocations to Nexus sales force and clientele across all Nexus GGC offices, with currently advising on more than $1.3B aum across all investment platforms focusing on equities, mutual funds, and structured products while actively managing $30m FUM
  • SCA (Securities and Commodities Authority) Promotion manager certified.
  • Improved existing client relationships to increase total assets.
  • Prepared and reviewed financial models using financial databases.
  • Delivered high-quality consulting, supporting clients to meet and exceed short- and medium-term financial goals.

Senior Portfolio Counselor

Citibank
03.2015 - 06.2017
  • Citi Private Clients / Wealth Management
  • Working closely with 28 CPC RMs covering 309 CPC clients with current AUM of $ 420 million (TRB growth rate 5 % August 2016 / 6 Months rolling - NPS 31 since inception) ensuring clients' portfolios are in line with the investment strategy of the bank leveraging Citi research to promote investment themes and conduct portfolios reviews on a Trusted Advisory cored model
  • Attend important client meetings and assist CPC RMs in addressing more complex client needs whether on the fundamental or the technical side with focus on the Arabic community space
  • Track evolution and potential concentration trends of the investment product portfolio and individual clients' portfolio to ensure alignment with Citi's portfolio strategy
  • Contribute to the further development of sales advisory tools to ensure alignment with the bank's strategy and an optimal usage by CPC RMs
  • Partner with Product Managers to deliver top quality products by providing feedback
  • Monitor market trends and work with Distribution and Product teams to recommend new product ideas
  • Cooperate with the Regional Head of Investment Research in order to transmit Citi's view and recommendation to the CPC RMs; ensure research communication is consistently implemented towards clients, create awareness and understanding in the business - currently following Citi APAC Cluster's research in Singapore
  • Partner with the sales force to identify product training needs and any special requirements
  • Help ensure and balance through education that ALL products are offered to ALL clients based on their needs and not limited to the client's or RM's current knowledge of particular solutions - avoiding sales driven advice.

Private Wealth Manager

ABANA Group
04.2014 - 02.2015
  • Wealth Management & Financial Planning
  • Working with higher net-worth individuals and families regarding their wealth and financial goals, providing them with assessments, planning and portfolio allocations in offshore locations in addition to ongoing review in respect of their financial plans
  • Working on expanding the concept of financial planning within the HNW, UHNW and Institutional clients' segments in Egypt
  • Developing Marketing and untraditional sales strategies to approach prospect clients
  • Continuous monitoring of the Egyptian wealth management space and products launching
  • Build and develop relationships with expats recently settling in Egypt.

Head of Dealing / Senior portfolio Manager

Global Investment House
Cairo, Egypt
10.2008 - 05.2013


  • Technical analysis & Brokerage Dealing Head
  • Responsible for Cairo branch overall cash equities flow trading business
  • Managing a team of 7 traders handling the department trading strategies and driving them to achieve P&L targets as well as expanding the client base
  • Initiating cross selling development efforts with banks for attracting their HNW clients
  • Played an active role regarding promoting the $200 million IPO for Amer Group in 2010
  • Provide support to regional branches regarding technical outlook for global markets
  • Develop relationships with corporate clients and asset managers for cross selling deals.

Head of Portfolio Management

Saudi Egyptian Inv. Holding Co
10.2007 - 11.2008
  • Managing a consultation team of 35 traders & fundamental researchers handling the general framework of the company and the research work structure, in addition to formulating the business development plan for the advisory services within the holding company
  • Provided personal discretionary support for the company's UHNW client (AUM $200M)
  • Participate in the daily management of the asset management arm portfolios (AUM $3 Million as of early 2008) plus playing an active role within the firm investment committee
  • Advise senior management on potential impact on altering investments allocations
  • Support the portfolio management team in preparing investment analysis
  • Advise Saudi HNW clients and provide them with personal training & trading strategies.
  • Coordinate with other departments for compliance & legal.
  • Streamlined processes to improve and optimize office operations.

Head of Research

Osool Securities Brokerage
Cairo, Egypt
05.2004 - 10.2007
  • Research and Technical analysis desk
  • Preparing fundamental and technical reports regarding listed stocks and sectors on regional basis.
  • Shared group research at conventions, seminars and conferences as official presenter.
  • Selected, trained and performance-managed research and development staff.
  • Handling the formation of marketing materials & research reports for public events.
  • Used available data to establish budgets and implanted controls to manage expenditure against targets.

Custody and Clearing Officer Securities Department

HSBC Group
09.1998 - 01.2003
  • Custody and Clearing of Securities.
  • Capturing daily instructions from GHSS
  • Acting as the focal point between stock market foreign investors and local parties and brokerage houses.
  • Check presence of client's instruction and canceling instructions prior to customer orders.
  • Ensure standing instruction of client is fulfilled.
  • Handling the procedures of transferring the local shares to G.D.R and vice versa.

Education

Bachelor of Commerce - Accounting

Ain Shams University , Cairo / Egypt
09.1994 - 06.1998

Diploma - Securities and Investments

Canadian Securities Institute, Toronto / Canada
01.2003 - 01.2004

Diploma - Wealth Management

Canadian Securities Institute , Toronto / Canada
01.2003 - 01.2004

Diploma -

International Federation of Technical Analysts, EU

Diploma - Technical Analysis

Chartered Market Technician Association, USA

Skills

  • Asset management / Investment strategies
  • Financial services regulations / Investment advice

Accomplishments

  • The Financial Management Advisor Designation, Toronto, Canada - FMA -2003 (Registered Wealth Manager Canada - license no 1670)
  • Certified Financial Technician, CFTe -2009
  • Chartered Market Technician, CMT Level 3 candidate
  • PRIMA, Professional Risk Managers International Association CSI, Canadian Securities Institute / Canada

Affiliations

Fellow Member of the Canadian Securities Institute. Toronto, Canada - FCSI - 2005

Languages

English
Fluent
Arabic
Native

Certification

  • CFTe - Certified Financial Technician.
  • FSCI - Certified Fellow member CSI.
  • FMA - Certified Financial Management Advisor.

Work availability

Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday
morning
afternoon
evening
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Timeline

Co-Head Investment Advisory and Promotion - Nexus Group of companies
07.2017 - Current
Senior Portfolio Counselor - Citibank
03.2015 - 06.2017
Private Wealth Manager - ABANA Group
04.2014 - 02.2015
Head of Dealing / Senior portfolio Manager - Global Investment House
10.2008 - 05.2013
Head of Portfolio Management - Saudi Egyptian Inv. Holding Co
10.2007 - 11.2008
Head of Research - Osool Securities Brokerage
05.2004 - 10.2007
Canadian Securities Institute - Diploma, Securities and Investments
01.2003 - 01.2004
Canadian Securities Institute - Diploma, Wealth Management
01.2003 - 01.2004
Custody and Clearing Officer Securities Department - HSBC Group
09.1998 - 01.2003
Ain Shams University - Bachelor of Commerce, Accounting
09.1994 - 06.1998
International Federation of Technical Analysts - Diploma,
Chartered Market Technician Association - Diploma, Technical Analysis

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Mohamed Soliman