Myriam Bejjani
Summary
Investment professional with proven track record in financial analysis, portfolio management, and client relationship building. Strong focus on team collaboration and achieving results, adapting to changing needs seamlessly. Results-driven Investment Advisor with 3 years of experience in financial planning, portfolio management, and client relations. Proven track record of building and nurturing client relationships through personalized service and strategic investment solutions. Adept at understanding clients' financial goals and risk tolerances, ensuring tailored recommendations that drive portfolio growth. Skilled communicator with a strong ability to translate complex financial concepts into actionable insights, fostering trust and long-term partnerships. Committed to enhancing client experiences by leveraging market insights and financial expertise to deliver exceptional value. Ability to leverage a robust professional network to attract and onboard new clients.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Investment Advisor
Lebanon Invest SAL - BANK AUDI GROUP
06.2021 - Current
- Company Overview: Multiple Entities of the Group
- Serve Bank Audi Geneva and Audi Capital Saudi Arabia Clients’ base
- Visits to the Bank Audi Geneva conducting meetings with CIO office team
- Member of the Investment Committee/Prepare Quarterly Outlook
- Multi Assets Clients portfolio reviews and active advisory suitable with client’s risk profile and markets conditions
- Establish and maintain relationship within international market with HNW and UHNW individuals by providing differentiated market perspective and guidance
- Analysis and P&L attribution of Multi Asset Portfolios
- Prepare spread sheets excel linked to Bloomberg, conform to RM’s request
- Develop tailored investment solutions
- Pitch interest of RMs and UHNWI on new ideas and in house certificates
- Monitor portfolios performance and suggesting ideas for reshuffling
- Direct management of HNW account with weekly calls for market updates and new multi assets investment proposals
- Direct Meeting with clients to elaborate on investment proposals
- Multiple Entities of the Group
- Analyzed market trends and economic data to make informed recommendations for clients'' portfolios.
- Assisted clients with retirement planning, ensuring a secure financial future through strategic asset allocation and consistent saving habits.
- Streamlined communication between investment advisors and support staff, resulting in improved efficiency and client service.
- Developed strong relationships with clients, resulting in increased trust and long-term business growth.
FINANCIAL MARKETS LECTUROR
UNIVERSITÉ SAINT JOSEPH
02.2014 - Current
- Cultivated critical thinking skills through challenging assignments that required analysis, synthesis, and evaluation of information from various sources.
- Developed strong relationships with colleagues, collaborating on curriculum development and sharing best practices in teaching strategies.
- Evaluated student progress through regular assessments, providing detailed feedback for improvement and growth.
- Selected and designed lesson plans and curriculum to meet academic objectives.
Senior Officer
BANK AUDI SAL
05.2017 - 06.2021
- Company Overview: Multiple Entities of the Group
- Ensure trades are executed as per Capital Markets Authorities requirements
- Trading on inside information
- Blackout periods
- Market Manipulation
- Timely execution
- Client priority
- Churning
- Front Running
- Suitability
- Parallel running
- Best execution
- Allocation of orders
- Trading ahead of research
- Money Markets and exposure
- Reconciliation
- Commission monitoring
- Securities pricing
- Corporate action events monitoring
- F/X monitoring
- Discretionary Portfolio Management control activities
- Follow up on requested forms to be signed
- Control on portfolios investments that falls under one strategy
- Control with our counter-party that the reconciliation between DPM portfolios and AVCP in rebalancing transactions
- Control on funds and ETFs in coordination with our counter-party compliance with Lebanese regulations
- Monthly control on portfolios to check its compatibility with our counter-party’s generic portfolio
- Prepare monthly log files to management reporting the issues and statistic file that shows trade and issues per RM, plus the evolution during two months
- Multiple Entities of the Group
SENIOR OFFICER – FOREIGN & LOCAL MARKETS
BANK AUDI SAL
12.2012 - 05.2017
- Company Overview: Multiple Entities of the Group
- Process Customers’ orders and Counter-parties' deals, including controls, reconciliations, settlement, custody and coordination with the network and correspondents
- Prepare and follow up settlement instructions (on custodian on-line systems &/or Swift) and coordination with traders and counter-parties
- Process Forex transactions, Interbank, inter-branch and inter-accounts transfers (Partially or Collectively), Inter-custodians transfer of securities
- Execute Corporate Actions Events, Prepare of special Tax Withholding Forms
- Pledge & Release process, legal documentation and coordination
- Handle Mutual Funds subscriptions and redemption
- Handle New Issues (Bonds, Increase of capital, Swaps)
- Periodic Reconciliations and Controls of banks and clients holding and of deals and positions
- Multiple Entities of the Group
OFFICER - GUARANTEES AND DOCUMENTARY COLLECTION UNITS
BANK AUDI SAL
06.2010 - 12.2012
- Company Overview: Multiple Entities of the Group
- Issue international and Local guarantees and Standby LCs, and follow up with concerned parties
- Execute amendments/extensions/cancellations
- Execute daily transactions for Import and export collections (Issuing, Acceptance, Payments, follow up)
- Pay and claim Commission to correspondent banks
- Ensure coordination between Bank Audi SAL and other entities of the Group (Audi Private Bank, Bank Audi France, Bank Audi Qatar)
- Periodic controls, reporting and statistics
- Multiple Entities of the Group
Intern
FFA PRIVATE BANK SAL
03.2010 - 04.2010
- General Overview of trading desk operations
Intern
ALLIANZ SNA
08.2008 - 09.2008
- Assisted in daily accounting tasks
- Conducted verification of operations and performed Reconciliation and Data Entry tasks
Education
EXECUTIVE MASTERS - FINANCIAL MANAGEMENT (XFM)
ROTTERDAM SCHOOL OF MANAGEMENT
01.2016
MASTERS - FINANCIAL ASSETS
UNIVERSITE SAINT-JOSEPH
01.2011
BA - BUSINESS MANAGEMENT
UNIVERSITE SAINT-JOSEPH
01.2009
Skills
- Bloomberg
- Reuters
- Murex
- Microsoft Office
- Trade innovation
Nationality
French
Certification
- CISI Qualifications, ESA Business School, 01/01/15, 01/01/16, Introduction to International Investment (with Merit), Risks in Financial Services, Lebanese Regulations
- Business Conduct Certification, Bank Audi SAL, 01/01/21, 01/01/22, Global Securities Certification, Derivatives Certification
- Operational Risk Presentation, Bank Audi SAL, 2012, Induction Program for TFS, Time Management, Information Security Policies & Procedures, Banking Secrecy Law
Languages
Arabic
Bilingual or Proficient (C2)
English
Bilingual or Proficient (C2)
French
Bilingual or Proficient (C2)
Timeline
Investment Advisor
Lebanon Invest SAL - BANK AUDI GROUP
06.2021 - Current
Senior Officer
BANK AUDI SAL
05.2017 - 06.2021
FINANCIAL MARKETS LECTUROR
UNIVERSITÉ SAINT JOSEPH
02.2014 - Current
SENIOR OFFICER – FOREIGN & LOCAL MARKETS
BANK AUDI SAL
12.2012 - 05.2017
OFFICER - GUARANTEES AND DOCUMENTARY COLLECTION UNITS
BANK AUDI SAL
06.2010 - 12.2012
Intern
FFA PRIVATE BANK SAL
03.2010 - 04.2010
Intern
ALLIANZ SNA
08.2008 - 09.2008
MASTERS - FINANCIAL ASSETS
UNIVERSITE SAINT-JOSEPH
BA - BUSINESS MANAGEMENT
UNIVERSITE SAINT-JOSEPH
- CISI Qualifications, ESA Business School, 01/01/15, 01/01/16, Introduction to International Investment (with Merit), Risks in Financial Services, Lebanese Regulations
- Business Conduct Certification, Bank Audi SAL, 01/01/21, 01/01/22, Global Securities Certification, Derivatives Certification
- Operational Risk Presentation, Bank Audi SAL, 2012, Induction Program for TFS, Time Management, Information Security Policies & Procedures, Banking Secrecy Law
EXECUTIVE MASTERS - FINANCIAL MANAGEMENT (XFM)
ROTTERDAM SCHOOL OF MANAGEMENT
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