Shabbar Mughal
Dubai,UAE
Skills
- Solid sales skills (14 years exp in highly competitive sector)
- Negotiations expert; persuasive techniques
- Sales presentations
- Technical presenting
- Honest and ethical
- Business Development
- Investment advice and financial markets
- Strong analytical and problem-solving skills
- Client management
- Highly professional
- Adaptable
- Proficient in Microsoft Office
- CRM software use
- Comparative market analysis
- Idea generation
- Sales pipeline management
- Excellent communication and engagement skills
- Customer acquisition and retention
- Energetic
- Team leading skills
- Recruiting and hiring
Summary
Seasoned financial adviser with 14 years of global industry experience looking to new horizons. Expertise in investments, financial markets, sales and analytical skills. Proven track record in sales, business development, relationship management, problem-solving, negotiations, and communications. Possess exceptional transferable skills applicable across diverse industries. Agile learner with a natural confidence and ability to adapt to new environments. Committed to driving success while maintaining the highest level of integrity and client satisfaction. Ready to leverage my expertise, adaptability, and strong ethical foundation to contribute to the success of any organization.
Overview
13
13
years of professional experience
3
3
years of post-secondary education
1
1
Certification
Work history
Private Client Adviser
AHR Private Wealth
Dubai, UAE
03.2019 - 12.2022
- Accomplished Independent Financial Adviser (IFA) specialising in providing expert guidance on pensions and tax advice.
- Proven track record of successfully assisting clients in navigating complex pension schemes and optimizing tax strategies.
- Extensive knowledge of pension regulations, tax legislation, and retirement planning to offer tailored solutions.
- Strong ability to analyse clients' financial situations, identify opportunities, and provide customised advice.
- Trusted partner in helping clients maximise their pension contributions, minimize tax liabilities, and achieve long-term financial goals.
- Exceptional communication skills, ensuring clarity in explaining complex concepts and empowering clients to make informed decisions.
- Committed to delivering the best service, building long-term client relationships, and delivering optimal outcomes in the realm of pensions and tax advice.
- Monitored financial markets and changes in regulations to recommend suitable client products.
- Utilised high level communication and sales skills to secure clients in a highly complex and competitive market, whilst retaining the utmost ethical principles.
VP - International Pensions
Holborn Assets LLC
Dubai, UAE
01.2018 - 03.2019
- Specialised in providing expert pension advice, excelling in investment management strategies and optimizing retirement plans for clients.
- Utilising many years of experience in sales to consistently exceed targets and acquire new business.
- Strong communication abilities, effectively explaining complex pension concepts and investment options to clients.
- Proven expertise in client relationship management, building long-lasting partnerships based on trust and delivering a professional service.
- Extensive experience in assisting clients across multiple jurisdictions, traveling overseas to provide personalised guidance.
- Proficient in navigating international pension regulations and ensuring compliance with local laws.
- Committed to staying updated on industry trends and regulations, continuously enhancing knowledge and skills to provide cutting-edge advice.
Senior Client Adviser
Belgravia Wealth Management
09.2016 - 08.2017
- Provided independent financial advice to British ex-pats in Europe, optimising investments, regulations, and taxation.
- Traveled to multiple jurisdictions, nurturing client relationships and ensuring compliance.
- Expertly navigated complex regulations, delivering tailored financial solutions.
- Guided clients on investment strategies, retirement planning, and wealth management.
- Built a strong reputation for exceptional service and long-term partnerships.
- Stayed updated on industry trends and regulatory changes for cutting-edge advice.
- Helped clients achieve their financial objectives.
Senior Client Manager
PWS Group
Dubai, UAE
03.2013 - 08.2016
- Delivered comprehensive financial planning advice to professional expat clients.
- Mentored and trained junior advisers and client relationship managers, providing regular guidance in sales, client services, and financial products.
- Recognised as one of the top 5 performing IFAs in the firm, consistently achieving exceptional results.
- Expertise in providing holistic financial solutions, addressing clients' unique goals and circumstances.
- Proven track record in building and maintaining strong client relationships based on trust and personalised service.
- Skillful in analysing clients' financial circumstances, identifying opportunities, and implementing tailored strategies.
- Kept abreast of industry trends and regulatory changes, ensuring up-to-date knowledge for optimal client outcomes.
- Adept at delivering engaging and effective training sessions, empowering team members to excel in their roles.
- Recruited and managed a small personal team consisting of client relationship managers and data catchers who assisted in servicing my client book.
Head of Relationship Management
AES International
Dubai , UAE
01.2012 - 02.2013
- Dynamic Head of Relationship Management in the financial services sector, successfully transformed an underperforming sales and business development team.
- Headhunted to build and train the team, implementing new processes and recruiting top talent, growing a team of 8 to 26 people.
- Developed a comprehensive training manual covering sales, investments, and financial products.
- Achieved profitability within one year, ending a three-year drought for the company.
- Proven leadership in revitalising team performance, fostering a culture of success.
- Recognised for driving strategic solutions and delivering exceptional mentorship.
Senior Client Relationship Manager
The Devere Group
Dubai , UAE
09.2009 - 12.2011
- Senior Sales and Client Relationship Manager in the Financial Services sector, driving revenue growth and building lasting relationships.
- Successfully completed a series of professional development courses focused on enhancing sales and business proficiency. These encompassed topics such as efficiency, productivity, client satisfaction, tonality, mirroring, empathy, and the psychology of sales.
- Effective communicator, skilled at understanding client needs and delivering tailored solutions.
- Expertise in organisation and client management, ensuring seamless execution and high satisfaction.
- Exceptional customer service skills, committed to delivering outstanding client experiences.
- Proficient in business planning, sales strategies, analytical thinking, customer relationship management (CRM), and effective communication.
- I left the role after being headhunted by a competitor to build and train a team of sales and CRM professionals after achieving top performance.
Education
Bachelor's Degree - Architecture
Kingston University
Kingston, London, UK 09.2006 - 06.2009
Languages
English
Native
Certification
The Chartered Institute for Securities and Investments (CISI)
- Level 1 - Introduction to Investment
- Level 2 - Fundamentals of Financial Services
- Level 3 - International Certificate in Wealth and Investment Management
London Institute of Banking and Finance (LIBF)
- Level 4 - Diploma for Financial Advisers (DipFA) - ongoing, final module
Timeline
Private Client Adviser
AHR Private Wealth
03.2019 - 12.2022
VP - International Pensions
Holborn Assets LLC
01.2018 - 03.2019
Senior Client Adviser
Belgravia Wealth Management
09.2016 - 08.2017
Senior Client Manager
PWS Group
03.2013 - 08.2016
Head of Relationship Management
AES International
01.2012 - 02.2013
Senior Client Relationship Manager
The Devere Group
09.2009 - 12.2011
Bachelor's Degree - Architecture
Kingston University
09.2006 - 06.2009
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