Microsoft Office
Sherif Hassan
Senior Wealth Manager
Dubai
Summary
Proven leader in wealth management with a track record of increasing client satisfaction and portfolio performance. Expert in investment management and adept at fostering client relationships, demonstrated by a 250% revenue increase at First Abu Dhabi Bank. Specializes in portfolio diversification and wealth preservation, ensuring clients' financial success. Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
21
21
years of professional experience
14
14
years of post-secondary education
1
1
Certification
Work History
Senior Wealth Manager
Daman Investments
12.2023 - Current
- Managed to open new to wealth accounts with $15 Million in first 6 months and successfully generated revenue of $ 450 K.
- Client Onboarding- guiding new clients through onboarding and simplifies complex procedures to make transition seamless.
- Delivered exceptional client service through prompt communication, proactive problem-solving, and commitment to always putting client's interests first.
- Increased client satisfaction by providing personalized wealth management solutions and tailored financial strategies.
- Provided ongoing portfolio monitoring services to ensure alignment of investments with changing market conditions or changes in client's circumstances.
- Managed diverse portfolio of high-net-worth clients, ensuring optimal asset allocation and risk management.
- Designed custom-tailored portfolios based on individual client needs, risk tolerance levels, time horizons, financial objectives.
Founder
Vecchia Bari for Restaurants Management
10.2019 - Current
- Developed strong partnerships with other businesses to allow for collaboration and more significant opportunities for growth.
- Achieved long-term sustainability for the organization through responsible decision-making processes grounded in ethics.
- Implemented efficient operational processes to optimize productivity and resource allocation.
Senior Account Manager
EXANTE
10.2023 - 01.2024
- Increased revenue for the company through strategic upselling and cross-selling initiatives.
- Mentored junior account managers, fostering their professional growth and skills development within the company.
- Delivered sales presentations and pitches to clients, upper management and junior sales associates for demonstration.
- Developed deep knowledge of customer businesses and relationship to company objectives.
Director Private Banking
First Abu Dhabi Bank FAB
03.2018 - 07.2019
- Managed $ 250 Million AUM portfolio of high-net-worth clients'' portfolios, optimizing investment strategies for maximized returns.
- Collaborated closely with internal teams to deliver comprehensive wealth management solutions for clients.
- Exceeded sales targets consistently by identifying prospects, cultivating relationships, and closing deals effectively.
- Strengthened client relationships with regular communication and proactive financial recommendations.
- Assisted in the creation of departmental policies that standardized best practices and improved overall operational efficiency.
- Maintained up-to-date knowledge of market trends, enabling proactive portfolio adjustments in response to economic shifts.
- Monitored risk exposure across the entire private banking division, implementing measures to mitigate potential threats when necessary.
Senior Account Manager
Emirates Islamic Bank
07.2017 - 03.2018
- Increased revenue for the company through strategic upselling and cross-selling initiatives.
- Mentored junior account managers, fostering their professional growth and skills development within the company.
- Boosted client satisfaction by effectively managing and resolving account issues.
- Developed deep knowledge of customer businesses and relationship to Bank objectives.
- Expanded market share by identifying new business opportunities and securing high-value accounts.
Wealth Relationship Manager
Abu Dhabi Commercial Bank ADCB
04.2015 - 06.2017
- Developed lasting relationships with high-net-worth clients, ensuring their financial needs were met and expectations exceeded.
- Expanded cross-selling opportunities by identifying additional product offerings suited to individual client needs and preferences.
- Leveraged extensive network of industry contacts to source new business leads and expand the firm''s clientele base.
- Conducted comprehensive financial reviews for clients, assessing overall financial health and recommending adjustments as needed.
Senior Sales & Service Officer
Mashreq Bank
01.2014 - 03.2015
- Enhanced customer satisfaction by efficiently addressing and resolving service-related issues.
- Developed and maintained strong relationships with key clients, fostering long-term partnerships.
- Addressed customer complaints and mitigated dissatisfaction by employing timely and on-point solutions.
- Improved overall workflow efficiency by implementing standardized procedures across the department.
Private Banking Relationship Manager
Credit Agricole
02.2006 - 07.2013
- Managed high-net-worth clients'' portfolios, optimizing investment strategies for maximized returns.
- Collaborated closely with internal teams to deliver comprehensive wealth management solutions for clients.
- Provided ongoing performance reviews and updates, ensuring clients remained informed about their investments.
- Exceeded sales targets consistently by identifying prospects, cultivating relationships, and closing deals effectively.
Customer Service Officer
The United Bank
04.2003 - 02.2006
- Assisted call-in customers with questions and orders.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Maintained a high level of product knowledge to effectively assist customers with accurate information and recommendations.
- Enhanced customer satisfaction by efficiently addressing and resolving their inquiries and concerns.
Education
Bachelor of Foreign Trade - International Economics
Helwan University
Cairo Egypt 09.1994 - 09.2001
High School Diploma -
Saint Fatima Language School
Cairo Egypt 09.1994 - 09.2001
Skills
Portfolio diversification
Investment Management
Portfolio Management
Financial Planning
Wealth Preservation
Fixed Income Strategies
Software
Customer Relationship Management CRM
Languages
Arabic
Bilingual or Proficient (C2)
English
Advanced (C1)
Certification
International Introduction to Investment Award
Timeline
Senior Wealth Manager
Daman Investments
12.2023 - Current
Senior Account Manager
EXANTE
10.2023 - 01.2024
Founder
Vecchia Bari for Restaurants Management
10.2019 - Current
Director Private Banking
First Abu Dhabi Bank FAB
03.2018 - 07.2019
Senior Account Manager
Emirates Islamic Bank
07.2017 - 03.2018
International Introduction to Investment Award
05-2015
Wealth Relationship Manager
Abu Dhabi Commercial Bank ADCB
04.2015 - 06.2017
Senior Sales & Service Officer
Mashreq Bank
01.2014 - 03.2015
Private Banking Relationship Manager
Credit Agricole
02.2006 - 07.2013
Customer Service Officer
The United Bank
04.2003 - 02.2006
Bachelor of Foreign Trade - International Economics
Helwan University
09.1994 - 09.2001
High School Diploma -
Saint Fatima Language School
09.1994 - 09.2001
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