SYLVESTER FRANCIS
Dubai,UAE
Summary
Results-driven Wealth Manager with knack for creating tailored financial strategies that enhance client portfolios. Skilled in managing diverse investments, leading to significant growth and client satisfaction. Known for building long-term relationships and providing exceptional advisory services, ensuring financial goals are met.
Overview
12
12
years of professional experience
1
1
Certification
Work history
Wealth Manager
Abu Dhabi Commercial Bank
Dubai
2025.05 - 2026.04
- Client Relationship Management: Build and maintain long-term relationships with a portfolio of HNWIs, acting as a trusted advisor to understand their financial objectives
- Business Development: Actively acquire new clients through networking, prospecting, and referrals to grow the company’s Assets Under Management AUM
- Personalized Investment Advisory: Develop and present tailored investment strategies, including asset allocation, portfolio reviews, and recommendations across multiple asset classes (e.g., GCC/US equities, structured notes, global bonds)
- Comprehensive Planning: Coordinate with specialists to provide holistic advice, including tax optimization (in line with UAE regulations), estate planning, and trust management
- Portfolio Monitoring: Regularly monitor and review client portfolios, making adjustments to align with changing market conditions and the client’s risk tolerance
- Regulatory Compliance: Adhere strictly to UAE regulatory requirements, including KYC Know Your Client and AML Anti-Money Laundering standards
Asst. Relationship Manager
Emirates Islamic Bank
Dubai
2023.04 - 2025.04
- Working as a payroll adviser for Hunting down EIB Priority banking salary accounts
- Managing revenue for the bank by helping them make Fixed Deposits in bank
- Providing them with Personal loans, Credit Cards and other offshore banking solutions to diversify their savings
Wealth Manager
Seguro Private Wealth
Dubai
2022.07 - 2023.03
- Introducing customers to different Asset Classes like Equity, Bonds, Structured Notes, Mutual Fund, PMS, AIF and Forex investments
- Drafting and Assessing client's portfolio about different financial products and services
- Assessing client profile and managing investments needs based upon customer risk analysis
- Assisting customers with platforms for offshore investments
- Holding seminars in companies to generate potential leads
Senior Relationship Manager
Citi Bank
Dubai
2021.01 - 2022.05
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients’ individual needs worth and risk capacity
- Cultivated and strengthened relationships with new and existing clients
- Opened, closed and updated accounts for customers
- Exceeded sales goals in Dubai and acquisition on consistent basis
- Achieved Q4 2021 KPI with 117% and Q1 2022 KPI with 120%
- Organized marketing plans and programs to best support business growth and development
Bank Officer
HSBC Dubai
2017.06 - 2020.10
- Have been appreciated by HSBC CEO for INDIA for exemplary work shown for creating successful international corridor between UAE and India
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty
- Increased new bank relationships within local district by 10% through execution of quarterly promotions
- Contacted potential clients to pursue sales and gather funds
- Represented bank at community events to establish strong ties and promote business
- Managed and opened over 60 accounts in a quarter checking/saving and credit cards
- Doing roadshows for increased business activity and client referrals
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction
- Built and maintained relationships with new and existing clients while providing a high level of expertise
Relationship Officer
Citi Bank Dubai
2015.03 - 2017.05
- Have undergone multiple stages of promotion at Citi Bank
- Starting off as Direct Sales Agent to Deployment Executive to Multiproduct Advisor at different corporates
- Generating leads by holding marketing events at public places and educating clients about Citibank offers and services
- Outperformed staff of 75 on floor and qualified to represent UAE at Bali, Indonesia for CHAMPIONS FORUM 2016
- Met Service Level Agreements through strategic planning and workload management
- Developed marketing plans to support department strategies
Sales Executive
Audi
Delhi
2014.03 - 2014.12
- Carried out Audi test drives, demonstrating comprehensive vehicle knowledge to provide customers with helpful, thorough insight
- Discussed Auto financing with customers, outlined restrictions and educated on policies
- Managed efficient cash register operations, including scanning items, processing payments and issuing receipts
- Managed performance for Audi dealerships, including new and used cars, spare parts, service and body repair, workshops, and insurance and credit departments
- Oversaw logistics and operations to deliver process optimizations and efficiencies
Education
Bachelors Business Administration -
Indraprastha University
Delhi, India 2013.03 -
Skills
- Wealth creation strategies
- Knowledge of regulatory compliance
- Familiarity with banking operations
- Multi-Tasking efficiency
- International finance understanding
- Empathy in advising
- Long-Term visioning
- Mutual funds knowledge
- Retirement planning
- Client Relationship Management
KEY ACHIEVEMENTS
- Consistently drove wealth revenue against a monthly target of USD 24,000 while simultaneously achieving annual premium targets of USD 22,000, ensuring sustained profitability across the portfolio.,
- Maintained and grew the bank’s Assets Under Management (AUM) by meeting a monthly net inflow target of AED 2.3 million, while effectively managing CASA attrition within a controlled threshold of AED 1.6 million.,
- Spearheaded new client acquisition strategies by building a robust referral pipeline through cross-departmental collaboration with Mortgage Banking and Commercial Banking teams, significantly expanding the new-to-bank and new-to-wealth client base.,
- Activated and scaled Employee Naming Channels (ENC) by engaging and incentivizing corporate executives to generate qualified referrals from their organizational networks, enhancing pipeline quality and conversion rates.
Certification
ICWIM-LEVEL 3: Wealth Management, 01/2022
Chartered Institute of Securities of Investment - London, UK
Affiliations
- Gymnasium, Football, Snorkeling, Running marathons and Reading books (non-fiction)
References
References available upon request.
Timeline
Wealth Manager
Abu Dhabi Commercial Bank
2025.05 - 2026.04
Asst. Relationship Manager
Emirates Islamic Bank
2023.04 - 2025.04
Wealth Manager
Seguro Private Wealth
2022.07 - 2023.03
Senior Relationship Manager
Citi Bank
2021.01 - 2022.05
Bank Officer
HSBC Dubai
2017.06 - 2020.10
Relationship Officer
Citi Bank Dubai
2015.03 - 2017.05
Sales Executive
Audi
2014.03 - 2014.12
Bachelors Business Administration -
Indraprastha University
2013.03 -