Amr Kamha
Wealth Manager
Tanta,GH
Summary
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
11
11
years of professional experience
2
2
Certifications
Work History
Wealth Manager
Commercial International Bank
06.2022 - Current
- Developed strong relationships with clients, ensuring their long-term trust and loyalty to the bank.
- Participated actively in continuous professional development programs to stay current with industry standards and practices.
- Implemented effective referral programs that consistently generated new leads for high net worth clientele acquisition efforts.
- Delivered exceptional customer service, promptly addressing inquiries and resolving complex issues.
Plus Banker
Commercial International Bank
11.2021 - 05.2022
- Conducted detailed market research to identify new opportunities for growth within the banking sector.
- Enhanced bank profitability by effectively cross-selling various financial products and services.
- Strengthened customer relationships through attentive service and prompt resolution of inquiries.
- Increased client satisfaction by providing tailored financial advice and personalized banking solutions.
Senior personal baker
Commercial International Bank
04.2020 - 10.2021
- Strengthened client relationships through consistent follow-ups and proactive communication.
- Delivered comprehensive financial advice to clients based on their unique situations, helping them achieve long-term financial success.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Senior Teller
Commercial International Bank
05.2015 - 03.2020
- Delivered exceptional service while managing high-volume cash transactions during peak business hours without compromising accuracy or efficiency levels.
- Streamlined daily operations for improved efficiency by implementing new teller procedures and training junior staff members.
- Enhanced customer satisfaction by efficiently processing transactions such as, deposits, withdrawals and cheques withdrawal.
Tele sales agent
Net-One International
07.2013 - 01.2014
- Sell international calls to Arab people live in USA and Canada
- I had to collect data of Arab people who live in USA and Canada from internet and called them via phone to offer number of minutes to be used for call their families using the company secured line.
Call center agent
Vodafone
06.2013 - 08.2013
- Call the users of Vodafone network on their mobiles
- On daily basis, I had to prepare data consist of certain number of Vodafone network users to offer them the newest bundles and bonus point depends on their usage of monthly credit.
Education
Bachelor of Economics - Economics
Cairo University
Giza, Egypt 06.2013 -
Skills
Portfolio Management
Financial Planning
Wealth Preservation
Client Interviews
Attention to Detail
Adaptability and Flexibility
Know Your Customer
Honest and Dependable
Activities
- Participated in (MESE, rewarded as best banker -2012).
- Managed many organizer committees at faculty -2012.
- Part of the student union 2011-2012.
- Attended training programs in stock market in faculty of economics and political science.
Cellular
002-01064590038
Military Status
Completed
Personal Information
- Date of Birth: 11/21/92
- Nationality: Egyptian
- Marital Status: Married
Valid Passport
True
References
Furnished upon request
Certification
• Introduction to Securities & Investment (International) English, chartered institute for securities & investment
Timeline
• Introduction to Securities & Investment (International) English, chartered institute for securities & investment
08-2023
Wealth Manager
Commercial International Bank
06.2022 - Current
• Fundamentals of Financial Services, chartered institute for securities & investment
06-2022
Plus Banker
Commercial International Bank
11.2021 - 05.2022
Senior personal baker
Commercial International Bank
04.2020 - 10.2021
Senior Teller
Commercial International Bank
05.2015 - 03.2020
Tele sales agent
Net-One International
07.2013 - 01.2014
Bachelor of Economics - Economics
Cairo University
06.2013 -
Call center agent
Vodafone
06.2013 - 08.2013