Khaled Hamad
Senior Wealth Manager
Alexandria
Summary
Senior wealth manager with 15+ years of experience in premier banking, specializing in financial management. Efficiently manages multiple assignments, consistently surpassing customer expectations.
Holds prestigious CISI certification and International Wealth & Investment Management Certificate (CISI Level 3), showcasing expertise in the field.
Overview
17
17
years of professional experience
10
10
Certifications
Work History
Senior Wealth Manager
Al Ahli Bank of Kuwait
11.2020 - Current
- Achieve the financial targets as per wealth Management department strategy, objectives & products applied.
- Seizing & utilizing opportunities to cross sell additional products & services to the existing clients, obtaining referrals & approaching them to ensure new opportunities are always flowing.
- Maintain strong & in depth relationships with wealth customers.
- Deliver Superior high quality customer service, exceeding satisfaction goals by always responding to customer enquires & that their issues are always identified & handled.
Senior Premier Manager
Audi Bank Egypt
01.2020 - 10.2020
- Define prospect clients, pay visits to them, offer suitable products, attract their wealth to the bank & ensure performance to agreed service standards.
- Propose various solutions to ensure customer satisfaction & meet customer needs.
- Develop relationship with clients & seek new business opportunities.
- Close monitoring to the premier clients' accounts, provide consultancy, cross selling other products, frequent checkup & visits to ensure continuous customer satisfaction while providing personalized services.
Premier Manager
Audi Bank Egypt
12.2018 - 01.2020
- Follow up customers' requests in a timely manner and ensure that they are delivered with the highest quality of service exceeding the customer expectation.
- Ensure completion of necessary documentation needed and associated with those clients.
- Ensure compliance to the K.Y.C principles and anti-money laundry regulations requested by CBE and other governing bodies.
- Regular review to daily affluent reports.
- Communicate to higher management all issues complaints (Reports, statistics, analysis....etc.) related to department performance, obstacles, and bottlenecks and propose solutions.
Wealth Manager
Union National Bank Egypt
10.2018 - 12.2018
- Sales of products & services.
- Professionalism in handling all complaints and issues.
- Excellent and deep client relationships.
- Achievement of financial targets.
Premier Manager
Attijariwafa Bank Egypt
06.2017 - 09.2018
- Drive and deliver exceptional sales performance by identifying and meeting customer needs through selling, cross selling of premier products & services.
- Dedicated towards sales and deepening relationships with clients.
- Run a premier portfolio that maximizes opportunities and generates strong growth and good, sustainable returns over the business cycle.
- Deliver world class customer service practices and ensure adherence to service standards.
- Replying on all AML queries.
- Ensure completion of KYC according to time line set by management.
- Annual project review and completion of Political exposed personal accounts.
Premier Relationship Manager
Barclays Bank Egypt
01.2015 - 06.2017
- Being personally effective at building the business, strengthening relationships and effectively executing the sales process.
- Promotion of and migration to other appropriate customer propositions to ensure that customer needs are met and maximizing customer retention.
- Achieve volume and revenues goals via the combination of customer acquisition and relationship widening; in addition to growing network clients through using diverse resources.
Premier Relationship Officer
Barclays Bank Egypt
01.2013 - 01.2015
- Own and manage customer queries and complaints by taking ownership and resolving in a timely manner.
- Maintain sales performance statistics for management information usage.
- Prepare presentations for potential clients and attend to client meetings to present bank products to enhance sales.
Premier Personal Banker
Barclays Bank Egypt
07.2010 - 01.2013
- Follow the retail end to end account opening & closure process ensuring new accounts are authorized and KYC complaint.
- Agree performance development objectives with the team leader.
- Pursue self-development to increase personal effectiveness, acknowledging strengths and areas for development.
Customer Service Representative
Xceed Company
01.2009 - 07.2010
- Answer phones and respond to customer requests.
- Provide customers with product and service information.
- Use sell products and services.
- Identify, research and resolve customer's issues.
- Follow up customers inquiries not immediately resolved.
Sales Representative
Alex Impex for trade and Agencies
06.2008 - 01.2009
- Keeping in contacts with existing customers in person and by phone.
- Making appointments with new customers.
- Agreeing sales, price, contracts and payments.
- Promoting new products.
Education
Bachelor degree of commerce - business administration, faculty of commerce, English department
Alexandria University
09.2002 - 9 2008
Diploma of high school - undefined
Elnasr Boys School
09.1989 - 9 2002
Diploma of high school - literary section
Skills
- Communication and questioning
- Client relationship management
- Computer Skills
- Organizational planning skills
- Presentation Skills
Portfolio diversification
Portfolio management
Certification
International certificate in wealth and investment management (ICWIM), 08/01/24
Personal Information
- Date of Birth: 05/25/85
- Marital Status: Married
Timeline
Senior Wealth Manager
Al Ahli Bank of Kuwait
11.2020 - Current
Senior Premier Manager
Audi Bank Egypt
01.2020 - 10.2020
Premier Manager
Audi Bank Egypt
12.2018 - 01.2020
Wealth Manager
Union National Bank Egypt
10.2018 - 12.2018
Premier Manager
Attijariwafa Bank Egypt
06.2017 - 09.2018
Premier Relationship Manager
Barclays Bank Egypt
01.2015 - 06.2017
Premier Relationship Officer
Barclays Bank Egypt
01.2013 - 01.2015
Premier Personal Banker
Barclays Bank Egypt
07.2010 - 01.2013
Customer Service Representative
Xceed Company
01.2009 - 07.2010
Sales Representative
Alex Impex for trade and Agencies
06.2008 - 01.2009
Bachelor degree of commerce - business administration, faculty of commerce, English department
Alexandria University
09.2002 - 9 2008
Diploma of high school - undefined
Elnasr Boys School
09.1989 - 9 2002
Diploma of high school - literary section
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