Khaled sarhan
Cairo
Summary
Experienced [Wealth Manager] with over 9 years of experience in portfolio management. Excellent reputation for resolving problems, improving customer satisfaction, and driving overall operational improvements. Consistently saved costs while increasing profits. -Rankig 5th on 2020 cross CIB wealth segment. -Ranking 3th on 2022 Cross ADIB Diamond segment. -Ranking Top 10 on 2023 Cross NBE ( canal Region ). -Ranking Top 5 on 2024 cross NBE ( canal Region ).
Overview
15
15
years of professional experience
Work History
Area Sales Manager
CAC
02.2025 - Current
- Lead and motivated sales team to achieve company objectives and sales targets.
- Developed and executed sales strategies aligned with business goals.
- Monitored team performance, providing ongoing coaching and support.
- Tracked sales activities and analyzed performance reports to recommend improvements.
- Maintained strong relationships with key clients and stakeholders.
- Oversaw negotiations, ensuring successful deal closures.
Senior Wealth Manager
National bank of Egypt
11.2022 - 12.2024
- Managed portfolio 2.8 B EGP, (489 Wealth Customer) who have total AUM more than Two million To investment portfolios by providing one-on-one service when meeting with clients to understand assets, expenses and long-term as well as short-term investment goals to devise personalized financial plan.
- Egypt
Diamond RM
ADIB
02.2021 - 10.2022
- Managed portfolio 550 M EGP Wealth Customers who have total AUM more than one million To investment portfolios by providing one-on-one service when meeting with clients to understand assets, expenses and long-term as well as short-term investment goals to devise personalized financial plan.
Wealth Manager
CIB
02.2017 - 09.2020
- Managed portfolio 1 Billion EGP Wealth Customers who have total AUM more than one million To investment portfolios by providing one-on-one service when meeting with clients to understand assets, expenses and long-term as well as short-term investment goals to devise personalized financial plan.
- Boosted sales to exceeded sales target by employing consultative sales tactics and superior customer care.
Senior Business Developer
Orient Elfuttaim
01.2014 - 01.2017
- Dealing and manage non life customers and Follow-up customer accounts.
Financial Specialist
Allianz
03.2011 - 02.2013
- Dealing with others and skills of dialogue and negotiation through dealing with the owners factories and agency.
Education
ICWM
CISI
09-2025
MBA -
Arab Academy For Science And Technology
06-2025
Diploma - economics
Suez Canal University
01.2014
Accounting -
Suez Canal University
06.2009
Skills
- Planning
- Leadership
- Communication
- Problem-Solving
- Decision-Making
- Adaptability
- Teamwork
- Creativity
- Interpersonal skills
- Management
- Motivation
- Dealt management
- Wealth preservation strategies
- Customer relationship management
- Sales strategy development
- Portfolio management
- Investment planning
Languages
English
Advanced (C1)
C1
Arabic
Native
Native
Accomplishments
Ranking 5th on 2017 across CIB Plus Management
Timeline
Area Sales Manager
CAC
02.2025 - Current
Senior Wealth Manager
National bank of Egypt
11.2022 - 12.2024
Diamond RM
ADIB
02.2021 - 10.2022
Wealth Manager
CIB
02.2017 - 09.2020
Senior Business Developer
Orient Elfuttaim
01.2014 - 01.2017
Financial Specialist
Allianz
03.2011 - 02.2013
ICWM
CISI
MBA -
Arab Academy For Science And Technology
Diploma - economics
Suez Canal University
Accounting -
Suez Canal University