Financial Consultant with extensive experience in developing and sustaining long-term client relationships. Expertise in providing tailored financial advice and up-to-date market information. Proven track record in asset growth, customer retention, and risk mitigation, consistently achieving financial targets. Seeking opportunities to leverage banking knowledge and enhance professional exposure.
Overview
24
24
years of professional experience
Work History
Premier Financial consultant
HSBC Egypt
Cairo
2025.01 - Current
Consistently exceeded KPIs throughout tenure, driving branch profitability.
Achieved client financial objectives within specified timelines to enhance satisfaction.
Developed long-term client relationships by providing sound financial advice.
Implemented acquisition strategies to attract new salaried customers via TMLs and branch walk-ins.
Answered client inquiries comprehensively, fostering trust and confidence.
Acquired new clients through self-generated leads and strategic initiatives.
Contributed to overall branch performance through effective relationship management.
Premier Wealth Relationship Manager
HSBC Bank
Cairo, Egypt
2015.12 - 2024.12
Monitor good relationships with clients so that the business can maximise the value of those relationships.
Identifying key contacts at potential client companies to establish and foster a relationship.
Participate in one to one meetings with customers to explain services in an effort to guide thier choices.
Understand the problems and challenges of customers and identifying ways the business could better address those needs.
Grow the business by identifying new sales and business development opportunities.
Seek opportunities to cross-sell or up sell to exsisting customers.
Monitor and assess activities of our competitors to proactively satisfy and retain our customers.
Provide excellent service in order to maintain a positive reputation for the business.
Resolve any customer complaint in a prompt and professional way.
Met budget targets through responsible planning and resource allocation.
Resolved customer queries and problems using effective communication and providing step-by-step solutions.
Managed complaints with calm, clear communication and problem-solving.
Demonstrated consistent hard work and dedication to achieve results and improve operations.
Advance Relationship Manager
HSBC Bank
Cairo, Egypt
2008.06 - 2015.11
Met and exceeded personal sales, cross sales and quality referral targets.
Worked as part of a team to attract new customers and deepen customer relationships.
Provided an excellent customer service and made sure complaints are recorded and resolved efficiently.
Seek other opportunities while covering different areas of the banking hall and responding effectively to walk in business.
Sales and service officer
HSBC Bank
Cairo, Egypt
2006.01 - 2008.06
Customer Service Assistant
HSBC Bank
Cairo, Egypt
2004.02 - 2006.01
Branch secretary
HSBC Bank
Cairo, Egypt
2002.02 - 2004.02
Education
Skills
Well organised, effective, fast learner, confident, flexible and excellent under pressure
Professional and presentable
Good understanding of financial services industry
Full awareness of customer service conept
High product and system knowledge
Strong communication, influencing and interpersonal skills
IT skills and Development courses
Strong knowledge in windows, lotus notes, outlook and office
Senior Financial Advisor & Planner - Private Client Premier at EMPOWER PERSONAL WEALTH, LLCSenior Financial Advisor & Planner - Private Client Premier at EMPOWER PERSONAL WEALTH, LLC