NOURHAN ALY ALSAYED ALY
SENIOR WEALTH MANAGER - CIB EGYPT
Giza
Summary
Dynamic individual with hands-on experience in Wealth managment and talent for navigating challenges. Brings strong problem-solving skills and proactive approach to new tasks. Known for adaptability, creativity, and results-oriented mindset. Committed to making meaningful contributions and advancing organizational goals.
Overview
7
7
years of professional experience
1
1
Certification
3
3
Languages
Work History
Senior Wealth Manager
CIB Bank
04.2020 - Current
- Delivered exceptional client service through prompt communication, proactive problem-solving, and a commitment to always putting the client''s interests first.
- Provided ongoing portfolio monitoring services to ensure alignment of investments with changing market conditions or changes in client''s circumstances.
- Increased client satisfaction by providing personalized wealth management solutions and tailored financial strategies.
- Managed a diverse portfolio of high-net-worth clients, ensuring optimal asset allocation and risk management.
- Designed custom-tailored portfolios based on individual client needs, risk tolerance levels, time horizons, financial objectives.
- Developed comprehensive financial plans for clients, including investment strategy, retirement planning, and estate planning.
- Streamlined internal processes within the wealth management team to improve efficiency and enhance client service delivery.
- Cultivated strong relationships with clients through regular communication and in-person meetings to review progress toward financial goals.
- Conducted thorough analyses of market trends and economic indicators to inform investment recommendations.
Senior Personal Banker
CIB Bank
09.2017 - 04.2020
- Enhanced customer satisfaction by providing personalized banking solutions and prompt service.
- Developed strategies to acquire new clients, expanding the bank''s customer base and market share.
- Navigated challenging economic conditions, effectively managing risk while meeting sales targets consistently.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
Education
Bachelor - Commerce -English Section
CAIRO UNIVERSITY
Giza, Egypt 04.2001 -
Skills
Portfolio diversification
Investment strategies
Portfolio management
Business development
Financial planning
Teamwork and collaboration
Problem-solving abilities
Multitasking Abilities
Adaptability and flexibility
Active listening
Options trading
Accomplishments
- Top 1 in the Gold member bancassurance Contest by Achieving the highest score across the region for 3 Times during 2024 .
- Won more than a trophy in Achieving the highest scores in Credit cards , Unsecured loans and Overdrafts.
- A wall of fame member in 2024 for achieving 838% in Casa.
Certification
International Introduction to Securities &investment , Chartered institute for securities& investment ( CISI), [2022]
Additional Information
Date Of Birth: 20/01/1996
Nationality: Egyptian
Civil Status: Single
Timeline
Senior Wealth Manager
CIB Bank
04.2020 - Current
Senior Personal Banker
CIB Bank
09.2017 - 04.2020
Bachelor - Commerce -English Section
CAIRO UNIVERSITY
04.2001 -