Peter Shaker
Cairo,Egypt
Summary
Accomplished banking professional with 16 years of progressive experience across Sales, Customer Service, and Senior Relationship Management. Proven expertise in portfolio management, credit assessment, and revenue growth. Holds a Bachelor of Commerce in Accounting (2009), Credit Course Certification, and currently preparing for CFA Level I, combining extensive banking experience with strong financial and credit analysis capabilities
Overview
15
15
years of professional experience
5
5
years of post-secondary education
Work History
Premier financial consultant
HSBC bank
Cairo
01.2025 - Current
- Developed comprehensive financial plans for clients, enhancing their investment strategies and overall asset management.
- Analyzed and assessed client financial situations, leading to tailored recommendations that improved portfolio performance.
- Facilitated client meetings to review financial goals, fostering strong relationships and ensuring client satisfaction with services.
- Build and nurture strong, long- lasting relationships with portfolio of clients
- Develop and implement strategies to increase the value of existing clients.
- Grow the business by identifying new sales and business development opportunities
- Communicated regularly with clients via phone calls or emails regarding updates on their investments or other relevant information about the markets.
Premier Relationship Manager
HSBC bank
Cairo
02.2022 - 12.2024
- Cultivated strong client relationships by delivering personalized financial solutions, enhancing customer loyalty and retention.
- Developed tailored investment strategies by analyzing market trends, resulting in improved client portfolio performance.
- Collaborated with cross-functional teams to streamline processes, increasing operational efficiency and reducing turnaround times.
- Coached junior staff members in delivering exceptional customer service standards.
- Facilitated timely resolution of customer complaints by liaising with internal stakeholders.
- Collaborated with team members on cross-selling initiatives aimed at expanding existing accounts.
- Identified opportunities for cross-selling and upselling financial products to meet clients' objectives.
- Managed portfolio of client accounts, ensuring high levels of satisfaction and loyalty.
- Established strong relationships with clients through regular, personalized communication.
- Developed and executed strategies for customer retention and acquisition.
Sales and services officer
HSBC bank
Cairo
05.2017 - 02.2022
- Actively promote and sell products and services to new and existing customers to meet targets.
- Provide high-quality service, including handling inquiries, troubleshooting problems, and managing account-related requests.
- Build long-term client relationships to increase customer satisfaction and loyalty.
- Identify potential leads, cold call, and follow up to convert prospects into clients.
- Adhere to all policies, operational procedures, and, in banking, regulatory compliance standards.
Sales officer
HSBC Bank
Cairo
10.2010 - 05.2017
- Meet or exceed daily, weekly, and monthly sales quotas and targets.
- Collaborate with team members to
- Build, maintain, and nurture strong relationship with clients.
- Work collaboratively within teams to promote a positive work culture and deliver required objectives.
- Develop and implement effective sales strategies, product demonstrations, and presentations.
- Prepare sales reports, track KPIs, and conduct sales forecasting.
Education
Candidate For CFA Level I -
CFA
01.2026 - 02.2026
Certificate - Credit Course
Egyptian Banking Institute
08.2016 - 05.2017
Bachelor of Commerce - Accounting And Finance
Ain Shams University
Cairo 09.2005 - 06.2009
Skills
- Teamwork & Collaboration
- Strong Analytical & Problem-Solving Skills
- Communication Skills and time Management
- Financial analysis and Portfolio management
- Wealth management
Languages
Arabic
First Language
English
Proficient (C2)
C2
Timeline
Candidate For CFA Level I -
CFA
01.2026 - 02.2026
Premier financial consultant
HSBC bank
01.2025 - Current
Premier Relationship Manager
HSBC bank
02.2022 - 12.2024
Sales and services officer
HSBC bank
05.2017 - 02.2022
Certificate - Credit Course
Egyptian Banking Institute
08.2016 - 05.2017
Sales officer
HSBC Bank
10.2010 - 05.2017
Bachelor of Commerce - Accounting And Finance
Ain Shams University
09.2005 - 06.2009