ROMISAA BELAL EL SAYED ISMAEIL
Senior Wealth Manager
El-Sheikh Zayed City
Summary
Dedicated professional experienced in private banking and wealth management. Known for exceptional multitasking and communication skills, with a focus on delivering tailored financial solutions that enhance client satisfaction and optimize investment performance.
Overview
8
8
years of professional experience
3
3
Languages
Work History
Senior Wealth Advisor
Commercial International Bank
01.2024 - Current
- Collaborated with cross-functional teams to deliver holistic financial planning services to high-net-worth clients.
- Led educational seminars on various financial topics, promoting the firm''s expertise within the community.
- Implemented tax-efficient investment strategies, optimizing client portfolio performance.
- Streamlined processes for account opening, transfers, and maintenance, improving overall efficiency in client servicing.
- Informed clients of strategies for reducing debt and maximizing savings.
- Assisted clients with budgeting and cash flow management.
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
Plus Banker
Commercial International Bank - CIB
08.2022 - 12.2023
- Strengthened customer relationships through attentive service and prompt resolution of inquiries.
- Delivered exceptional customer service, addressing concerns promptly and professionally to ensure client satisfaction.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services to achieve more than 120%
Senior Personal Banker
Commercial International Bank - CIB
10.2021 - 07.2023
- Enhanced customer satisfaction by providing personalized banking solutions and prompt service.
- Strengthened client relationships through consistent follow-ups and proactive communication.
- Conducted financial reviews for customers, identifying opportunities for cross-selling additional products and services.
- Developed strategies to acquire new clients, expanding the bank''s customer base and market share over 100% .
- Collaborated with branch team members to ensure seamless execution of daily operations and optimal customer experience.
Direct Sales Officer
Commercial International Bank - CIB
05.2018 - 09.2018
- Utilized data-driven decision-making techniques to inform strategic planning processes and measure progress towards goals to increase sales above 100%
- Conducted thorough investigations into complex cases, leading to successful resolution of numerous high-profile incidents.
- Developed and implemented strategic plans to address community concerns, fostering stronger relationships between force and public.
- Managed departmental budgets effectively, ensuring optimal allocation of resources for necessary equipment and training.
- Collected, arranged, and input information into database system.
- Maintained database systems to track and analyze operational data.
- Developed effective improvement plans in alignment with goals and specifications.
- Helped meet changing demands by recommending improvements to business systems or procedures.
Education
Bachelor of Arts - Accounting
Cairo University
Giza 04.2001 -
High School Diploma -
EXPERIMENTAL SCHOOL
Cairo, Egypt 04.2001 -
Skills
Private banking
Investment strategies
Portfolio management
Business succession planning
Multitasking Abilities
Excellent communication
Financial budgeting
Problem-solving abilities
Accomplishments
- Achieved more than 200% in wide bank products in 2025 by with accuracy and efficiency.
- Ranked from the top 20 Senior wealth managers across CIB 2025
- Achieved the highest number of New to Bank customers with achievement exceeding 130%
- Ranked no.1 over the Direct sales Channel 2019-2020
Timeline
Senior Wealth Advisor
Commercial International Bank
01.2024 - Current
Plus Banker
Commercial International Bank - CIB
08.2022 - 12.2023
Senior Personal Banker
Commercial International Bank - CIB
10.2021 - 07.2023
Direct Sales Officer
Commercial International Bank - CIB
05.2018 - 09.2018
Bachelor of Arts - Accounting
Cairo University
04.2001 -
High School Diploma -
EXPERIMENTAL SCHOOL
04.2001 -