Experience

Contact Advisory Services Ltd.

• Malta
• Financial Services
• 1 - 100 Employee

• Chief Commercial Officer (CCO)

  • Jun 2023 - Present



Insignia Group of Companies

• United Arab Emirates
• Financial Services
• 1 - 100 Employee

• Head of Corporate Sales

  • Feb 2022 - Jun 2023

• Head of Business Development

  • Feb 2022 - Jun 2023

  I am an experienced Head of Business Development with a strong track record in strategic thinking, financial analysis, sales and leadership. I have a deep understanding of the financial services industry and a proven ability to identify and capitalize on growth opportunities. My skills in communication, negotiation, and relationship-building have enabled me to build strong partnerships with clients and internal stakeholders.



Self Employed

• United States
• 700 & Above Employee

• Property Advisor

  • 2021 - Feb 2022

  Specialized investment advice to clients looking to buy, sell or invest in property. These deals were undertaken both on a personal and corporate basis Specialized investment advice to clients looking to buy, sell or invest in property. These deals were undertaken both on a personal and corporate basis



HSBC

• United Kingdom
• Financial Services
• 700 & Above Employee

• Senior Premier Manager Wealth Management / Commercial Banking

  • 2017 - 2020

  Senior VIP Premier Manager HSBC Corporate Banking/Wealth • Responsible for managing a portfolio of the bank’s top customers at Corporate Banking Department. Managing their wealth by offering professional financial advice regarding Investments, Insurance and other Banking needs. Also responsible for carrying out their AML, due diligence and on boarding requirements. • Prospecting new business opportunities both for retail and commercial customers • Being the link… Show more Senior VIP Premier Manager HSBC Corporate Banking/Wealth • Responsible for managing a portfolio of the bank’s top customers at Corporate Banking Department. Managing their wealth by offering professional financial advice regarding Investments, Insurance and other Banking needs. Also responsible for carrying out their AML, due diligence and on boarding requirements. • Prospecting new business opportunities both for retail and commercial customers • Being the link between Corporate Banking Department and Wealth Management Department by deepening both business and personal relationship. • Responsible for achieving Wealth Sales target Show less Senior VIP Premier Manager HSBC Corporate Banking/Wealth • Responsible for managing a portfolio of the bank’s top customers at Corporate Banking Department. Managing their wealth by offering professional financial advice regarding Investments, Insurance and other Banking needs. Also responsible for carrying out their AML, due diligence and on boarding requirements. • Prospecting new business opportunities both for retail and commercial customers • Being the link… Show more Senior VIP Premier Manager HSBC Corporate Banking/Wealth • Responsible for managing a portfolio of the bank’s top customers at Corporate Banking Department. Managing their wealth by offering professional financial advice regarding Investments, Insurance and other Banking needs. Also responsible for carrying out their AML, due diligence and on boarding requirements. • Prospecting new business opportunities both for retail and commercial customers • Being the link between Corporate Banking Department and Wealth Management Department by deepening both business and personal relationship. • Responsible for achieving Wealth Sales target Show less



HSBC

• United Kingdom
• Financial Services
• 700 & Above Employee

• CDD & Remediation Team Leader

  • 2015 - 2016

  Responsible for leading a team at Business Banking Department to carry out the CDD remediation process of Business Customers. Responsible for leading a team at Business Banking Department to carry out the CDD remediation process of Business Customers.



HSBC

• United Kingdom
• Financial Services
• 700 & Above Employee

• Wealth and Insurance Business Development Manager

  • 2012 - 2014

  • Responsible for Business Development and Sales of a new Wealth Management Service being offered to Corporate and Business customers at Business Banking Centre. • Helped develop and launch innovative Wealth Management products (Investments & Insurance) together with our stakeholders to offer to our Corporate Customers. • Was responsible for training Commercial Relationship Managers in identifying and referring opportunities within their portfolio. • Responsible for sales… Show more • Responsible for Business Development and Sales of a new Wealth Management Service being offered to Corporate and Business customers at Business Banking Centre. • Helped develop and launch innovative Wealth Management products (Investments & Insurance) together with our stakeholders to offer to our Corporate Customers. • Was responsible for training Commercial Relationship Managers in identifying and referring opportunities within their portfolio. • Responsible for sales, business development and acquisition of new business. Show less • Responsible for Business Development and Sales of a new Wealth Management Service being offered to Corporate and Business customers at Business Banking Centre. • Helped develop and launch innovative Wealth Management products (Investments & Insurance) together with our stakeholders to offer to our Corporate Customers. • Was responsible for training Commercial Relationship Managers in identifying and referring opportunities within their portfolio. • Responsible for sales… Show more • Responsible for Business Development and Sales of a new Wealth Management Service being offered to Corporate and Business customers at Business Banking Centre. • Helped develop and launch innovative Wealth Management products (Investments & Insurance) together with our stakeholders to offer to our Corporate Customers. • Was responsible for training Commercial Relationship Managers in identifying and referring opportunities within their portfolio. • Responsible for sales, business development and acquisition of new business. Show less



CHILD CARE LEAVE

• Child Care Leave

  • 2009 - 2011



HSBC

• United Kingdom
• Financial Services
• 700 & Above Employee

• Financial Advisor – Commercial Customers Business Banking Centre HSBC plc

  • 2006 - 2009

  Responsible for the development of personal Wealth Management needs of commercial customers. Responsible for building and maintaining a healthy business relationship with our top Business Customers. Training Commercial Relationship managers to identify business opportunities and to gain knowledge in Wealth Management products. Liaising with Branch network and encouraging them to identify and refer business opportunities

• Financial Planning Manager

  • Mar 2002 - 2007

  Responsible for carrying out financial reviews and understanding customer’s current, medium and long term needs, providing recommendations to help customer achieve their financial goals whilst also maintaining Sales Quality Standards -Assisted the network to deliver the Branch Wealth Performance measures by planning and monitoring activity management.



HSBC

• United Kingdom
• Financial Services
• 700 & Above Employee

• Financial Planning Consultant

  • 2000 - 2002

  worked closely with management in the formation of the sales team / sales targets concept and developed sales techniques in line with HSBC standards; -Worked as Wealth Management Officer in several branches within the network. worked closely with management in the formation of the sales team / sales targets concept and developed sales techniques in line with HSBC standards; -Worked as Wealth Management Officer in several branches within the network.



Mid Med Bank

• Customer Service Official

  • Jan 1996 - Feb 2000