Vice President

• Jan 2021 - Present

Vice President

• Jan 2020 - Dec 2020

Deputy Investment Manager

• Aug 2014 - Jan 2020

In charge of relationships with all private banks, asset managers and investment banks. In charge of developing a comprehensive understanding of all distributor takaful/investment needs and objectives. Spearheading the development of investment/insurance products aimed at satisfying the needs and objectives of UHNI. Plan and develop specific segmented offerings and bundled products based on the needs of clients and distributors. Identify investment training gaps and developmental requirements, offer support and continuous coaching of distributors’ sales staff & wealth managers as required. Perform external fund manager's due diligence across various asset classes and negotiate terms of agreements. Conduct and chair a Joint-Investment Committee between SALAMA and the third party fund manager in order to monitor the performance of the fund managers in accordance with the respective investment guidelines and the relevant prospectus. Provide factual advice, guidance and recommendations on a wide variety of mutual funds and structured products. Conduct quantitative and qualitative research analysis to carry out rebalancing of in-house managed strategies. Ensure strict adherence and completion of all operational processes related to the investment department. Ensure strict compliance with statutory regulatory requirements, money laundering procedures and internal guidelines. Identify and develop talent within the function to ensure a robust succession plan. Issue weekly and monthly reports that are distributed to internal and external users. Organize and implement external/internal investment & sales trainings for banks and intermediaries, in order to enhance competitiveness & positioning. Develop & automate standard investment operating processes and strategies. Generate revenue by negotiating rebates with fund houses, product creation, and developing distribution arrangements with third party service providers. Show less

Junior Advisor

• Sep 2011 - Nov 2013

Aiding Senior Advisors in developing and maintaining portfolios of existing clients. Developing new prospects and connections to acquire new clients. Conduct reviews of existing clients’ portfolios; performance vs. risk tolerance. Organize clients’ meetings to recommend efficient investment strategies based on their risk and objectives. Develop marketing strategies to prospect new households and business owners. Train and supervise telemarketers. Aiding Senior Advisors in developing and maintaining portfolios of existing clients. Developing new prospects and connections to acquire new clients. Conduct reviews of existing clients’ portfolios; performance vs. risk tolerance. Organize clients’ meetings to recommend efficient investment strategies based on their risk and objectives. Develop marketing strategies to prospect new households and business owners. Train and supervise telemarketers.