Senior Wealth Manager-Private Banking

• Mar 2022 - Present

Private Banker-International Banking Services

• Mar 2018 - Mar 2022

• Sep 2016 - Feb 2018

 Ensure the implementation of the departmental standards, policies and procedures to ensure that all relevant procedural requirements are fulfilled while delivering a high quality and cost-effective service. Liaise with the Head of Branches in order to update on the status of branch operations and communicate any operational requirements. Liaise with the Branch Operations Manager in order to ensure compliance with operational guidelines, thus ensuring branch efficiency and quality and timely customer service. Review reports submitted by branch staff in order to ensure any necessary action is taken and/or follow up is made. Manage the day-to-day operations of the branch by providing expertise, encouragement, ensuring teamwork and aligning work processes in order to achieve high performance standards. Implement the performance management system in order to ensure subordinates’ awareness of respective accountabilities, meet established targets and objectives, and ensure employee engagement in a motivated work environment. Ensure the implementation of the branch sales plan as set by the Head of Branches in order to ensure that targeted revenues are met. Analyze, forecast and plan the branch office budget requirements for deposits, business/consumer loans, fee income, checking account growth and qualified referrals and Monitor the budget performance during the year. Grow the asset portfolio and the liability base (including all deposit products) in accordance with the departmental plans and strategy. Engage in sales and represent IBQ in order to promote IBQ’s image, enhance its reputation and optimize business opportunities thus revenues. Grow the customer base through cross selling efforts and others, emphasizing on the development and growth of customer relationships. Ensure high quality customer service and review customer complaints in order to maintain customer satisfaction and increase branch revenues. Show less

• Jul 2015 - Sep 2016

Managing the Bank@work sales team to ensure the achievement of the overall sales targets and ensure that general banking services are provided to existing and potential approved companies and customers and new relationships are continuously established in order to develop and increase bushiness profitability which achieving operational and customer service excellence.Direct and ensure the effective achievement of the bank@work team by setting department & individual objectives, managing and reviewing sales performance, developing and motivating staff, providing formal and informal feedback, and appraisal in order to maximize the department performance.Ensure the implementation of departmental standards, policies and procedures to ensure that all relevant procedural requirements are fulfilled while delivering a high quality and cost-effective service.Grow the asset portfolio and the liability base for the Retail Banking business in accordance with the departmental plans and strategy by growing the income by optimizing the relationship value through cross selling Retail Banking products & services.Develop and maintain the bank's most complex key relationships with strategically important existing and potential clients to maximize the revenue.Identify and establish new relationships, consistent with the bank's overall objectives, by planning and executing personal visits with the sales team to promote and establish new deals with companies as well as to strengthen mutual relationships.Benchmark IBQ product/service features and performance against the local competitors so that the product team are aware of market trends which helps in designing a competitive products.Providing weekly & monthly performance reports to the reporting manager the Head of Sales. Show less

• Sep 2009 - Jun 2015

Direct Sales Representative

• Feb 2009 - Sep 2009

Marketing Executive

• Jun 2006 - Feb 2009