Sherif Essam, MBA

Vice President- Senior Account Manager at EFG Hermes
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Contact Information
us****@****om
(386) 825-5501
Location
Egypt, EG
Languages
  • Arabic Native or bilingual proficiency
  • English Full professional proficiency
Skills

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Bio

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Credentials

  • MBA
    Arab Academy for Science, Technology and Maritime Transport

Experience

  • EFG Holding
    • Egypt
    • Financial Services
    • 700 & Above Employee
    • Vice President- Senior Account Manager
      • Jan 2021 - Present

      Managing High Net Worth Client’s portfolios AUMS (45M USD)Providing Financial/Investment solutions, Advising and Risk profiling Acting in the client’s Best interest by acquiring the best Stock Quotes in the MarketDeveloping different trading strategies to best fit the client’s StatusConstructing Portfolios with Different Asset classes Tailored According to clients Risk Appetite and Profile Sourcing new Leads through cold calling and Business Referrals Presenting Ad-Hoc presentation to potential clients Act as a Liaison between clients and Credit department(Margin Trading) Continuously develop knowledge and information about competitor activity, pricing/tactics and Commissions charged to clients and communicate this within the divisionProject an image of trust & ensure a zero-error execution of transactional processing for Bid/Ask orders Show less

    • Vice president- Account manager
      • 2019 - 2021

    • Vice President
      • Jan 2018 - 2019

    • Associate Vice President
      • Jun 2015 - 2018

  • EFG Holding
    • Egypt
    • Financial Services
    • 700 & Above Employee
    • Associate
      • 2012 - 2015

  • EFG Holding
    • Egypt
    • Financial Services
    • 700 & Above Employee
    • Account Officer- analyst
      • Jun 2009 - Jan 2011

  • Strategic Securities Group
    • Egypt
    • Account Officer
      • Nov 2008 - Jun 2009

      Handling retail clients , Involved in technical analysis team, Sourcing new Leads through cold calling and Business Referrals Handling retail clients , Involved in technical analysis team, Sourcing new Leads through cold calling and Business Referrals

Education

  • Alexandria International School
    IGCSE
  • Alexandria University
    Bachelor of Business Administration (B.B.A.), Business/Commerce, General
    2004 - 2008
  • Arab Academy for Science, Technology and Maritime Transport
    Master of Business Administration (MBA), Investments and Securities
    2009 - 2012
  • CFA inistitute
    level one, Pass
    2011 - 2011
  • EFG Hermes investment banking program
    Pass
    2016 - 2016
  • pioneers american school
    American diploma

Community

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