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I have fifteen
years experience in investment advice. I have a proven record as a successful
Certified Financial Advisor and Private Banker. Competent adviser
status attained whilst working in Canada
and Dubai and full Financial Planner
Certified. I operate most effectively dealing with high net worth
clients. Business Development and networking have always been a key
part of my role.
SKILLS – ABILITIES
of investment products and services: Conventional e.
g. Mutual Funds, Bonds, Deposits, Shares, Futures
options and IPO
Islamic Products: Murabaha,
Musharaka, Mudaraba, Islamic Deposits, Sukuk ; Insurance, Takaful and
Trust products. Full training and learning courses on Investment Islamic
Knowledge of local
external environment clientele, competition and market and Knowledge
of current financial and economic events.
Fluent English and
and experience in giving public presentations.
Strong ability to make
Focus on results. Negotiation
skills. Perseverance. Selfreliance.
Investment Specialist/ Financial
Emirates nbd bank
Priority Banking, UAE Feb –August
Cultivate and manage new and existing
relationship of high net worth clients and their related businesses.
Develop sales plan for each relationship to offer a wide range of products
and services. Investment management, cash management, estate planning
liabilities and children education plans management. Coordinate events
and seminar for new business development.
Successful track records exceeding
target and the industry benchmark.
Top performer and
Strong skills on Bloomberg Reuters
and Pal track. Coaching and teaching sales methods to staff in branches.
Investment strategy; market growth
Islamic products offer to high
net worth clients e.g. Murabaha; Modaraba; Mosharaka, Sukuk Ijara; Sukuk
Musharaka; Takaful and more.
Large portfolio under management
Caisse Populaire de l’Ouest
de Laval, Laval, Québec, Canada
million dollars. Build and maintain customized highquality business
partnerships with existing and potential members and advise them on
how to reach their financial goals.
Propose an integrated
highcaliber service offering including the financial planning service,
to a client base made up of the largest savings holders at the bank
members with financial assets of $, or more to invest.
Help the bank reach
its development goals by prospecting, identifying and developing new
business opportunities, by soliciting clients and offer tailored personal
Maintain a high level
of expertise in the field of personal financial services and act as
a resource person within the organization.
Advises and guide RMs
on products accordingly to market needs
financial services specialist
financial Solutions to High Net worth Individuals as well as small to
mid sized businesses
Proposals and Performance Reports
by seeking new prospective clients with considerable asset base.
Allocated Portfolios utilizing Passive and Active Investment strategies
Wealth Management Consultant
seeking to discern my client’s needs and assist them in attaining
their financial goals
Guide my clients’
decision making as they deploy considerable assets among a variety of
Canadian Imperial Bank of Commerce, Laval, Quebec, Canada
senior Relationship manager
TD Canada Trust, Montreal,
Achieved revenue and customer
retention goals, while increasing client’s profitability through relationship
building outstanding service delivery cross selling and referral development.
Implementing Asset Allocated Portfolios
utilizing Passive and active Investment strategies.
Analyzed information and prepared
plans best suited to individual clients' requirements. Negotiate with
product suppliers for the best possible rates. Presented clients with
information on new and existing products and services. Built and maintained
strong relationships with clients, helping them to track their progress
over time. Provided clients with a high level of individualized customer
service. Review accounts on a regular basis to ensure compliance with
internal and external policies, guidelines, rules, and regulations.
financial services manager/
National Bank of Canada,
Small business account manager.
Provide advice to small business owners about commercial Credit lines
loans and over draft.
Identifying and developing new
Coaching and hiring
Heeenan Blaike Attorneys,
EDUCATION TRAINING – QUALIFICATIONS
Compliance and Practices
Handbook Course, Canadian securities, Montreal, Canada,
Course, Canadian Securities Institute, Montreal, Canada,
Funds, The Institute of Canadian Bankers, Montreal, Canada,
fin. pl., Institut de planification financière, Montreal, Canada,
Degree, Université du Québec à Montréal, Montreal, Canada,
Degree, Universite du Québec à Montréal, Montreal, Canada,
Certificate, StellaMaris, Montreal, Canada,
Member of the Chamber
of Commerce and Industry of Canada
Member of Bureau des
Services Financiers du Québec Financial Market Authority
Member of Institut
Québecois de Planification Financière
Access – Word Excel – Fortune
– InternetPowerPoint. Morning Star, Pal track and Bloomberg.
References upon request