Abdulaziz Matar
Riyadh
Summary
Dynamic Senior Investment Portfolio Specialist at Alrajhi Bank with expertise in investment strategy and data analytics. Proven track record in enhancing client satisfaction through effective relationship management and strategic decision-making. Adept at optimizing investment performance while minimizing risks, driving significant improvements in portfolio outcomes.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Senior Investment Portfolio Specialist
Alrajhi Bank
Riyadh, Saudi Arabia
09.2024 - Current
- Identified areas for improvement in performance of existing investments.
- Monitored market conditions and adjusted investment strategies to maximize returns while minimizing risks.
- Utilized financial analysis to prepare plans of action for investment.
- Engaging with stakeholders at various levels, including clients, end-users, and project teams, to gather input, address concerns, and ensure alignment between business needs, and project objectives.
- Collaborated with cross-functional teams to refine process workflows, optimizing resource allocation, and enhancing efficiency.
- Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
- Developed strong relationships with clients through regular communication and support.
- Analyzed data trends to support decision-making processes.
Relationship Officer
ANB Bank
Riyadh, Saudi Arabia
06.2019 - 08.2024
- Consulted clients on banking products and enabled clients to maximise benefits based on their unique needs.
- Played a key role in helping marketing teams with short- and long-term promotional projects to drive customer growth.
- Maintained accurate customer account data, processed manual forms, and facilitated digital information updates.
- Served a diverse range of clients, and developed financial solutions to address client challenges and business plans.
- Responsible for authorising loans within both real estate financing and personal financing.
Education
Bachelor of Science - Management Information Systems
University of Nebraska At Omaha
Omaha, Nebraska05-2019
Skills
- Investment strategy
- Data Analytics Solutions
- Client relationship management
- Business Intelligence Tools (BI)
- Stakeholder Management
- Project Management
- Customer Experience
- Communication skills
- Decision making
Languages
Arabic
First Language
English
Proficient (C2)
C2
Certification
- Investment
Timeline
Senior Investment Portfolio Specialist
Alrajhi Bank
09.2024 - Current
Relationship Officer
ANB Bank
06.2019 - 08.2024
Bachelor of Science - Management Information Systems
University of Nebraska At Omaha
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