Summary
Overview
Work History
Education
Skills
Software
Areas of Experience
Timeline
Generic

Adel Abdulrahman Al-Nasser

.
Riyadh - Saudi Arabia 

Summary

I am looking forward to achieve more growth in my career and contribute with my experience toward the organization's goals and success in its field. with 15 years  of experience in banks. 

Overview

17
17
years of professional experience

Work History

Vice President of Wealth Management

Al Rajhi Capital
03.2024 - Current
  • Formulate and implement bespoke investment strategies that align seamlessly with each client's unique risk tolerance, financial goals, and investment time horizon.
  • Deliver comprehensive financial guidance to high-net-worth clients, empowering them to optimize asset allocation, navigate market complexities, and achieve their wealth creation aspirations.
  • Cultivate and nurture enduring relationships with a discerning clientele, ensuring exceptional service, proactive communication, and unwavering commitment to exceeding their expectations.
  • Steer all operations and investment activities with meticulous adherence to the highest ethical standards and strict regulatory compliance, safeguarding client assets.
  • Proactively identify, meticulously assess, and effectively mitigate potential investment risks while pursuing optimal returns within each client's risk tolerance parameters.
  • Champion a culture of continuous learning and foster the professional development of our wealth management team, empowering them to deliver the most sophisticated and personalized client service experience.
  • Spearhead strategic business development initiatives to cultivate new client relationships, expand our high-net-worth client base, and achieve sustained growth in assets under management.

Director of Business Development

Alistithmar Capital
11.2023 - 03.2024
  • Led the development and execution of strategic business development initiatives to expand the bank's client base and achieve sustained growth.
  • Cultivated new client relationships, focusing on high-value segments such as corporate clients and high-net-worth individuals.
  • Identified new business opportunities by conducting market research, monitoring industry trends, and analyzing competitor strategies.
  • Built and maintained strong relationships with key decision-makers at potential and existing client companies.
  • Developed and implemented business development plans with clear goals, actionable tactics, and measurable metrics.

Acting Head of Business Development

Alistithmar Capital
05.2014 - 11.2023
  • Represents the company in direct contact with customers, attorneys, beneficiaries, and other related parties.
  • Researching the needs of other companies and learning who makes decisions about.
  • Contacting potential clients via email or phone to establish relationship and set up meetings.
  • Planning and overseeing new marketing initiative.
  • Attending conferences, meeting, and industry event.
  • Contacting clients to inform them about new development in the company's products.

<p>Senior Manager Wealth Management</p> <p></p>

Alinma Investment
05.2008 - 04.2014
  • Working with foundation team to obtain important licenses from (Capital Markets Authority of Saudi Arabia), to start company activities.
  • Start with foundation team to obtain special approvals to lunch investment funds.
  • Responsible for maintaining client relationships by coordinating administration of complex fiduciary, investment management, estate settlement, guardianship, and custody accounts.
  • Establishes and maintains the account, responds to client inquiries, produces action plans and reports, and overseas transaction processing in coordination with the client Support Services Team.
  • Relationship Building - able to personally provide high level of interactive service to internal and external clients. able to foster long term relationships.
  •  Analyze financial information collected from client, and assess their needs, to determine advanced strategies necessary to meet clients' objective.

<p>Customer Relationship Officer</p> <p></p>

Al-Bilad Officer
08.2007 - 04.2008
  • Maintain and expand the client relationship to ensure client outcomes are achieved.
  • Lead various project teams and critically evaluate current processes for improvement.
  • Promote an environment of open communication.
  • Focus on service quality and customer satisfaction.
  • Day to day execration of strategies.
  • Coach and develop Senior Supervisors.

Education

Master of Business Administration, Dar Al Uloom University, 2015  

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Bachelor of Business Administration, Imam Mohammed bin Saud University, 2013

Skills

    - Involve in new deal sourcing and also managed to refer a number of potential deals for Corporate Finance, Real Estate and Discretionary Portfolios

- Accountable for managing & expanding the UHNW & intuitional clients segments and to offer those full fledge investment services solutions tailored made to their requirements 

- Coordinate for introduction of new deals for the investment banking business as well as Real Estate investment opportunities 

Collaborate for covering institutional investors including pensions, endowments, universities, corporations and ultra-high net worth 

Participation in conduct regular market studies and analysis to map current business trends and assess competition in order to update sales plans and strategies to deliver predefined results 

Build and maintain good working relations with clients through prompt and courteous response to queries and requests, delivery of high quality services and resolution of complaints and issues 

Develop and maintain an up-to-date database of customers and suppliers to provide business planning and scheduling inputs for smooth operations 

Developed and implemented strategic marketing plans Stays abreast of changes in the marketing environment to best serve the objectives of the organization and adjusts plan accordingly 

Kept updated about marketing trends and monitor industry changes to maintain organization's competitiveness

Software

International Certificate in Wealth and Investment Management - (CME-4)

CME-1, Saudi Capital Market Authority License, CMA - Riyadh, KSA

English Language Seattle University - USA

Creative Problem-Solving Technique

Communication and Team Work Skills

Basics of Banking

Islamic Banking

Globus System

Developed communication skills (including performing technical report writing)

Financial Crime

Areas of Experience

  • Product Development and Business Innovation.
  • Lifecycle and Customer Experience Management.
  • Marketing Communication and Research Management.
  • Wealth Management.
  • Business Operation and Sales Managment

Timeline

Vice President of Wealth Management

Al Rajhi Capital
03.2024 - Current

Director of Business Development

Alistithmar Capital
11.2023 - 03.2024

Acting Head of Business Development

Alistithmar Capital
05.2014 - 11.2023

<p>Senior Manager Wealth Management</p> <p></p>

Alinma Investment
05.2008 - 04.2014

<p>Customer Relationship Officer</p> <p></p>

Al-Bilad Officer
08.2007 - 04.2008

Master of Business Administration, Dar Al Uloom University, 2015  

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Bachelor of Business Administration, Imam Mohammed bin Saud University, 2013

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Adel Abdulrahman Al-Nasser.