Summary
Overview
Work history
Education
Skills
Timeline
Generic

Abdullah A AlQuhaidan

Summary

Contribute to realizing the bank's vision of becoming a leading global institution while strengthening the banking sector in alignment with the Kingdom's Vision 2030.

Overview

20
20
years of professional experience
4029
4029
years of post-secondary education

Work history

Team leader Private Banking

AlRajhi Bank
Eastern Province
06.2021 - Current

. Building and leading a divers and capable team for private banking with highest degree of knowledge to find investment & finance solutions to provide the best services.

· Organize effective teamwork plans and track, client's visits, overcome difficulties, communicate with other departments to facilitate all customer requirements to achieve the greatest benefit for all parties.

· Discussing new events that affect the markets so that the team is more effective.

· Authorize the employees to make decisions that contribute to strengthening the relationship with clients.

. End of 2024 honored by the CEO due to outstanding performance, achievement of goals and team contribution to the sales of the bank's products.

Senior Private Banker

SNB Bank
Eastern Province
01.2014 - 05.2021

. Managed client relationships by providing tailored services, investment opportunities, and financing solutions while optimizing portfolio growth. Consistently exceeded management expectations by achieving and surpassing targets.

. Benchmarked key achievements with the treasury department through successful deposits, currency sales, gold transactions, structured products, and hedging operations.

. Secured the largest financing portfolio in private banking.

. Delivered outstanding performance with SNB Capital by managing private portfolios and exclusive investment opportunities.

. Honored to attend a client gathering with SNB executives in Greece in 2019.

Wealth Manager

SNB Capital
Eastern Province
04.2008 - 12.2013

. Managing customer accounts and maintaining Customer Relationship Management, including analyzing financial information such as stocks and direct investments.

. Consistently achieving top performance targets across the Kingdom.

. Participating in internal and external wealth management courses and obtaining a Capital Market Authority license.

Relationship Manager

SAMBA Financial Group
AlKhobar
05.2005 - 04.2008

. Progressed from a customer service role to Diamond Relationship Manager.

. Managed and expanded a client portfolio, ensuring top-tier service and effective customer communication.

. Completed internal and external training in relationship management and communication skills.

. Earned a certified brokerage license from Tadawul and an investment license from the Banking Institute, in compliance with Monetary Agency regulations (BIC).

Education

Master of Management -

MIDOCEAN UNIVERSITY
UAE

Bachelor - Accounting

King Faisal University
KSA

Skills

Problem solving

Relationship building

Handling challenges while maintaining productivity


Timeline

Team leader Private Banking

AlRajhi Bank
06.2021 - Current

Senior Private Banker

SNB Bank
01.2014 - 05.2021

Wealth Manager

SNB Capital
04.2008 - 12.2013

Relationship Manager

SAMBA Financial Group
05.2005 - 04.2008

Master of Management -

MIDOCEAN UNIVERSITY

Bachelor - Accounting

King Faisal University
Abdullah A AlQuhaidan