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.
. 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.
. 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.
. 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.
. 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).
Problem solving
Relationship building
Handling challenges while maintaining productivity