Ahmad Al Oqiel

- Manage and enhance client portfolios through tailored investment strategies, driving growth and value.

- Lead marketing initiatives for investment products targeting High Net-Worth Individuals, institutional clients, government entities, semi-government organizations, and non-profits, improving client engagement and portfolio performance.

- Deliver comprehensive client reporting and investment analysis to inform strategic decision-making and support fundraising efforts.

- Delivered comprehensive cash management solutions for government and semi-government sectors, optimizing financial operations.

- Managed sales solutions and services for global and multi-national organizations, enhancing client satisfaction and operational efficiency.

- Designed and executed comprehensive cash management solutions for investment and insurance companies across the Kingdom, enhancing financial operations and client satisfaction.

- Successfully expanded a 150 million SAR portfolio to approximately 3 billion SAR within 1.4 years, demonstrating strategic growth and market impact.

- Oversaw the full cash management lifecycle for investment and insurance clients, ensuring seamless service delivery and compliance.

- Coordinated cross-selling initiatives with corporate and retail banking teams, maximizing revenue opportunities.

- Led the migration of clients from manual cash management processes to advanced electronic solutions, improving efficiency and user experience.

Established and managed investment portfolios for High Net-Worth Individuals, delivering tailored advisory services to meet unique financial goals.

- Provided expert guidance on investment products, driving client engagement and satisfaction.

- Led fundraising initiatives for banking and investment products, enhancing portfolio value and client relationships.

- Facilitated account openings and conducted thorough KYC processes to ensure compliance and risk management.

- Initiated and executed innovative sales and marketing strategies to drive growth in cash management solutions.

- Promoted comprehensive cash management offerings, increasing client adoption and satisfaction.

- Collaborated in product development to align solutions with client needs and market demands, enhancing service delivery and competitiveness.

- Managed online services for individual clients, ensuring optimal functionality and user satisfaction across remote delivery channels.

- Oversaw complaint management processes, enhancing service recovery and client trust.

- Implemented and maintained service quality standards for call centers, bank branches, and all service providers, driving improvements in customer experience and operational efficiency.