Bahaa Majed AlAbdali
Riyadh,04
Summary
Dedicated AVP-level professional with 10+ years of experience in Trade Finance, Working Capital, and Client Advisory & Services. Currently leading the Trade Finance & Working Capital Advisory function in KSA, partnering with Sales, Product, and Operations to deliver tailored client solutions and superior client experience. Proven ability to manage strategic client relationships, act as senior escalation point, and drive governance while identifying opportunities for growth. Recognized for strong leadership, cross-functional collaboration, and the ability to align trade finance solutions with client needs and business objectives.
Overview
10
10
years of professional experience
1
1
Certification
Work History
AVP - Head of Trade Client Advisory & Services
JPMorganChase
09.2025 - Current
- Leading the Client Advisory & Services function within Global Trade & Working Capital, serving as the first point of contact for key clients across KSA and ensuring superior client experience.
- Owning the full transaction lifecycle post-sale, driving seamless execution of LCs, Guarantees, SCF, and Receivables Finance with a focus on speed, accuracy, and operational excellence.
- Managing client relationships at a strategic level, partnering with Operations, Trade Sales, Product, Credit, Legal, and senior stakeholders to deliver integrated trade finance solutions.
- Driving client advocacy by analyzing transaction trends and feedback, influencing product development and service enhancements in collaboration with Sales and Product teams.
- Shaping the client engagement strategy through site visits, training sessions, and client events, strengthening J.P. Morgan’s trade finance presence in the Saudi market.
- Leading governance and complex issue resolution, overseeing disputes, refusals, and escalations while ensuring compliance with regulatory requirements and alignment with Trade priorities.
- Enhancing transparency and reporting, tracking client transactions, producing comprehensive reports, and presenting insights to senior management and Trade leadership.
- Identifying opportunities for growth, streamlining processes, and supporting Sales in structuring new working capital solutions tailored to client needs.
Trade Finance KYC / AML Quality Control - Manager
JPMorganChase
01.2025 - 09.2025
- Lead end-to-end KYC/AML quality reviews of Trade Finance products &, ensuring accuracy, completeness, and compliance with regulatory and internal standards.
- Performed sanctions screening, CDD/EDD, and high-risk product due diligence (LCs, Guarantees, Receivables).
- Partnered with Compliance and Financial Crime teams to escalate suspicious activities and support audits.
Trade & Working Capital - Manager
JPMorganChase
01.2024 - 12.2024
- Managing the Local and global team.
- Managing full Trade Finance Transactions such as LC's Import / Export, Collection, Guarantees, Counter SBLC, Forfeiting and Receivables Financing.
- Managing the Syndication & Bilateral Loans along with Clients opening Accounts.
- Monitoring Trade Finance Transactions assigned to technician to ensure it is completed.
- Overseeing SAMA Regulatory Reports Monthly, Quarterly and Annually.
- Managing Clients queries, Escalation and Transactions SLA.
- Offering Guidance solutions and Advisory services to Clients.
- Collaborate & Meetings with the stakeholders, FI / Sales / Compliance and RM to dominate client relationships and requirements.
- Cooperating closely with the Trade Sales team to enhance client experience and support business growth.
- Formulating and reviewing the standards operating procedure (SOP's) and process
Trade & Working Capital - Supervisor
JPMorganChase
07.2021 - 12.2023
- Supervising a team of 5 Professionals.
- Controlling Trade Finance products Transactions such as documentary credits, collection, guarantees, SBLC , forfeiting and receivables financing.
- Manage different components of workload, client services and other internal and external reporting on daily basis ensuring adherence to designated deadlines and controls.
- To investigate, analyze and resolve customer inquiries/requirements..
- Monitoring of transactions assigned to technician to ensure it is completed.
Trade Finance - Officer
Bank Al-Jazira
12.2019 - 06.2021
- Letter of Credit and trade Documents Examiner based on UCP 600 & ISBP
- Verifier, Payments, Issuance, Amendment Import & Export Letter of Credit
- Assisting clients the requirements Terms of credit such as amount,insurance coverage and shipping conditions to determine compliance with established standards.
- Replying customer inquires.
- Review Letter of Credit Documents to determine compliance with International standards.
Trade Finance - Senior Processor
Samba Financial Group
01.2018 - 11.2019
- Responsible for Export / Import Letter of Credit ,preparing Documents and dispatching.
- Responsible for payment ( Sight and Usance).
- Investigating and replying to correspondence.
Trade Finance - Processor
Samba Financial Group
08.2015 - 12.2017
- Responsible for Export / Import Letter of Credit ,preparing Documents and dispatching.
- Responsible for payment ( Sight and Usance).
- Investigating and replying to correspondence.
- Processed funds transfer to customers.
- Responsible for documentary collection efficiently Booking and settlement.
Education
Bachelor of Business Administration - Faculty of Economics And Administration
King Abdul Aziz University
06.2019
Skills
- Multitasking
- Leadership
- Strong communication skills
- Time Management
- Extremely organized
- Self motivated
Certification
CENTER OF BANKING AND FINANCE
- BASIC TRADE PRODUCTS
- SWIFT TRADE
- COMPLIANCE & AML
- BANK BOOKKEEPING
- SELF -DEVELOPMENT
- EFFECTIVE CUSTOMER SERVICE
LANGUAGES
Arabic Native
English
Full Professional
Timeline
AVP - Head of Trade Client Advisory & Services
JPMorganChase
09.2025 - Current
Trade Finance KYC / AML Quality Control - Manager
JPMorganChase
01.2025 - 09.2025
Trade & Working Capital - Manager
JPMorganChase
01.2024 - 12.2024
Trade & Working Capital - Supervisor
JPMorganChase
07.2021 - 12.2023
Trade Finance - Officer
Bank Al-Jazira
12.2019 - 06.2021
Trade Finance - Senior Processor
Samba Financial Group
01.2018 - 11.2019
Trade Finance - Processor
Samba Financial Group
08.2015 - 12.2017
Bachelor of Business Administration - Faculty of Economics And Administration
King Abdul Aziz University
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