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Khaled Al-Zughaibi
VP | Regional Head - Corporate & Private Clients | Treasury Financial Solutions | FX, Interest Rates, Derivatives & Structured Solutions | Driving Revenue Growth & Client Strategy
Riyadh
Work Preference
Summary
Dynamic treasury dealer and banking professional with over 17 years of expertise in Treasury Financial Solutions, currently serving as the Regional Head of the Private Banking Unit at CR. Recognized for a strong track record in problem-solving and delivering exceptional client satisfaction while fostering long-term relationships. Eager to embrace a challenging role that leverages advanced interpersonal skills, effective time management, and strategic problem-solving abilities to drive organizational success. Committed to enhancing client experiences and contributing to innovative financial solutions in a fast-paced environment.
Overview
17
17
years of professional experience
1
1
Certification
2
2
Languages
Work History
VP, Regional Head of Private Unit, Treasury Financial Solutions
Riyad Bank
03.2023 - Current
- Enhanced client satisfaction by addressing concerns promptly, resolving issues efficiently with tailored solutions.
- Serviced accounts to maximize revenue and implemented sales strategies to increase client satisfaction.
- Increased revenue by identifying new business opportunities and closing high-value deals.
- Successfully managed targets and allocated resources to maximize productivity and profitability.
- Led cross-functional teams to achieve regional goals and improve overall business performance.
- Mentored junior team members for career growth, contributing to a skilled and motivated workforce.
- Aligned regional objectives with overarching organizational goals to ensure comprehensive success across all areas of operation.
- Cultivated a high-performance environment through effective goal-setting and ongoing performance monitoring.
- Evaluated employee performance and conveyed constructive feedback to improve skills.
Act. Head of Private Banking Sales Unit
Riyad Bank
06.2021 - 03.2023
- Managed buy/sell transactions for financial instruments.
- Developed and maintained strong relationships with clients, resulting in increased business opportunities.
- Oversaw talent acquisition efforts, selecting top candidates who contributed significantly to organizational success.
- Enhanced team productivity by providing training and mentorship to junior staff members.
- Promoted and led performance enhancement culture by actively coaching and mentoring direct reports.
- Held weekly meetings to create business plans and pipelines to drive successful business.
- Established policies and procedures that improved operational efficiency within the organization.
AVP, Treasury Senior Dealer
Riyad Bank
06.2015 - 06.2021
- Directed Treasury Financial Solutions department in Eastern Region.
- Promoted FX and Interest Rate hedging solutions.
- Built and maintained client relationships.
- Contributed to team objectives in fast-paced environment.
- Treasury Cross-Sell Award recipient (2015, 2017).
- Increased sales revenue by developing and maintaining strong relationships with key clients.
- Delivered compelling presentations that clearly communicated the value of products or services offered, resulting in increased closed deals.
- Boosted repeat business by establishing trust and rapport with clients, ensuring long-term loyalty.
- Exceeded sales targets through excellent product knowledge and persuasive communication skills.
- Responded promptly to customer inquiries, resolving issues quickly and maintaining high levels of satisfaction among clients.
Treasury Dealer
Riyad Bank
03.2009 - 06.2015
- Proven ability to learn quickly and adapt to new situations.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Worked effectively in fast-paced environments.
- Worked flexible hours across weekend and holiday shifts.
- Provided quotations and information to corporate clients on various Treasury structured products.
- Handled corporate region's clients to keep relationship in addition to do marketing, pricing, visiting and creating new Treasury's clients.
Education
Bachelor of Science - Finance
King Fahd University of Petroleum And Minerals
Dhahran, Saudi Arabia02.2009
Skills
Independently motivated
Effective leadership
Team leadership
Cross-functional teamwork
Analytical problem-solving
Prioritization and scheduling
Effective communication
Effective negotiation abilities
Profit enhancement techniques
Sales expertise
Skilled in managing high-pressure situations
Adaptable learner
Certification
The ACI Dealing CertificateThe ACI Dealing Certificate - Passing Mark: 81.25%
Accomplishments
- Generated recurring treasury flows from corporate and private banking clients, contributing multi-million SAR annual revenue through FX hedging, interest hedging and structured deposits.
- Structured hedging strategies during high-volatility periods to mitigate client exposure to FX and interest-rate fluctuations.
- Ensured suitability and appropriateness of treasury products in line with regulatory and internal governance standards.
- Acted as subject-matter expert for treasury solutions across regional relationship teams.
- Trained relationship managers on pricing, product suitability and hedging concepts.
- Built treasury awareness within corporate and private banking, improving quality of client discussions and referrals.
- Revived inactive client relationships by introducing customized hedging and yield-enhancement strategies.
ON JOB TRAINING
- FX Trading Technical Analysis
- Leadership Transition Program
- London Metal Exchange
- ACI Diploma Preparation Training
- AML, KYC, Fraud and Operational Risk
- Information Security and Compliance
- Advanced Derivatives: Applications, Pricing & Hedging
- Sales Psychology Behavioral
- Operational Excellence in Banking
- Productivity, Focus, and Time Management
- Building Trust and Professional Integrity
- High Impact Presentation
- FX & Money Markets
- CTP Exam Intensive Preparation Course
- Treasury Products Workshop
- My Coach Training
- Advanced Negotiation Skills
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
The cave you fear to enter contains the treasure you seek.
Joseph Campbell
Software
Kondor
Murex
Languages
Arabic
Bilingual or Proficient (C2)
English
Advanced (C1)
Interests
Swimming
Running
Weight Lifting
Timeline
VP, Regional Head of Private Unit, Treasury Financial Solutions
Riyad Bank
03.2023 - Current
Act. Head of Private Banking Sales Unit
Riyad Bank
06.2021 - 03.2023
AVP, Treasury Senior Dealer
Riyad Bank
06.2015 - 06.2021
The ACI Dealing CertificateThe ACI Dealing Certificate - Passing Mark: 81.25%
03-2010
Treasury Dealer
Riyad Bank
03.2009 - 06.2015
Bachelor of Science - Finance
King Fahd University of Petroleum And Minerals