Bachelor of Business Administration - Finance
Imam Abdulrahman Bin Faisal University
Dammam
Omar AlSaadi
Dammam
Summary
Finance professional with experience in wealth management and investment, alongside corporate financing through credit analysis and tailored funding solutions. Skilled in building strong client relationships and delivering strategies for long-term financial planning.
Skills
- Leadership
- Client Relationship Management
- Strategic Client Engagement
- Investment Analysis
- Credit & Risk Assessment
- Business Development
Education
Work History
Assistant Financial Advisor
The Family Office Company B.s.c
2025.08 - Current
- Managed relationships with HNW families and business owners, providing tailored investment solutions.
- Led client meetings and prepared proposals across private equity, private credit, and global portfolios.
- Coordinated with internal teams to ensure smooth onboarding, compliance, and timely client servicing.
- Built and maintained a strong pipeline through outreach, referrals, and continuous relationship development.
Senior Financing Solution Officer
Manafa Capital
2025.01 - 2025.08
Financing Solution Officer
Manafa Capital
2024.01 - 2025.01
- Identified and developed new business opportunities, expanding existing client bases.
- Expanded business sustainably by identifying opportunities to grow the portfolio and enhancing client relationships within network.
- Built effective networks across business areas, fostering relationships based on mutual trust and encouraging collaboration.
- Analysed risk across client assets, maintaining investment security.
- Provided financial analysis relevant to Financing, Merges and Acquisition.
Certification
- Certificate in Introduction to Securities & Investment (CME-1).
- Certificate in Corporate Finance (CME-5)
Languages
Arabic
Native
English
Fluent