Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Salah Alzayer

Khobar, ER,KSA

Summary

Seeking a challenging position that fully utilizes proven ability, education, and experience. Eager to contribute to organization growth and seeking opportunities for professional advancement by overcoming challenges.

Overview

22
22
years of professional experience
1
1
Certification

Work History

AVP- Eastern Region Corporate & Private Clients Manager

BSF Capital
01.2022 - Current
  • Developed and maintained strong relationships with clients, resulting in increased business opportunities.
  • Successfully managed change within the organization, ensuring smooth transitions during periods of restructuring or process improvements.
  • Managed projects efficiently, ensuring timely delivery and high-quality results.
  • Streamlined communication channels between departments, facilitating better collaboration on projects across the organization.
  • Improved customer satisfaction by streamlining processes and implementing new strategies.
  • Reported issues to higher management with great detail.
  • Negotiated price and service with customers and vendors to decrease expenses and increase profit.

Investment Advisor - Wealth Management - Private and Corporate Clients Segment

Saudi Fransi Capital
07.2016 - 12.2021
  • Understanding customer needs, help clients plan for their short-term and long-term financial goals, Provides the client with the investment opportunities, Meeting with clients and potential clients to go over investment strategies
  • Maintain an up-to-date knowledge of investment products, Prospect for new clients, Maintain and deepen relations with existing clients, Serving Individual and Institutional clients, doing other duties as assigned.
  • Analyzed market trends and economic data to make informed recommendations for clients'' portfolios.
  • Assisted clients with retirement planning, ensuring a secure financial future through strategic asset allocation and consistent saving habits.

Senior Broker - International Brokerage, GCC & MENA

Saudi Fransi Capital
07.2007 - 06.2016
  • Provide brokerage service to customers for investment products including equities, ETFs, fixed income & options, Execute orders from the Institutional clients/ Individual clients/ call center executive/front desk on telephone, fax, written order, email or any other form of authorized communication channels.
  • Maintain Customer Relationship by providing information about the Markets, Provide pre and post market update to assigned customers.
  • Coordinating between the back office and front office regarding cash transfer, security transfer, margin calls, complaints and corporate actions.
  • Contact all current client, discuss their needs/wants, inform clients of market movements and worldwide financial trends, Monitor trading & other activity at clearing firm.
  • Review daily trade reports, Review and address margin issues.
  • Supervision the new OMS project for International Brokerage, Training brokers and keeping with in accordance in the regulations of company and CMA, Other projects and duties as assigned.
  • Improved communication channels between brokers, traders, research analysts, ensuring seamless information flow across all departments.
  • Organized educational workshops for clients on various financial topics, promoting informed decision-making and deepening their understanding of investment options available in the market.
  • Responded via telephone and email to questions regarding licensing, commissions, website logins and website navigation.
  • Recorded supporting documentation for phone calls and written correspondence.
  • Completed training programs to remain updated and further develop proficiency of important industry information.
  • Prepared contracts and related documentation according to strict standards.

Equity Broker - Saudi Market

Banque Saudi Fransi / Fransi Tadauwl
08.2005 - 07.2007

Execute orders from the Institutional clients/ Individual clients/ call center executive/front desk on telephone, fax, written order, email or any other form of authorized communication channel, answering client's questions, keeping clients informed about their investments and changes in the market, instructing stock market traders to achieve the best market prices.

Project Coordinator

SETRA
12.2002 - 06.2005

Maintain of all ongoing projects within the project team, Co-ordinate between project team and warehouse team, Identifying, developing and maintaining stakeholder relationships, Assists in preparation of plans in coordination with the end-user on equipping and furnishing requirements for the new projects, Follow-ups: Pending items, Pending payment, new projects, Managing and coordinating all aspects of designated engagement projects, Being a member of other project teams and participating in the work of other Units, File all project documents (hard and soft copies).

Education

Bachelor of Economy -

King Faisal University (KFU)
KSA
10.2001

Skills

  • Excellent Communication Skills
  • Bloomberg & Reuters Skills
  • Knowledge of Financial Markets
  • Excellent Team Work
  • Technical Support
  • Customer Service
  • Operations Management
  • Administrative Support
  • Customer Relations

Certification

  • CME1,3 & 4 (Capital Market Exam)
  • Financial Analysis and Securities Valuation
  • Investment Representative Certificate (Series 7)
  • Technical Analysis Indicator
  • Securities Analysis and Valuation
  • Tadawul Certificate
  • AML (Anti Money Laundering)
  • Principles of global macro
  • Derivative Responsible officer Program (DROP)
  • Global Asset Allocation

Languages

Arabic
Native language
English
Advanced
C1

Timeline

AVP- Eastern Region Corporate & Private Clients Manager

BSF Capital
01.2022 - Current

Investment Advisor - Wealth Management - Private and Corporate Clients Segment

Saudi Fransi Capital
07.2016 - 12.2021

Senior Broker - International Brokerage, GCC & MENA

Saudi Fransi Capital
07.2007 - 06.2016

Equity Broker - Saudi Market

Banque Saudi Fransi / Fransi Tadauwl
08.2005 - 07.2007

Project Coordinator

SETRA
12.2002 - 06.2005

Bachelor of Economy -

King Faisal University (KFU)
Salah Alzayer