Summary
Overview
Work history
Education
Skills
Languages
Certification
Timeline
Generic

Jameel Fathullah

Jeddah

Summary

Strategic Investment Director with over 20 years of experience in banking and real estate sectors. Currently leading the investment Division at DARCO Real Estate, overseeing portfolio exceeding SAR 1,5 billion. Proven expertise in strategy, team leadership, risk evaluation, financial planning, investor relations, and Vision 2030- aligned initiatives.

Overview

20
20
years of professional experience
1
1
Certification

Work history

Investment Director

DARCO
06.2024 - Current

Planning, organizing, leading, and supervising the company's marketing, operations, and investment activities using the most efficient and cost-effective methods to achieve the company's growth objectives. This includes contributing to the development to strategic plans for these activities in alignment with the company's overall strategy, making key decisions that enhance the company's identity, strengthen its financial health, and focus on achievement goals, growth, and profitability.


* Investment Strategy Devlopment:

- Develop and update real estate investment strategies aligned with the company's short- and long- term goals.

- Analyze the real estate market to identify high-return, low-risk investment opportunities.

* Project Analysis & Evaluation:

- Conduct financial and technical feasibility studies for proposed real estate projects.

- Assess the risks and opportunities associated with each investment.

* Investment Portfolio Managment:

- Monitor the performance of existing real estate assets to ensure target returns are met.

- Rebalance the portfolio when necessary to optimize risk-return profiles.

* Stakeholders Communication:

- Establish strong relationships with investors, banks, and financial institute.

- Prepare regular investment performance reports for senior management and stakeholders.

* Team Leadership:

- Supervise investment analysis and project managers.

- Develop team capabilities, drive efficiency, and ensure departmental goals are met.

* Compliance & Regulation:

- Ensure all investment activities comply with local and international regulations.

- Review contracts and legal documentation related to real estate projescts.

Premier Center Manager Westren Region

AlAWAL SAB
Jeddah, Saudi Arabia
01.2005 - 04.2024
  • Keeps abreast with latest products/services designed to help in wealth management, day-to-day banking transactions, and other services to cater to premier customers.
  • Developed strong teams by skillfully recruiting, orienting and training loyal, hard-working employees.
  • Conducted audits and risk assessments to achieve regulatory compliance.
  • Upskilled staff through targeted training opportunities, enhancing team capabilities.
  • Planned and managed resources and budget to support and deliver objectives.
  • Managed staffing schedules for high numbers of employees, delivering operational efficiency whilst remaining under budget.
  • Applied expertise in team leadership to address productivity and performance issues, motivating staff to achieve KPIs.
  • Designed long-term business strategy to guide leadership decision-making.
  • Introduced new opportunities for team building and communication, resulting in better team performance.
  • Conducted periodic performance reviews for direct reports.
  • Outlined annual and quarterly priorities to guide departmental growth.
  • Conferred with clients to assess objectives and make informed financial recommendations to achieve specified goals.
  • Recommended changes to client portfolios based on new information about market conditions.
  • Evaluated investment portfolio and recommended strategies to increase growth.
  • Communicated regularly with clients to discuss progress toward financial goals.
  • Developed strategic investment plans based on clients' risk tolerance.
  • Created investment capital and developed tactics to meet targets.
  • Updated clients on new financial products for improved investment possibilities.
  • Evaluated investment performance, recommending adaptations to maximise profit.
  • Used expert knowledge of investment markets to create profitable financial strategies.
  • Sourced new business through strategic networking to maximise investment opportunities.

Education

Banking Business

Financial Academy
Jeddah

Skills

  • Portfolio and Investment Managment
  • Broad knowledge of asset classes
  • Financial services expertise
  • Portfolio management
  • Team supervision
  • Operations management
  • Team building
  • Regulatory compliance
  • Programme development
  • Communication skills
  • Programme development
  • Time management
  • Financial planning
  • MoneyGuidePro
  • Networking and relationship building
  • High Net Worth client management
  • Needs analysis
  • Cash flow modelling
  • Financial advice
  • Increasing savings
  • Developing financial plans
  • Public relations

Languages

English
Advanced
Arabic
Native

Certification


  • Account Relationship Management
  • Manazel Training
  • Consultative Sales Sills for Relationship Manager
  • Coaching to build capacity / compliance.
  • Leading teams AML 1
  • SABB International Standards
  • Managing Productivity – Branch Simulation Programs
  • FATCA & CRS
  • Think YES!
  • Email security and phishing recognition
  • Compliance awareness session AB&C
  • Protecting Our information
  • Coaching for customer experience
  • Managing Reputation Risks
  • My Responsibilities Regarding Financial Risks
  • Operational risk
  • Flexibility of Work Awareness
  • Global SABB Standards Email security.
  • Fraud Risk Awareness
  • Health and security
  • My financial crime risk responsibilities
  • Reputational risk
  • Mandatory email security
  • SABB code of conduct

Timeline

Investment Director

DARCO
06.2024 - Current

Premier Center Manager Westren Region

AlAWAL SAB
01.2005 - 04.2024

Banking Business

Financial Academy
Jameel Fathullah