Ahmed Elsayed Email & Phone Number

United Arab Emirates

United Arab Emirates

United Arab Emirates

Essential Functions Investment Management • Ability to establish client investment objectives including risk tolerance, asset allocation, and cash requirements • Develops an investment policy statement (IPS) with each client based on their goals, objectives and risk tolerance. Annually reviews IPS with client. • Implementation of investment plans • Translate investment policy to individual investment objectives • Monitor manager performance versus benchmarks and develops insights for clients regarding key contributors and detractors • Monitor asset allocation on a quarterly basis relative to policy and goals; evaluates need to rebalance • Reviews portfolio issues (i.e., liquidity events, capital calls, etc.) quarterly• Present alternative investment ideas to clients • Manage investment transition for new clients • Collaborates with and is accountable to the Investment Management & Research Team regarding investment strategy and client portfolio structure including, but not limited to, bringing impact/mission related investing ideas to the Manager Research team and helping to engage in due diligence on those ideas.• Provide recommendations to individuals and family foundations enabling them to fulfill their goals related to mission/impact investing • Evaluate large holdings for performance relative to the overall portfolio and plan strategies for diversification New Business Development and Marketing • Develops leads and referrals from current clients and outside contacts • Seek to increase current accounts through additions to AUM• Offer value-added fee-based services• Participate in sales meetings with prospective clients• Represent Threshold’s investment philosophy/views to colleagues, clients and prospects in person, or by written commentaries/white papers Supervision of Staff

Dubai Emirate, United Arab Emirates

Dubai

 Manage a portfolio of 302 HNW clients with different 67 Nationalities with total portfolio size of 265 Million AED to provide personalized service level and increase client's satisfaction level as well as the client's loyalty Understanding the clients investment profile and needs as well as Provide wealth Management solution ranging from capital appreciation strategy ( Mutual funds ) , Capital accumulation strategy ( Systematic saving plans) and fixed income strategy as well as family well-being protection plans ( Term Insurance ) and health protection plans (Critical Illness insurance ) to increase the wealth revenue as per assigned revenue target. Increase the ratio of New to investment clients within the portfolio Provide FX solution to the clients as well as increase the FX generated revenue from the clients and increase the activation of FX within the clients whose not using the bank FX solutions Grow the portfolio in terms of portfolio size as well as no of clients by targeting acquisition of new to bank clients through Linkedin and client referrals as well as increase the share of wallet of the portfolio clients. Cross sell other products of the bank ( Home Finance, Credit Card and Personal loan ) to the portfolio's clients as well as to the potential priority banking clients Coordinate with other departments to provide the superior customer service experience to the clients as well as solve all the compliance and anti-money laundry queries

Dubai-Uae

 To deliver superior customer service and achieve monthly team target in retail banking ( Credit card, Business loans, Business account , payroll accounts, Term deposit, current account ,saving account ) Establish business connections, attract potential clients and sees for the maximization of the branch retail market share while cross selling all banking products(including corporate) Receives and checks (Business) loan applications and all the necessary documents including the required collaterals in accordance with the bank’s procedures Verify that potential customer satisfy all criteria required of a 'desired customer profile' as outlined by the bank.

Finance, Charter Financial Analyst Candidate

Advance Analytical skills with deep studying of financial markets , risk management,Financial modeling and Asset pricing

Risk In Financial Asset

Risk In Financial Asset

Investments And Securities, Icwim Certified

ICWIM certified

Uae Rules And Regulations

Education record