In this role, I ensured the efficient portfolio and account management for large private wealth clients and was their primary point of contact across multiple offshore jurisdictions. As part of a 3-member team, I supported and managed Private clients with a book size exceeding US$300M. My achievements include: • successfully onboarding all key client accounts and security deals onto the DIFC platform ahead of the expected schedule and in line with all regulatory guidelines• reducing… Show more In this role, I ensured the efficient portfolio and account management for large private wealth clients and was their primary point of contact across multiple offshore jurisdictions. As part of a 3-member team, I supported and managed Private clients with a book size exceeding US$300M. My achievements include: • successfully onboarding all key client accounts and security deals onto the DIFC platform ahead of the expected schedule and in line with all regulatory guidelines• reducing turnaround times and increasing efficiency for deal executions, agreements, contracts and onboarding by reviewing and reengineering existing processes Show less

Here I supported the Sales Team managing the Ultra High Net Worth Non-Resident Indian client portfolio. I assisted with the day-to-day management of a portfolio with over US$600M assets under management and handled all administrative aspects of big-ticket investment deals.In addition, I was the Subject Matter Expert for complex transactions and regulatory requirements and ensured robust documentation checks in compliance with the DFSA regulations and conducted Anti Money Laundering (AML)… Show more Here I supported the Sales Team managing the Ultra High Net Worth Non-Resident Indian client portfolio. I assisted with the day-to-day management of a portfolio with over US$600M assets under management and handled all administrative aspects of big-ticket investment deals.In addition, I was the Subject Matter Expert for complex transactions and regulatory requirements and ensured robust documentation checks in compliance with the DFSA regulations and conducted Anti Money Laundering (AML) and Know Your Customer (KYC) monitoring.Other activities included: • Appraising, monitoring and reviewing credit facilities and restructured limits • Collaborating with cross-functional counterparts in offshore jurisdictions (Geneva, London, Jersey and Singapore) to ensure efficient transaction and service delivery• Facilitating over US$300M in Universal Life Insurance for UHNW individuals Show less

I supported and marketed investment, trust and financial planning solutions to Private Clients. I managed all post-sales client relationships, investments and transactions for a High Net Worth client portfolio with US$50M assets under management. During my time here, I: • Won repeat business and client loyalty by providing exceptional service and timely execution of transactions – trade settlements, delivery of securities, corporate action, fund payments and receipts and loan renewal and… Show more I supported and marketed investment, trust and financial planning solutions to Private Clients. I managed all post-sales client relationships, investments and transactions for a High Net Worth client portfolio with US$50M assets under management. During my time here, I: • Won repeat business and client loyalty by providing exceptional service and timely execution of transactions – trade settlements, delivery of securities, corporate action, fund payments and receipts and loan renewal and repayments • Engaged cross-functional stakeholders across multiple geographies (Zurich, Luxembourg and Singapore) to ensure efficient transaction and service delivery Show less

Directly supporting the Head of Global Securities and Equities, MENA, I assisted the Global Securities team with new client onboarding, client activities and trade settlement reviews. Additionally, I ensured the seamless day-to-day operations of the office including complex calendar management for senior internal and external stakeholders, generating expense reports, securing cost approvals, processing medical claims and organizing industry conferences.

In this role, I maximized Credit Card sales and revenue and increased product visibility through marketing initiatives. I supervised and coached a team of 13 sales agents to achieve top-tier results and exceed sales targets by 120%. I also established and grew strong client relationships and managed key business accounts.

I led, trained and motivated a multi-cultural team of 10 call centre officers to consistently meet service standards while ensuring all Key Performance Indicators (KPIs) were met by monitoring and evaluating performance, giving feedback and coaching the team.

In my first corporate role, I advised clients on financial matters and recommended need-based solutions at the Call Centre. I won awards for superior sales and service by consistently meeting sales and cross-sell targets for Assets, Liabilities and Investment products. I also trained new joiners on product and service propositions.