Haleema Khawar
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Haleema Khawar Email & Phone Number

MBA | CFA Level 2 Candidate | Financial Analysis | Research | Relationship Building at Investment Planning Counsel
Location: Canada 9 work roles 4 schools
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✓ Verified August 2026 3 data sources Profile completeness 100%

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Current company
Role
MBA | CFA Level 2 Candidate | Financial Analysis | Research | Relationship Building
Location
Canada
Company size

Who is Haleema Khawar? Overview

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Quick answer

Haleema Khawar is listed as MBA | CFA Level 2 Candidate | Financial Analysis | Research | Relationship Building at Investment Planning Counsel, a with 1047 employees, based in Canada. AeroLeads shows a matched LinkedIn profile for Haleema Khawar.

Haleema Khawar previously worked as Private Wealth Associate at Investment Planning Counsel and Assistant Relationship Manager (Private Bank) at Liechtensteinische Landesbank Ag. Haleema Khawar holds Master Of Business Administration - Mba, General, 4.0 from Abu Dhabi University.

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Investment Planning Counsel

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Profile bio

About Haleema Khawar

With over five years of experience in the private banking sector, I am a skilled and certified professional who can provide exceptional service and solutions to high-net-worth clients. As an Assistant Relationship Manager at Liechtensteinische Landesbank AG, I supported the Relationship Managers in managing a portfolios of clients across the Middle East and Europe, with assets under management exceeding $300 million. I contributed to the growth and retention of the client base by conducting market research, preparing investment proposals, executing transactions, and resolving queries. I also leveraged my analytical skills and knowledge of the Canadian securities market to obtain the Canadian Securities Course certification in November 2023, enhancing my credibility and competence in the industry. Previously, I worked as a Client Services Manager at Standard Chartered Bank, where I established and maintained strong relationships with existing and potential clients, as well as internal and external stakeholders, ensuring compliance and quality standards. I am passionate about delivering value and excellence to my clients, and I am always eager to learn and improve my skills and knowledge. I am looking for a challenging and rewarding opportunity to join a reputable and innovative organization that shares my vision and values of providing world-class private banking services.

Listed skills include Microsoft Office, Teamwork, Public Speaking, Microsoft Excel, and 11 others.

Current workplace

Haleema Khawar's current company

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Investment Planning Counsel
Investment Planning Counsel
MBA | CFA Level 2 Candidate | Financial Analysis | Research | Relationship Building
mississauga, ontario, canada
Website
Employees
1047
AeroLeads page
9 roles

Haleema Khawar work experience

A career timeline built from the work history available for this profile.

Client Services Manager (Private Bank)

Dubai International Financial Centre, Dubai, United Arab Emirates

May 2018 - Sep 2021

Teacher’S Assistant

Sharjah

Assisted professor in record-keeping including tracking attendance, grading exams, and calculating grades of 70 students per semester.

Sep 2016 - Jun 2017

Peer Tutor

Assisting students with math-related problems and helping them have a clear understanding of the concepts.

Sep 2014 - Jun 2016

Business Process Outsourcing Intern

Sharjah, United Arab Emirates

- Updating employee information on DynaPay- Updating employee information on HR Scan- Preparing pay slips manually- Payment processing in Royal Bank of Scotland - Booking vendor transaction payments on QuickBooks- Uploading payments on CitiBank- Bank Reconciliation - Booking client transactions in QuickBooks

Jul 2015 - Sep 2015
Team & coworkers

Colleagues at Investment Planning Counsel

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4 education records

Haleema Khawar education

Bachelor'S Degree, Finance, General

Activities and Societies: -Community Services volunteer -Member of AUS Model United Nations -Volunteer at the Deans Business Team -Member.

Cie A-Level, Business/Commerce, General

Arab Unity School

Activities and Societies: -Member of the Student Council 2012 - 2013 -Community Services volunteer Topper in the GCE A-Level examinations

Cie Igcse, Business/Commerce, General

Arab Unity School

Activities and Societies: -Member of the Student Council 2011 - 2012 Topper in the IGCSE examinations

FAQ

Frequently asked questions about Haleema Khawar

Quick answers generated from the profile data available on this page.

What company does Haleema Khawar work for?

Haleema Khawar works for Investment Planning Counsel.

What is Haleema Khawar's role at Investment Planning Counsel?

Haleema Khawar is listed as MBA | CFA Level 2 Candidate | Financial Analysis | Research | Relationship Building at Investment Planning Counsel.

Where is Haleema Khawar based?

Haleema Khawar is based in Canada while working with Investment Planning Counsel.

What companies has Haleema Khawar worked for?

Haleema Khawar has worked for Investment Planning Counsel, Liechtensteinische Landesbank Ag, Standard Chartered Bank, American University Of Sharjah, and Sheraa - Sharjah Entrepreneurship Center.

Who are Haleema Khawar's colleagues at Investment Planning Counsel?

Haleema Khawar's colleagues at Investment Planning Counsel include Tina Barreca, Michael Silver, Nadia Cardozo, Anthony Stallone, and Laura Blair.

How can I contact Haleema Khawar?

You can use AeroLeads to view verified contact signals for Haleema Khawar at Investment Planning Counsel, including work email, phone, and LinkedIn data when available.

What schools did Haleema Khawar attend?

Haleema Khawar holds Master Of Business Administration - Mba, General, 4.0 from Abu Dhabi University.

What skills is Haleema Khawar known for?

Haleema Khawar is listed with skills including Microsoft Office, Teamwork, Public Speaking, Microsoft Excel, Editing, Management, Research, and Leadership.

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