- Providing investment advice across the whole asset class spectrum with a focus on PERE deals (private equity and Real Estate) for UHNW clients based in the UAE- Working against ambitious and challenging financial objectives

- Providing investment advice across the whole asset class spectrum i.e. Cash equivalent, Fixed Income, Equities and Alternatives- Pitching investment ideas face to face and over the phone- Providing timely portfolio monitoring and portfolio reviews in line with the client's risk profile, financial needs and macro-economic environment

Actively advising a book of USD1.3bn (accounts USD10mln) identified as MENATs most actively trading HNW & UHNW clients and Third Party managersIdentifying and executing short term trading strategies on fixed income, equities, commodities, derivatives/options & FX

Managing USD1.5bn in customer assets from across the MENAT region 
Preparing and delivering bespoke investment proposals and portfolio reviews to HNW and UHNW clients prior to key meetings, events and presentations 
Working closely with Senior Investment Advisors and Relationship Managers in positioning the bank’s investment view proposing / implementing the most appropriate investment

• HSBC Private Bank MENA CEO Office & Swiss Private Bank CEO Office, Geneva – Business Manager Key contributions included the writing up of well-structured reports for consideration and approval by the Executive Members of the Swiss Private Bank as part of the development of the two year Swiss Bank Strategy.