Client Service Manager, Private Banking
Bahrain MAY 2008 - Quality planning and control in Private Banking department - Assisting RMs with regards to operational issues related to clients. - Reconcile with the b/o and FCU on incoming/outgoing funds from/to clients or external brokers - Prepare direct entry deals, carry on subscription processes for IPO's, rights and funds, follow up on corporate actions in the GCC markets and follow up on missing corporate actions to ensure no pending/ unmatched items with custodians and contact the counter parties for any discrepancies - Responsible for inquires received from custodian/holding companies for a settlement of corporate actions, follow up on outstanding issues with brokers to maintain perfect settlement reconciliation of corporate actions - Responsible to follow up on incoming compliance inquiries from our counterparties like handling distribution agreements and account opening documentations. - Establish pre-transactions processes; coordinate with the b/o, FCU, Treasury, AMLO, legal advisor and other banking divisions to carry on with Private Banking operational requirements. Expansion Manager, AIESEC Abu Dhabi, UAE SEP 2007 - Creating a Leadership organizational structure MAR 2008 o Education and coaching of other leaders in the Local Committee. o Creating a sustainable development of the leadership team in the Local Committee. - Representation of the organization within Abu Dhabi o Maintaining and building relationship with Colleges and Universities - Organizational Development of the Local Committee o Developing the Local Committee structure. o Alignment of the planning process and the goal setting in the local association.
