
Timeline
Skills
AnalysisAsset managementBankingBusiness analysisBusiness developmentCommercial bankingCorporate financeCreditCredit analysisCredit riskCrmCross sellingCustomer relationsCustomer serviceFinanceFinancial analysisFinancial modelingFinancial riskFinancial servicesInvestment bankingInvestmentsIslamic financeManagementMicrosoft excelMicrosoft officeMicrosoft power biMicrosoft projectNegotiationPersonal financePortfolio managementProduct designProduct developmentProduct innovationProduct launchProduct managementProduct marketingProject managementProject planningRelationship managementRetail bankingRisk managementSalesSavingSavingsSharepointStrategyTeam managementTime managementTrade financeWealth managementAbout me
Specialties: Financial and Banking Services Business and Product Development | Economics | Wealth Management | Personal Finance
Education

King saud university
2002 - 2006Bachelor economics
Experience

Sabb
May 2008 - Apr 2012Contribute to the success of the Advance program by providing fast, efficient and quality service to Advance customer and assists the branch manager in maintaining and developing Advance business in the branch. Enhance overall customer relationship. Expand the branch deposit base by attracting existing customers and new customers with quality service. Ensures to control erosion of the balances. Active cross selling of SABB products.Ensure efficient processing of Advance customer requests. The major challenge faced is to maintain a superior level of communication with each individual Advance customer and to retain/increase the account balances. Good exposure of calling on customers to gain business commitment Show less
Investment Relationship Manager
Jan 2012 - Apr 2012Advance Relationship Officer
May 2008 - Jan 2012

Hsbc saudi arabia
Apr 2012 - Mar 2016Business development managerI am promoting the range of investment funds and discretionary portfolio management - DPM - services to high net wealth clients, companies and semi-government organizations. I also assist to develop and create the structure of wide range of bank investments products to the potential clients. I also attract and negotiate companies who would like to go IPO or raise their capital through Bonds or Sukuks. My primary objective is to help my company to acquire new sales opportunities in terms of investment banking. Show less

Derayah financial
Mar 2016 - Dec 2016Financial advisor- Advised prospective clients and maintained existing relationships with high net worth clients, corporates and semi-government institutions.

Sidra capital
Dec 2016 - Jun 2018Regional business development manager- Managed the central region asset management sales and wealth management.- Expanded assets management and advisory business

بنك البلاد | bank albilad
Jul 2018 - Jun 2019Liability product manager• Develop, launch, monitor, and manage a range of Liability Products. This includes:- Idea generation - Feasibility assessment- Initial stakeholders’ alignment (business lines, compliance, sharia, risk, etc)- Designing of product workflow, client journey, accounting cycle - Drafting of terms and conditions with compliance sign off- Obtaining internal approval from all departments.- Regulatory approvals - Coordination with IT (Change Request, CAB review development, testing, etc)- Staff training material and internal announcement - Monitoring and reporting .- Continuous evaluation and improvements .• Responsibilities and track record:- Managing three liability products with a portfolio of SAR60bn, such as Albilad Account- Designed/designing five liability products with two that are new in the market (based on innovative behavior economic principles) Show less

Asem alruhaily financial consultancy
Jun 2019 - nowFounder and ceo
Licenses & Certifications
.webp)
Wealth and investment management cme-4
The chartered institute for securities & investment (the cisi)Feb 2022
The general securities qualification certificate (cme-1)
Capital market authorityJan 2013- View certificate

Inbound certified
HubspotMay 2020
Languages
- arArabic
- enEnglish
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