Omar C.

Experience

• 

  Merrill Lynch International Inc.

  Mar 1998 - Mar 1999

  Financial Consultant

  - Acquisition and retention of clients by proposing investments based on ML research.- Responsible for IPO allocation for the Zurich branch.- Organizing investment product sales seminars for clients and prospects.

• 

  Arab Bank (Switzerland) Ltd.

  Apr 1999 - Oct 2002

  Account Officer/Relationship Manager

  - Managing client portfolios and advising them on suitable investments in line with their risk profile. - Prospecting for new clients and maintaining long term relations with them.

• 

  BankMed (Suisse) SA

  Oct 2002 - Feb 2005

  Relationship Manager

  - Proposition of wealth management services (advisory/ discretionary) for HNW/UHNW clients. - Prospecting for new clients.

• 

  National Bank of Kuwait

  Mar 2005 - Jan 2011

  Private Banking Manager

  - Advisory management of a portfolio of 160 private clients catering to their Retail and Private Banking needs.- Farming and developing the client portfolio. - Analysis of the financials of the clients in order to efficiently achieve their financial planning goals. - Sales of various shariah compliant mutual funds, hedge funds , DOCUs, capital protected products, real estate funds, private placements, leasing funds and estate planning products (trusts, etc.).

• 

  UBS Wealth Management

  Feb 2011 - Aug 2012

  Director, Client Advisor

  - Acquisition and advisory management of "HNW/UHNW" Kuwaiti prospects/clients.

• 

  Private Consultancy

  Sept 2012 - Dec 2022

  Independent Wealth Manager

  -Advising clients on GCC / Levant Investment opportunities.-« Best in Class » approach in the selection of investment vehicles.-Senior Private Banking Manager BLOM Bank Qatar (6 month consultancy)

• 

  Ahli Capital Investment Company KSCC

  Apr 2016 - Dec 2017

  Senior Investment Advisor

  - Prospection for new clients.- Investment Product sales coaching. - Investment proposals in line with client risk profiles and proactive follow-up on their portfolios. - Staying informed about the markets in order to identify and propose suitable investment opportunities to clients.- Staying up to date on the legal requirements influencing client portfolios

• 

  OSEO Vaud

  Jan 2023 - now

  Recruitment- Interviews- Prospecting- Visiting partner companies- Follow-up of mandates- Candidate placement- Taking references- Establishing employment contracts- Payroll management - Recruitment- Interviews- Prospecting- Visiting partner companies- Follow-up of mandates- Candidate placement- Taking references- Establishing employment contracts- Payroll management Skills assessment for a career change in Human Resources.

  • Placement Advisor

    May 2024 - now

  • Placement Officer

    Sept 2023 - Apr 2024

  • Skills Assessment

    Jan 2023 - Aug 2023
• 

  NovaMea

  May 2024 - now

  Accounting and Administrative Manager

  NovaMea SA is a spin-off from the Swiss Federal Institute of Technology Lausanne (in French: Ecole Polytechnique Fédérale de Lausanne (EPFL)). The technologies of NovaMea are based on more than ten years of cutting-edge research and development in the laboratory of Prof. Xile Hu, co-founder and the first Chairman of the Board of NovaMea. The company was founded in early 2023.