Husam AlSayed, DTFMA

Experience

• 

  Bahrain Islamic Bank - BisB

  Jul 2018 - Jan 2025

  * Building and managing client relationships: Developing and maintaining relationships with high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs).* Conducting client assessments: Assess clients' Needs, risk tolerance, and investment preferences to determine their suitability for various Islamic banking products and services.* Presenting investment proposals: Providing Recommendations for portfolio allocation, asset classes, and investment strategies that are in line with Sharia guidelines.* Managing client portfolios: Monitoring market conditions, tracking performance, and making necessary adjustments to optimize returns while maintaining compliance with Islamic finance principles.* Offering banking services: Provide comprehensive banking services to clients, such as facilitating Islamic financing transactions, managing cash and liquidity.* Staying updated on Islamic finance regulations: Keeping up-to-date with changes in Sharia guidelines and understanding the implications for clients' portfolios and investment strategies.* Collaborating with internal teams: To ensure that clients' needs are met within the deadlines.* Meeting sales targets: identifying new business opportunities, nurturing client relationships, and expanding the client base through referrals and networking.* Providing exceptional customer service: Building trust and maintaining strong relationships with clients. عرض أقل

  • Relationship Manager | Private Banking

    May 2024 - Jan 2025

  • Officer | Retail Banking

    Mar 2023 - Apr 2024

  • Supervisor | Retail Banking

    Mar 2022 - Mar 2023

  • Senior staff | Retail Banking

    Jul 2018 - Mar 2022
• 

  The Family Office Company BSC (c)

  Jan 2025 - now

  J.Relationship Manager

  * Building and managing client relationships: Developing and maintaining relationships with high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs).* Conducting client assessments: Assess clients' Needs, risk tolerance, and investment preferences.* Presenting investment proposals: Providing Recommendations for portfolio allocation, asset classes, and investment strategies that are in line with clients needs and interests.* Managing client portfolios: Monitoring market conditions, tracking performance, and making necessary adjustments to optimize returns, preserve and grow wealth.* Staying updated on the international markets: Keeping up-to-date with changes in the markets and understanding the implications for clients' portfolios and investment strategies.* Collaborating with internal teams: To ensure that clients' needs are met within the deadlines.* Providing exceptional financial advisory service: Building trust and maintaining strong relationships with clients. عرض أقل