Ahmed Alaamer

Experience

• 

  SABB

  Jun 2014 - Jan 2015

  Trainee in Business Banking Department (SMEs)

  • Assisted Relationship Manager in preparing Proposals in order to provide facilities to clients.• Performed and competed more than 100 KYC forms.• Involved in site visits of potential deal clients.

• 

  SNB Capital

  Sept 2015 - Mar 2023

  • Communicate with internal and external stakeholders to promote long lasting relationship.• Keep high level client satisfaction, targeting zero complaints strategy. goals. Manage client’s relation and proactively anticipate their needs.• Collaborate with senior management and team to produce consistent marketing messages and enhancing relationships.• Support growth of existing customers base and identify new relationship opportunities.• Perform market, industry, and trend analysis; being capable of market understanding from different aspects.• Presenting financial/investment solution by holding major workshop to over hundreds of clients. Assist in Producing New Products.• Being able to create Financial Modeling, strategy including Investment forecasting.• Prepare financial agreement including facilities to clients• Providing investment-related advice and personal financial planning to achieve clients' financial goals.• Challenging and exceed yearly sales goals and KPIs through effective task prioritization and time management.• Prepare and present reports through spreadsheets & diagrams. Show less • Collected data and developed spreadsheets to identify trends and create financial forecasts.• Valuation of securities and companies based on historical, current and forecasted information.• Promoted successful investment plans with well-organized presentations.• Evaluated investment potential of companies with thorough assessments of historical data, operational activities, and future objectives.• Searching for investment opportunities of publicly traded companies based on financial and technical criteria.• Developed spreadsheet models for assessing investment opportunities records in terms of risk/reward, profit /loss of portfolio as well as Success rate.• Used relevant financial technology to generate reports and recommended courses of action to upper management.• Presented oral and written reports on general economic trends and individual corporations.• Monitored and analyzed financial, statistical, and operational data trends.• Helped hundreds of clients make optimal decisions on amounts and timing of capitalization.• Measuring portfolio returns on monthly, quarterly, and yearly bases.• Identifying appropriate position size of investment opportunity in portfolio based on risk/ reward, Valuation, potential of security.• Doing post analysis for investment decisions to identify common mistakes and enhance portfolio performance.• Developing inclusive trading plan with entry and exit criteria and conditions. Show less

  • Associate Corporate Saving Advisor

    Sept 2022 - Mar 2023

  • Corporate Saving Advisor

    Mar 2019 - Jan 2023

  • Financial Analyst

    Sept 2015 - Feb 2019
• 

  Stc

  Apr 2023 - now

  • Develop spreadsheets models to track Budget and create financial forecasts.• Establish successful budgeting plans with well-organized presentations.• Utilize relevant technology to generate reports and recommended decision options to management.• Monitored and analyzed managed projects spending's, and operational status.• Provide budget support and management for managed sectors.• Assessing projects spending plans on monthly, quarterly, and yearly bases.• Handling sectors demands to prepare for the next budget cycle. • Developing and analyzing business cases and study their feasibility.• Managing Capex and Opex projects budgets progress.• Support creation of detailed, financial models to forecast budget.• Create monthly cost variance report.• Develop and update tracking spreadsheets for process monitoring and reporting.• Provide reporting for forecast analysis and ad-hoc reporting in support of decision-making. Show less

  • Budgeting Section Manager - Commercial Strategy Management Office

    May 2024 - now

  • Budgeting Specialist

    Apr 2023 - May 2024