AY
Abd El Aziz Nasr El Din Youssef
Private Banking Manager
Cairo, EgyptWork Experience
Private banking ManagerFull Time
KFH Bank
Nov 2023 - Present -1 yr, 8 months
Egypt
- Job Details:• Build and maintain strong relationships with high-net-worth clients, offering tailored financial solutions. • Oversee client portfolios, providing investment strategies and regular performance reviews. • Drive client acquisition and cross-sell bank products to support revenue growth. • Provide expert investment recommendations and portfolio management advice to clients, aligning with their risk profiles. • Develop and execute marketing strategies to attract new clients and grow the business. • Provide investment recommendations.
Wealth ManagerFull Time
Commercial International Bank
May 2015 - Dec 2023 -8 yrs, 7 months
Egypt
- Job Details:Assessing the financial needs and goals of clients • Regularly reviewing and adjusting clients’ portfolios to ensure financial goals are met. • Managing clients’ investment portfolios. • Providing ongoing financial advice and guidance. • Actively identify new clients, grow customers portfolio.
Education
Technical Diploma in Project Management
American Chamber of Commerce in EgyptJan 2015 - Jan 2016 - 1 Year
Vocational in Finance for Non-Financial Professionals
University of California, IrvineJan 2014 - Jan 2015 - 1 Year
Technical Diploma in Business Analysis
American Chamber of Commerce in EgyptJan 2015 - Jan 2015 - 0 Month
Vocational in Financial Planning
Fanshawe CollegeJan 2014 - Jan 2015 - 1 Year
Skills
Languages
English
FluentArabic
FluentCzech
Advanced
Training & Certifications
Banking Operations
Egyptian Banking Institute (EBI)·2014Certificate In Business Analysis
University Of Toronto·2013Bachelor Of Arts ( BA ) English Literature. Grade : Good
Benha University·2010