AY

Abd El Aziz Nasr El Din Youssef

Private Banking Manager

Cairo, Egypt

Work 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 Egypt

      Jan 2015 - Jan 2016 - 1 Year

    • Vocational in Finance for Non-Financial Professionals

      University of California, Irvine

      Jan 2014 - Jan 2015 - 1 Year

    • Technical Diploma in Business Analysis

      American Chamber of Commerce in Egypt

      Jan 2015 - Jan 2015 - 0 Month

    • Vocational in Financial Planning

      Fanshawe College

      Jan 2014 - Jan 2015 - 1 Year

    Skills

    • Microsoft Office
    • Microsoft Excel
    • Microsoft Powerpoint
    • Business Analysis
    • Banking
    • Sales
    • Business Development
    • Accounting
    • Business Management
    • Customer Service

    Languages

    • English

      Fluent
    • Arabic

      Fluent
    • Czech

      Advanced

    Training & Certifications

    • Banking Operations

      Egyptian Banking Institute (EBI)·2014
    • Certificate In Business Analysis

      University Of Toronto·2013
    • Bachelor Of Arts ( BA ) English Literature. Grade : Good

      Benha University·2010
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