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Tarek Mohamed Refaat Aly

Tarek Refaat- 13-year Banking Experience

Zaytoun, Cairo, Egypt

Work Experience

  • Associate Vice President and Financial Technical AnalystFull Time

    EFG Hermes

    Apr 2007 - Present -18 yrs, 2 months

    Egypt , Giza

    • Job Details:Main Tasks and Responsibilities: - Issuing various types of Financial Technical Analysis reports covering Egypt and the main Gulf markets. - Holding staff meetings/ conference calls for branches - Giving clients' presentations - Conducting in-house educational courses

  • Section Head- Financial Planning (for High Net-Worth Clients)Full Time

    NSGB

    Oct 2006 - Feb 2007 -4 months

    Egypt , Cairo

    • Job Details:Wealth management and selling specifically-tailored credit, saving and investment products to High Net-Worth Clients

  • Branch Supervisor and Head of Customer ServiceFull Time

    National Bank of Oman

    Apr 2005 - Sep 2006 -1 yr, 5 months

    Egypt , Cairo

    • Job Details:[Both front and back offices]

  • Customer Service and Remittances ClerkFull Time

    cib

    Feb 2001 - Mar 2005 -4 yrs, 1 month

    Egypt

    • Job Details:[Both front and back offices]

    • Education

    • Bachelor of Commerce in Financial Management

      Ain Shams University (ASU)

      Jan 1994 - Jan 1998 - 4 yr

    Achievements

    - Full member of the British Society of Technical Analysts in the United Kingdom (MSTA) - Consistently achieved the 1st position in the three levels of the Egyptian Society Professional Program (CETA)

    Skills

    Languages

    • English

      Fluent

    • Arabic

      Fluent

    Training & Certifications

    • Certified Financial Technician (CFTe)

      International Federation of Technical Analysts (IFTA)·2009

    • Technical Analysis Professional Course

      The Egyptian Society of Technical Analysts·2007

    • Structured Investment Products

      Societe Generale Group Head Office in Paris ·2006

    • Quality Service & Communication Skills In Banks

      Institute of Banking and Finance- The American University in Cairo (AUC) ·2006

    • Cheque Rules in The New Commercial Law”, & “Letters of Credit for Specialists

      The Egyptian Banking Institute- The Central Bank of Egypt ·2006

    • Investment Funds & Portfolio Management”, “Wealth Management”, “Dealing Room & Financial Planing

      The Egyptian Banking Institute- The Central Bank of Egypt ·2006
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