Hire the Best Financial Planner in United Arab Emirates

Global Citizen , Seasoned Banking Professional , Commercial Banking and Financial Advisory, IACVA , with a demonstrated history of working in various industries. Skilled in Multi-cultural Environment, Customer Relationship Management (CRM), Debt Restructuring, Team Building, and Fundraising. Strong finance professional with a Bachelor of Business Administration - BBA focused in Accounting and Finance from Ain Shams University.

An ambitious team player with a primary objective of using advance knowledge, strategic thinking, continuous process improvement, organizational development and change, commercial agreements as well as effective quality management, as a means of achieving organizational excellence.

Management Professional | 11+ yrs Direct Sales Exp. | MBA - Marketing A creative, enthusiastic, and high-achieving sales professional with over 11+ years of Direct Sales experience. Currently handling clients working in MNCs, corporates, governments & SMEs in order to fulfil their financial needs (credit card & personal loan). Proven ability to establish, promote and manage a solid customer base. Effective team player known for dynamic interpersonal and communication skills. Seeks career advancement within a dynamic, high growth organization that welcomes fresh ideas, initiative, dedication and demanding excellence in consistently meeting business objectives. AREAS OF STRENGTH: ▪ Generating revenue from new prospects and existing clients ▪ Drive business through an aggressive business initiative ▪ Negotiation power with the clients to maximize the profitability of the deal ▪ Customer Handling/Service for deepening the professional relationship. ▪ Strategic Sales & Business Planning for business growth ▪ Effective team player by contributing to team/individual target ▪ Competitors Analysis in the industry ▪ Islamic & Conventional Banking Professional CORPORATE EXPERIENCES: • 10 yrs experience in Retail Banking (Direct Sales: Personal Loan, Credit Card, CASA-SME/Individual & Banca) in Dubai. • 2 yrs experience in Real Estate (Direct Sales: Residential & Commercial Properties) in Noida, India. AWARDS & RECOGNITIONS: • STAR OF THE MONTH ( August 2023 & 152% Achievement pan UAE) in CITI Bank, Dubai, UAE. • STAR OF THE MONTH ( April 2023 & 152% Achievement pan UAE) in CITI Bank, Dubai, UAE. • STAR OF THE MONTH ( Feb. 2023 & 135% Achievement pan UAE) in CITI Bank, Dubai, UAE. • STAR OF THE MONTH ( Jan. 2019 & 305% Achievement pan UAE) in CITI Bank, Dubai, UAE. • STAR OF THE MONTH ( Oct. 2018 & 280% Achievement pan UAE) in CITI Bank, Dubai, UAE. • OUTSTANDING PERFORMANCE (Sales) in Bancassurance, Apr. 2016 MASHREQ Bank Dubai. • RISING STAR AWAR(Sales Performance) Certificate 2013, Investors Clinic Infratech Ltd. Noida, India • Mr. FRESHER AWARD in Master of Business Administration (MBA) Nov. 2009 ICCMRT - Lucknow, India. CERTIFICATION: • Integrity Matters(Mashreq Bank)-CISI: Chartered Institute for Securities & Investment, London, UK. LICENSE: • Holding Dubai, UAE Driving License(LMV) since 2015.

Experienced Customer Service Specialist with a demonstrated history of working in the banking industry. Strong support professional skilled in Customer Service, Loans, Banking, Sales, and Credit.

As a seasoned financial services professional with over five years of experience, I have developed a deep understanding of the industry and a keen eye for detail. My expertise lies in providing exceptional client services and delivering tailored financial solutions to meet their unique needs. Throughout my career, I have successfully managed client relationships, developed financial plans, and executed investment strategies that align with clients' long-term goals. I possess strong analytical skills and a deep understanding of financial markets and products, allowing me to make informed investment recommendations and optimize clients' portfolios. My commitment to client service is unwavering, and I am constantly striving to exceed expectations. I am a skilled communicator and problem-solver, capable of handling complex financial issues and addressing clients' concerns. https: //calendly.com/anbenhoxtoncapital

Government professional with an expertise in international trade and investment strategy development within the financial and professional services sector between the UK and the UAE. Strong leadership and relationship-building skills, with a focus on supporting UK companies’ growth in the UAE market through collaborating with the UAE ecosystem to support with national FDI and economic development strategies. Strong project and event management skills in corporate environments, delivering high-profile business and ministerial engagements.

Experienced Finance Officer with a demonstrated history of working in the banking industry. Skilled in Negotiation, Banking, Sales, Credit Cards, and Commercial Banking. Strong finance professional with a Bachelor of Laws (LL.B.) focused in Auditor contracts from Damascus University.

Wealth Management Qualifications @ CISI : ICWIM , ICAWM , PCIAM , CWM CERTIFIED A financial planning framework that is robust and repeatable, Allows me to deliver a pure financial planning proposition consistently for each clients. - Increased client confidence that can help them meet their life goals - Improved relationships with clients that will ultimately lead to client referrals - Wealth solutions need to be tailored to the HNW investor’s needs, and my offering needs to be robust to address the complexities that come with significant wealth. - HNWI product strategy is about having the right products on the shelf, for the right buyers, at the right time. - My process begins with preparation which allows me to identify, clarify, and prioritize my client’s need and goals - Building rapport with clients , Developing the relationship , Long –term focused - Listening for client’s needs - Inform the client of the need to perform and action before it is too late. - Communicate clearly the “’roles’” of each asset class and investment in the client’s portfolio. - Utilize data and statistics to reinforce points, clients want to see the numbers, performance comparison and diversification benefits