Requests
0Applied by 6
0
Keep in touch with meI'm using Intch to connect with new people. Use this link to open chat with me via Intch app
Work Background
Probus GroupSenior Associate
Jan. 2021 - Jun. 2022Dubai, United Arab EmiratesManaging and maintaining My existing discretionary client book of UHNWI and HNWI. (+- USD 100.000.000) Organizing weekly investment meetings with the Analysts Team to discuss the potential investment approach Analyzing the financial markets and creating suitable investment product selections for portfolios of clients’ which corresponds to their needs and risk appetite Trading and dealing with trades on client’s behalf with Private Banks (8 banks) where clients had their accounts. Placing +5 daily trades in equity, fixed income, derivates, bonds, funds, private placements, structure products and many more on US, EU, ASIAN and AFRICAN (exotic) markets for clients under discretionary mandate Monitoring the executions of trades with trading desks and clearing trade Preparing quarterly and annual portfolio monitoring reports for my clients and discussing the strategy and current financial market trends. Generating new clients through existing network and referrals Building strong perpetual relations with clientele through professional and personal activities
Mirabaud GroupAssociate
Jan. 2020 - Oct. 2020Dubai, United Arab EmiratesManaging and maintaining Banks existing client book of UHNWI and HNWI of (+ USD 900.000.000) with team of 3 Analyzing and screening the financial markets with the investment team Consulting existing clients on their finances and recommending investment solutions and products Placing +25 daily trades in equity, fixed income, derivates, bonds, funds, private placements, structure products and many more on US, EU, ASIAN and AFRICAN (exotic) markets for clients under executions only, advisory or discretionary mandate and monitoring their executions and clearing process Working close with External Asset Managers (+20 EAM’s globally) and their associates to ensure all their client trade dealings were accurately executed and delivered / processed in a timely manner. Performing KYC and AML compliance screenings to ensure all businesses operations are according to Bank's regulatory standards.
Mirabaud GroupRelationship Manager
Oct. 2018 - Oct. 2020Dubai, United Arab Emirates
Holborn Assets LLCRelationship Manager
Oct. 2017 - Aug. 2018Dubai, United Arab EmiratesActing as Relationship Manager for the High-Net-Worth clientele Actively screening financial markets for investment opportunities while applying Fundamental and Technical analysis Preparing investment proposals and advising clients on their investment decisions Building suitable portfolios according to clients’ needs and risk profile Prospecting clients across UAE through different expat and financial events
BelfiusRelationship Manager
Mar. 2016 - Jul. 2017Leuven- Offering suitable financial advice to assigned clients after carefully assessing their investment requirements and experience - Meeting the revenue (ROA) and net new asset targets assigned by the bank while building long-term client relationships - Handling the day-to-day service requirements of the assigned clients - Remaining up-to-date with product, market and research developments in order to provide quality advice to the clients - Ensuring that all compliance requirements with regard to client accounts are properly adhered to - Prospecting for new clients and help the organization to secure new client relationships - Gathering market intelligence on peer group, clients and markets in order to best serve the interests of the organisation - Acting as a brand ambassador of the Bank by demonstrating its values during interaction with clients and in public behaviour - Following all operational procedures to ensure regulatory compliance and minimisation of potential operational errors - Accepting transaction instructions from clients, pass them onto the Booking Centre and monitor the Booking Centre execution - Updating the clients on their order status as per their requirements
BelfiusInvestment Advisor
Jun. 2015 - Mar. 2016Leuven- Developed, produced and enhanced risk reports for investment department - Acted as investment advisor and did investments in bonds, stocks, funds and ETF’s - Prepared internal quarterly and annual portfolio monitoring reports - Verified and logged in deadlines for responding to daily inquiries ( objective oriented ). - Created databases and spreadsheets to improve daily management and reporting accuracy - Analysed financial information obtained from clients to determine investment strategies for meeting clients' financial objectives. - Maintained confidentiality of bank records and client information
BNP Paribas FortisCollections Manager
Oct. 2013 - Mar. 2015Leuven- Reduced time and costs and increased efficiency by introducing new accounting procedures. - Renegotiated payment terms with suppliers. - Verified details of transactions, including funds received and total account balances. - Opened and assigned new client accounts. - Conducted month-end balance sheet reviews and reconciled any variances. - Researched and resolved billing and invoice problems.
BNP Paribas FortisFinancial Advisor
Aug. 2012 - Sep. 2013Landen- Acted as Investment advisor for the retail clients of BNP Paribas in Landen. - Prepared analysis on bonds, funds and insurance investments. - Maintained detailed administrative and procedural processes to improve accuracy and efficiency - Verified and logged in deadlines for responding to daily inquiries - Developed more efficient filing systems and customer database protocols ( - Analysed financial information obtained from clients to determine strategies for meeting clients' financial objectives - Reviewed clients' accounts and results regularly to determine whether life changes, economic developments or financial performance indicated a need for plan revision
Intch is a Professional Networking App for the Future of WorkSee more people like Nasim on Intch
300k+ people
130+ countries
AI matching
Get Intch if you'd like to
739566 people
17
Managing Director @ Finnovate Consulting
30
COO Advisor – FinTech & RegTech Operations @ Luxoft
16
Founder @ Mocion
39705 people
16
Founder @ Mocion
17
Senior Investment Officer @ Global Affairs Canada | Affaires mondiales Canada
18
Project & Account Manager