Ward Muher Al Sadi
Burnaby,BC
Summary
Charismatic Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Respected professional with exceptional knowledge regarding risk management. Work collaboratively with team members from different disciplines to coordinate investment deals, optimizing investment types, sourcing funding and meeting client objectives. Results-driven assistant relationship manager bringing 6+ years of success in banking. Astute, organized and methodical with articulate communication style and personable nature.
Overview
7
7
years of professional experience
Work History
Assistant Relationship Manager
Emirates Islamic Bank
09.2015 - 05.2022
- Developed and deepened client relationships to cement profitable partnerships.
- Assessed companies dealing with difficulties to identify possible corrective strategies based on financial and operational data.
- Promoted successful investment plans with well-organized and smooth presentations.
- Helped clients make optimal decisions on amounts and timing of capitalization.
- Monitored developments in fields of industrial technology, finance and economic theory.
- Assessed and interpreted complex financial data to understand investments and recommend optimal courses of action.
Relationship Officer
National Plus
02.2015 - 07.2015
- Retained and grew portfolio of relationships by performing proactive, mobile and value-adding partnership role.
- Monitored, followed-up and escalated cases to meet customer response commitments.
- Worked with clients to address and respond to client and partnership management issues.
- Liaised with clients by phone, email and text messaging to meet client needs and define expectations.
Education
MBA - Masters of Business Administration
University of Canada West
Vancouver, BC12.2023
Masters of Applied Finance - Investments
Australian University of Wollongong in Dubai (UOWD)
Dubai2017
Bachelor of International Business - International Business
Australian University of Wollongong in Dubai (UOWD)
Dubai, U.A.E2014
Skills
- Financial planning processes
- New business generation
- Business relationship cultivation
- Portfolio management
- Strategic selling
- Financial services
- Product knowledge
- Financial advising
- Risk management
- Wealth Management
- Business Development
- Financial and operational reporting
- Multitasking Abilities
- Collaboration
- Organization and Time Management
Accomplishments
- Overlooking a portfolio of 600+ companies
- Effectively growing the balance sheet
- Constantly monitoring transactions from a compliance point of view
- Ensuring all complaint of the team are closed within TAT
Additional Information
- Foreign exchange deal booking and gaining higher than expected revenue of more than 100% monthly
- Trade finance servicing and advising: bargaining with clients on different pricing schemes that will profit the bank
- Simplifying procedure for clients on different trade products, ranging from: import/export LC negotiating and financing, cross border and domestic bank guarantees, inward and outward documentation advising
- Working with all departments including credit and risk analysts, governance, treasury and legal teams
- Ability to constantly manage, review and collect clientele data for KYC analysis of different sectors in the economy
- Form proposals and reports on the basis of client information and profile maintained
- Various checks of company and UBO’s credit risks for existing and new onboarding clients while adhering to sharia principles
- Daily work with compliance and governance teams on assessing clientele cash flows and business operations to preparing complete credit risk profiles
- Extensive financial products knowledge Compliance and central bank queries review and response
Timeline
Assistant Relationship Manager
Emirates Islamic Bank
09.2015 - 05.2022
Relationship Officer
National Plus
02.2015 - 07.2015
MBA - Masters of Business Administration
University of Canada West
Masters of Applied Finance - Investments
Australian University of Wollongong in Dubai (UOWD)
Bachelor of International Business - International Business
Australian University of Wollongong in Dubai (UOWD)