Private Banker, Investment Fund Manager

Available

Serial No: 10046

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Skills keywords: investment management, middle office, private banking, treasury, wealth management

Short Bio:

I have 15 year experience at Banking Sector, working in Banks with worldwide presence. My experience is focused Dealing Room and Relationship Management and Private Banking Sector. At the dealing room I got experience on transactions, between local and foreign banks, and the meaning of these. After that I started to offer my experience to customers in order to offer my advices as a Private Banker on investment products. I am knowledgeable on banking products especially on worldwide investments

Current location:  Greece - View on map

Nationality: GREECE

Preferred Sector of Employment:  Banking Insurance and Financial Services, Oil, Gas and Energy, accounting and finance

Spoken languages: Arabic, english, Greek

Location I am interested in working: Anywhere

WORK EXPERIENCE

2013-present Sicap SA Multi activities Company, East Africa, Head Office Greece

Financial Manager. Responsible for banking transactions. Cash flow management, Preparation of budgets. Set up PLUS 500 FX Trading. Execution of securities transactions through PLUS 500. Maker of gold in North Sudan

2005-2013 Marfin Popular Bank , Athens, Greece

Senior Private Banker

Responsible for customers from 300.000 Euro and over investing on Mutual Funds, bonds, stocks, structured products, futures, commodities, derivatives. The total portfolio management was 150.000.000 Euros

2003-2005 Athens 2004, Greek Olympic Games

Deputy Manager of Financial Department of Olympic Games of Athens 2004 Treasury Department

1998-2003 Piraeus Bank, Athens, Greece (bought the Nat West Bank)

Treasury Department, Dealer on Foreign Exchange and Money Market

1996-1998 National Westminster Bank Plc (British Bank), Athens, Greece

Treasury Department, junior dealer on Foreign Exchange and Money Market

EDUCATION

1993-1994 COVENTRY UNIVERSITY Coventry, United Kingdom

Postgraduate Diploma in Business Administration

1987-1992 SARASOTA COLLEGE, Athens, Greece

Diploma in Management Studies

LANGUAGES Greek – English

PROFESSIONAL EXPERIENCE

• Foreign Exchange Trade (Stocks, Currencies, Bonds, Commodities)

• Asset Management

• Investment Management

• Wealth Management

• Strategic planning

• Presentation and sales skills

• Risk management and evaluation

• Debt management

• Comprehensive understanding of industry and regulatory laws and regulations

• Portfolio Management

• Decision Making

PROFESSIONAL QUALIFICATIONS AND AWARDS

• Member or European Banking System. Certification on advising and portfolio management MIFID

• License from European and Greek capital committee to sale investment products

• Training aid service and train skills banking products

• Experience on Mutual Funds products of JP Morgan Investment Funds, Franklin Templeton Investment Funds, Blackrock Funds, Schroder’s Funds and Invesco Asset Management

• Member of Central Economic Department of Athens Olympic Games 2004 Athens Greece

• 2009 Award from JP Morgan Investment Company as the best seller of investment products in Greek Market

• 2010 Special Guest on Annual meeting of Blackrock Investment Company, Madrid, Spain

• Seminars on product of Banking sector

• COMPUTER KNOWLEDGES

MS Office, Excel, Word, Microsoft PowerPoint, Reuter system, Monopoly Stock Exchange System, Plus 500