Accomplished multi-lingual private banker with more than 14 years of progressive experience in banking and investment services. Demonstrated expertise in managing portfolios of multi-national high net worth clients across all ranges of financial services. Fully licensed to sell securities, life, health and variable annuities.
Areas of Expertise
Private Banker01/2013 to CurrentWells Fargo Bank, N.A Regional BankMiami, Florida
Regional Private Banker responsible for the management of high net worth clients financial needs and goals.
Attract, retain, develop and grow new to the bank clients across the full spectrum of financial services including deposits, investments and credit products in accordance with individual objectives.
Manage a $110MM book of clients.
Work in close consultation with all clients to tailor financial strategies to meet their individual needs and both short and long term objectives.
Partner and mentor personal bankers to develop their skills in building relationships and profiling clients' financial needs and goals.
Develop and implement a tailored plan to execute established sales strategy to broaden and deepen client's relationships by partnering up with our Private Banking, trust & fiduciary Services and commercial banking to ensure that all sales opportunities are explored.
Create and organize sales plan designed to acquire new clients, generate leads and grow the business through active calling.
Vice President - CitiGold Relationship Manager01/2009 to 01/2012CITIBANK, N.AMiami, Florida
Promoted as the CitiGold Relationship Manager at the largest deposit branch in Florida.
Developed and managed a portfolio of high net worth clients with total assets under management $133MM (more than 10% of total branch footings).
Consistently a top performer in the division with annual ratings of "1 - Exceptional Performer".
Major activities and accomplishments include: Identify, build and deepen relationships to gain incremental wallet share of the affluent segment through a superior customer experience.
Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools.
With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic financial solutions.
Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars.
Master referral opportunities to grow portfolio.
Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and CPWM advisor, Small Business Partners, Commercial Banking Relationship Manager.
Planned and executed successful marketing events for ultra high net worth domestic and international clients with diverse business affiliations in South Florida and Latin America.
Selected to Represent the State of Florida's Affluent Client Private Bankers at the National Council.
Winner of prestigious Citi-Stars Top Producer award as a consistent national leader in overall production.
Assistant Vice President, Sr. Personal Banker01/2006 to 01/2009CITIBANK, N.AMiami, Florida
Financial Associate01/2002 to 01/2006CITIBANK, N.AMiami, Florida
Associates Degree2011Miami-Dade College
Bachelor of Arts: Business Management2017Miami-Dade CollegeSupervisory Management
English - Fluent
*Arabic - Fluent
*Spanish - Conversational