AHMED AFIFI
Zurich,Switzerland
Summary
A seasoned and highly accomplished senior private banker with 20+ years of deep experience in the financial industry across Middle East.
With strong background in wealth management and deep understanding of the needs and expectations of high net worth clients,
an established trusted advisor for strategic clients seeking comprehensive financial solutions.
Overview
20
20
years of professional experience
Work History
Director - Saudi and Levant
Citi Private bank
Zurich , Switzerland
2023.10 - Current
- Acquiring and developing relationships with wealthy families, multi families offices and institutional clients.
- Delivering expertise on range of services from banking to investment management, estate planning, credit, capital markets and custody.
- Comply with industry regulations, ethical standards and internal policies and procedures.
Director - UHNW Middle East
Credit Suisse AG
Zurich , Switzerland
2019.11 - 2023.09
- Covering UHNW Wealthy Families and inistitutions across the Middle East Region out of Zurich Office.
- Acquiring and developing new UHNW relationships, proposing suitable products and investment solutions.
- Proposing real assets lending solutions such as yacht financing, aviation financing and mortgages for luxurious properties.
Senior Relationship Manager - Middle East
Credit Suisse AG - DIFC
Dubai , UAE
2018.02 - 2019.11
- Covering UHNW & HNW Individuals and Wealthy Families across the Middle East Region out of the Dubai Office
- Acquiring and developing new UHNW & HNW relationships, proposing suitable products and investment solutions, such as structured products, mutual funds, discretionary mandates and alternative investments
- Proposing real assets lending solutions such as yacht financing, aviation financing and mortgages for luxurious properties.
Senior Manager - Excellency Wealth Management
Abu Dhabi Commercial Bank (ADCB)
Dubai , UAE
2014.12 - 2018.01
- Covered HNW & UHNW Individuals as well as Wealthy Families across the Middle East Region out of Dubai Office
- Acquired and grew UHNW & HNW client relationships and maximize their profitability through portfolio construction and growth
- Conducted financial planning reviews using a long term approach to identify customer needs and deliver the most suitable solutions.
Wealth Relationship Manager & Financial Planner
HSBC Bank Middle East
Dubai , UAE
2012.08 - 2014.11
- Covered the full range of services related to HNW Clients such as personal finance advisory, investment advisory, and financial planning
- Acquired and grew HNW client relationships and maximize their profitability through portfolio structuring and growth
- Conducted financial planning reviews using a long term approach to identify customer needs and deliver the most suitable solutions
- Proactively manage investment portfolios of top tier client relationships.
Senior Investment Manager & Team Leader
HSBC Middle East
Cairo , Egypt
2006.05 - 2012.07
- As a Team Leader, Lead, coached and supervised the Relationship Managers, in growing their existing client base by acquiring new Wealth Management and Financial Planning business across several branches of the Bank
- Ensured that the Relationship Managers implement proper solutions for clients and exceed their sales targets
- Covered the full range of services related to HNW Clients such as personal finance advisory, investment advisory, and financial planning out of the Cairo Office
Client Service Representative
Commercial International Bank (CIB)
Cairo
2004.02 - 2006.04
- Performed Sales & Marketing roles related to Personal Banking Services
- Worked in the trade finance department, processing letters of credit, bank guarantees, and related products
Education
Advanced Program in Investments -
The American University in Cairo
Egypt 06/2010 - 04/2011
Bachelor of Science - Accounting
Ain Shams University
Cairo 09/1999 - 06/2003
Certified Wealth Management Advisor (CWMA) -
Swiss Association For Quality (SAQ)
Zurich, SwitzerlandInternational Certificate of Wealth Management (ICWM) - Level 3
The Chartered Institute For Securities And Investment (CISI)
United Kingdom 06/2013 - 12/2013
Skills
- Modern management principles
- Strategic planning
- Financial and portfolio analysis
- Analytical skills
- Team work and collaboration
Languages
Arabic
Native
English
Fluent
French
Upper intermediate
Timeline
Director - Saudi and Levant
Citi Private bank
2023.10 - Current
Director - UHNW Middle East
Credit Suisse AG
2019.11 - 2023.09
Senior Relationship Manager - Middle East
Credit Suisse AG - DIFC
2018.02 - 2019.11
Senior Manager - Excellency Wealth Management
Abu Dhabi Commercial Bank (ADCB)
2014.12 - 2018.01
Wealth Relationship Manager & Financial Planner
HSBC Bank Middle East
2012.08 - 2014.11
Senior Investment Manager & Team Leader
HSBC Middle East
2006.05 - 2012.07
Client Service Representative
Commercial International Bank (CIB)
2004.02 - 2006.04
Advanced Program in Investments -
The American University in Cairo
06/2010 - 04/2011
Bachelor of Science - Accounting
Ain Shams University
09/1999 - 06/2003
Certified Wealth Management Advisor (CWMA) -
Swiss Association For Quality (SAQ)
International Certificate of Wealth Management (ICWM) - Level 3
The Chartered Institute For Securities And Investment (CISI)
06/2013 - 12/2013
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