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
10.2023 - 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
11.2019 - 09.2023
- 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
02.2018 - 11.2019
- 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
12.2014 - 01.2018
- 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
08.2012 - 11.2014
- 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
05.2006 - 07.2012
- 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
02.2004 - 04.2006
- 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
10.2023 - Current
Director - UHNW Middle East
Credit Suisse AG
11.2019 - 09.2023
Senior Relationship Manager - Middle East
Credit Suisse AG - DIFC
02.2018 - 11.2019
Senior Manager - Excellency Wealth Management
Abu Dhabi Commercial Bank (ADCB)
12.2014 - 01.2018
Wealth Relationship Manager & Financial Planner
HSBC Bank Middle East
08.2012 - 11.2014
Senior Investment Manager & Team Leader
HSBC Middle East
05.2006 - 07.2012
Client Service Representative
Commercial International Bank (CIB)
02.2004 - 04.2006
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
Similar Profiles
Kenny Tan Sia KoonKenny Tan Sia Koon
Investments Analyst - COO at Citi Global Wealth - Citi Private Bank & CitigoldInvestments Analyst - COO at Citi Global Wealth - Citi Private Bank & Citigold
CRAIG D’URSOCRAIG D’URSO
Asst. Vice President, Client Service Officer at Citi Private BankAsst. Vice President, Client Service Officer at Citi Private Bank
Shrini SridharanShrini Sridharan
Senior Vice President at Citi Private BankSenior Vice President at Citi Private Bank