Ali Sareeny

I am an ambitious, punctual, Personable, and shrewd individual with excellent analytical and communicational skills. I have 12+ years of experience in providing financial services to a wide range of clients, outlining investment insights, and potential risks. Proven expertise in the banking and finance industry with an in-depth understanding of retail, commercial, and private banking practices, financial products, risk mitigation, and compliance regulations. yet I have a quality that I pride myself on more than any of these.

I love self-improvement and I have always felt that my time should be spent wisely, so I continuously challenge myself. I left my country last September and came to London for educational and professional purposes. As you will see from my enclosed CV, I am currently completing a Master’s in Banking and Finance at Brunel University London and have experience in a variety of Finance roles, which has strengthened my skills.

During my studies, I have particularly enjoyed studying Finance and I am currently working a part-time job in a consulting firm where I am using my analytical and problem-solving skills to provide my own assessment and opinion on a business’ fulfillment of its financial and fiscal responsibilities. The opportunity to work with and learn from senior managers whilst working in client offices strengthened my ability to identify successful and underperforming enterprises. I am keen to develop my career in this field, with an aim to achieve chartered status.

In addition to my retail work, I have actively sought out opportunities to get involved in university life. I am Treasurer of the Brunel Student Banking and Finance Society and worked as part of a team of three students in an investment competition, placing second amongst 15 campus teams.

E X P E R I E N C E

Financial Advisor – Clients Relationship ◦ Sep 2021-Present

Amerald UK, London - United Kingdom

• Acting as a point of contact for complaints and escalating issues as appropriate
• Giving presentations to clients about products or services
• Understanding and helping to meet the targets and aims of the clients
• Ensuring the existing clients are satisfied through after-sales care, as well as gaining and using feedback
• Making decisions; Strategic analysis for expansion and large deals

Branch Manager ◦ October 2019–December 2020

BLC Bank, Lebanon

• Managed the branch’s overall activities and staff
• Managed clients' investment portfolios to ensure financial success
• Conducted risk assessments on investment options and reported them to the clients
• Assessed the client’s current financial situation to determine their needs and goals
• Developed presentations for new clients to help them understand how the bank can help them through an effective strategy to generate new business and build relationships through networking and marketing
• Prepared customers’ periodic reports
• Monitored various retail and commercial banking products and services and evaluated risks and endeavored to mitigate them

Relationship Manager ◦ September 2016–2019

Bank Audi, Lebanon

• Executed business development, portfolio, and wealth management
• Performed clients’ financial history analysis, identified areas for improvement, and provided recommendations
• Acquired new high-net-worth clients, and approached potential customers
• Trained employees to facilitate execution of tasks, and dealt with network management and central departments
• Leading by monitoring and analyzing income, cash flow, and balance sheet statements

Senior Personal Banker (signature B) ◦ January–September 2016

Bank Audi, Lebanon

• Delivered senior tasks in relating account, personnel, and quality management
• Developed professional relationships between the clients and the bank
• Handled consumer lending products for allocated portfolio, compliance, sale, purchase of securities and studied client’s credit profiles (financial assessment/decision making, auditing, and controlling

SME-related documents)

CSR / Deputy Head of Section (signature C) ◦ 2010–2015

Fransabank, Lebanon

• Promoted the bank’s image, products, and services
• Worked on selling and issuing SMEs, credit, debit, internet cards, personal loans, housing loans, and issuing different types of swifts, cash transactions, and bills payments
• Accomplished regular analysis of monthly advance exception reports
• Followed up with customers to provide an optimum analysis and solutions A D D I T I O N A L E X P E R I E N C E

Manager – Public Relations◦ Jan 2021 – Sep 2021

Phoenicia University, Lebanon: Successfully developed and implemented public relations strategies to ensure that all key objectives of the University’s colleges and administrative departments were met

Assistant Manager ◦ 2009–2010

South Petroleum Company, Lebanon: Prepared financial transactions such as balance sheets,

income statement, and statements of cash flow

Network Administrator ◦ 2005–2008

Est.

Ahmad

Shoueib, Lebanon (Provided operator documentation, procedures, and technical assistance)

E D U C A T I O N

Master in Banking & Finance

2021 – 2022 Brunel University – London / Merit

Key modules: Macro and Financial Econometrics –

Security analysis and Funds Management – Financial

Analysis – International Finance – Bank Regulations and

Macro prudential policy.

Master in Risk Management – Banking sector

2021 – Saint Joseph University of Beirut / GPA 3.2

Key Modules: Risk Management – Country Risk – Credit

Risk – Operational Risk – Market Risk – Quantitative

Methods for Risk Management

Master in Business Administration (MBA)

2013 – Modern University of Business and Science

Tempus program (European Program)

Master certificate in Marketing and entrepreneurship 2013 – Staffordshire University

Bachelor’s degree in Banking & Finance

2009 – Lebanese International University

C E R T I F I C A T E S and A W A R D S

Certificate of Completion Bloomberg

Market Concept Nov. 2021

Courses: Economic Indicators, Fixed Income,

Equities, Currencies, Portfolio Management.

Certificate of Completion LinkedIn Learning

Courses: Interpersonal Communication, running a

Profitable Business, Financial Modeling, and

Forecasting Financial Statements, The New Age of

Risk Management Strategy for Business

• Business Analysts Certificate from

Global Golden Group, 2019

• Certificate in business law workshop from Lebanese American University, 2017
• Certificate in Lebanese Financial

Regulations from ESA Business school, 2015

4.

Branch

Manager of the year 2020 – BLC Bank

• Employee of the year 2018 – Bank Audi

S K I L L S

Areas of expertise

• Wealth management
• Teamwork
• Asset management
• Time management
• Financial planning and analysis
• Risk assessment
• Analytical thinking
• Accountability and problem solving
• Conflict Management

Computer Skills

• Professional Usage of BankMate, Flexcube, and

Global FX systems

• MS Office tools and platforms
• Sage Accounting Professional

Languages: English and Arabic (Fluent)