Hafsah Aleem
Financial Advisor
Summary
I bring over 17 years of diverse professional experience with a strong foundation in business operations, client relationship management, training & development, and project execution. My background includes driving process improvements, leading cross-functional teams, delivering strategic solutions, and supporting organizational growth through operational efficiency. I have a proven track record in team leadership, regulatory compliance, and implementing effective strategies that ensure optimal control and performance. Known for being a well-organized and goal-oriented professional, I thrive in dynamic environments and consistently deliver results.
Overview
19
19
years of professional experience
Work History
Financial Advisor – Private Banking
JS Bank
Islamabad
02.2022 - Current
- Portfolio management for high net worth clients covering a full spectrum of financial advisory solutions.
- Devising personalized financial plans to achieve long-term and short-term investment goals.
- Helped individuals and corporates build and execute wealth management strategies based on unique goals and objectives.
- Implementing tax-efficient strategies for clients, maximizing returns while minimizing tax liabilities.
- Guiding clients towards profitable and secure financial decisions; Professional recommendations on investment opportunities, products and services based on individual needs.
- Strategically positioned the brand as the premiere choice for HNI seeking personalized wealth management services.
Branch Manager
Habib Bank Limited, Islamabad
05.2014 - 01.2021
- Oversighting all administrative and financial management matters.
- Identified and capitalized on business opportunities with effective networking.
- Delivered strategic investment advice for individual and corporate clients.
- Recruited, interviewed, hired and trained employees and implemented mentoring program to promote positive feedback and engagement.
- Performed defined tasks within deadlines efficiently with complete knowledge of assigned work.
- Performed due diligence and valuation processes.
- Conducted client meetings to review, develop and update clients' financial goals.
Priority Manager
Standard Chartered Bank, Islamabad
01.2012 - 05.2014
- Coordination and planning skills to achieve results according to schedule.
- Developed and delivered polished sales presentations in order to highlight product and service quality.
- Developed sales strategy based on research of consumer buying trends and market conditions.
- Managed quality assurance programs, internal audits and customer surveys.
Wealth Manager
United Bank Limited, Islamabad
06.2011 - 11.2011
- Developed sales strategy based on research of corporate buying trends and market conditions.
- Researched and shared recommendations on stock market trends and economic forecasts to support portfolio decisions.
- Closed lucrative sales deals using strong negotiation and persuasion skills.
- Assessed and reported on performance attribution on monthly and quarterly basis.
- Developed and presented detailed analysis of investment performance, portfolio attributes and benchmark composition to evaluate investment strategies.
- Created and executed aggressive investment strategies to increase returns for clients.
Relationship Manager
NIB Bank, Islamabad
09.2010 - 06.2011
- Worked closely with Branch Manager to maintain optimum levels of communication to effectively and efficiently complete projects.
- Managed quality assurance program, including on-site evaluations, internal audits and customer surveys.
- Exceeded goals through effective task prioritization and great work ethic.
Sales Manager
Standard Chartered Bank, Islamabad
12.2008 - 08.2010
- Created effective strategies to target new markets after researching and analyzing competitor behavior.
- Identified, hired and trained highly-qualified staff by teaching best practices, procedures and sales strategies.
- Coached employees in successful selling methods and encouraged cross-selling to drive revenue.
- Handled all customer relations issues pleasantly, enabling quick resolution and client satisfaction.
MIS Coordinator
Standard Chartered Bank, Islamabad
02.2007 - 11.2008
- Standardized job tasks and trained junior team members on industry best practices and standards.
- Resolved issues and escalated problems with knowledgeable support and quality service.
- Completed all paperwork, recognizing any discrepancies and addressing them in a timely fashion.
Education
Certified Mutual Fund Distributor -
Institute of Capital Markets
Bachelor of Science - Business Administration and Management
Greenwich University
MS Office and Hardware Orientation - undefined
Microsoft
Secondary School Certificate - undefined
FBISE
Skills
- Certified Mutual Fund Distributor
- Proficient in MS Office
- Excellent Verbal/written communication
- Financial Services Advisor
- Relationship building and management
- Team Player
- Ability to transform new ideas to useful work
- Good Judgements
- Project Management
- Marketing
- Sales expertise
References
Will be provided as & when desired
JOB STRENGTHS
- Treating people with respect
- Keeping commitments & completing tasks timely and correctly
- Knowledge to work within approved budget
- Self-motivated and confident
- Ability to work under pressure
Timeline
Financial Advisor – Private Banking
JS Bank
02.2022 - Current
Branch Manager
Habib Bank Limited, Islamabad
05.2014 - 01.2021
Priority Manager
Standard Chartered Bank, Islamabad
01.2012 - 05.2014
Wealth Manager
United Bank Limited, Islamabad
06.2011 - 11.2011
Relationship Manager
NIB Bank, Islamabad
09.2010 - 06.2011
Sales Manager
Standard Chartered Bank, Islamabad
12.2008 - 08.2010
MIS Coordinator
Standard Chartered Bank, Islamabad
02.2007 - 11.2008
Bachelor of Science - Business Administration and Management
Greenwich University
MS Office and Hardware Orientation - undefined
Microsoft
Secondary School Certificate - undefined
FBISE
Certified Mutual Fund Distributor -
Institute of Capital Markets
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