Financial Advisor

Mhd Eid Rabah

Dubai, UAE
$8000 / month
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About Candidate

Experienced and client-focused Financial Advisor and Mutual Fund representative with a strong background in developing tailored financial plans and investment strategies. Expertise in budgeting, short and long-term financial planning, and creating personalized solutions to help clients achieve their financial goals. Sold over 5 million Canadian dollars in mutual funds in 2024 and recognized as a top 40% performer in the Toronto region in the last quarter. Skilled in providing financial advice, reducing client debt, and setting up savings strategies to optimize financial outcomes.

Education

B
Bachelor of science in banking and finance 2012
EIBFS Dubai, UAE

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I
Islamic banking diploma 2012
EIF Dubai, UAE

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Experiences

F
Financial Advisor 2023-10-01 - 2025-01-01
Scotiabank Toronto, Canada

Sold over 5 million Canadian dollars in mutual funds in 2024. •Achieved top 40% performer status in the Toronto West region for the last quarter. •Manage and provide financial advisory services to a portfolio of over 500 clients, each with a net worth exceeding $10 million •Assisted clients with budgeting strategiesto manage expenses and build savings. •Created investmentstrategiesin mutual fundsthat align with client objectives. •Provided financialsolutionsto help clientslower their debts while maximizing their investment potential. •Regularly met with clientsto review theirfinancialstatus and make necessary adjustments to their portfolios. •Delivered ongoing financial advice to optimize wealth growth and tax- efficient planning.

C
Customer Experience Associate 2021-03-01 - 2021-12-01
Toronto, Canada

Delivered exceptional customer service, assisting with account establishment and transactions. • Ensured confidentiality and accurate input of customer data into the system. •Played an instrumental role in advising customers on services and features, ensuring customersatisfaction and retention.

S
Sales and customer experience representative, 2021-03-01 - 2021-12-18
Toronto, Canada

Sold telecommunication products and services with excellent objection handling. •Consistently achieved monthly sales targets, resulting in $20,000 in sales within six months. •Played a key role in maintaining a high-performance sales culture, fostering teamwork, enthusiasm, and a customer-centric approach.

B
Bank teller 2018-02-01 - 2021-01-01
Sharjah islamic bank

Processed customer transactions accurately and efficiently while maintaining compliance with Islamic banking principles. Provided personalized banking solutions and referred clientsto the customer service team for tailored financial guidance. Ensured excellent customerservice by addressing inquiries, resolving issues, and promoting bank products.

P
Paymentservice provider (PSP), 2015-02-01 - 2017-08-01
Commercial bank of Dubai

Managed and processed digital payments, wire transfers, and merchant transactions in compliance with banking regulations. Assisted corporate and retail clients with paymentsolutions, ensuring seamless transaction processing and issue resolution. Collaborated with internalteamsto enhance paymentservices, optimize efficiency, and support customer needs.

Skills

Customer Relationship Management
93%
Mutual fund investment strategies
92%
Retirement and estate planning
91%
Debt reduction strategies
90%

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