Investment CV
A recruiter-friendly web summary aligned with the downloadable two-page investment CV.
Executive Profile
UAE CMA-accredited Investment Portfolio Manager with 16+ years of professional experience and over a decade across regulated banking, wealth management, investment products and digital investment platforms. Managed 700+ affluent, HNW and UHNW client relationships representing approximately USD 150M in AUM exposure, advising on portfolio positioning, diversification, suitability, risk profiling and Sharia-compliant investment solutions. Experienced in guided-portfolio design, asset-allocation frameworks, rebalancing principles, investment governance and multi-asset investment solutions.
Multi-Asset Investment Experience
Conventional & Sharia-Compliant Equities · Bonds · Sukuk · ETFs · Mutual Funds · Alternative Investments · Digital Assets / Crypto · FX · CFDs
Professional Experience
- Designed a multi-asset guided-portfolio framework across investor risk profiles, defining asset-allocation parameters, suitability criteria, rebalancing principles and portfolio governance.
- Designed the investment operating framework covering asset-allocation methodology, investment-committee workflows, portfolio risk parameters, suitability controls and documentation.
- Translated investment and operational requirements into enhancements for EmCoin Trader and AEC Wallet.
- Supported operating and control frameworks covering reserve management, treasury, banking, wallet operations, issuance, redemption and settlement under the CBUAE framework.
- Managed 700+ affluent, HNW and UHNW relationships representing approximately USD 150M in AUM exposure, advising on portfolio positioning, diversification, suitability and risk profiling.
- Advised across diversified conventional and Sharia-compliant investment solutions.
- Managed retail and affluent relationships across advisory, onboarding, documentation and service delivery, building expertise in investment-product suitability and client risk assessment.
- Advised on Sharia-compliant banking, wealth-management, financing and protection solutions.
- Led B2B sales strategy, pipeline management and client acquisition.
- Commanded 300+ personnel with accountability for operational readiness, resource allocation, discipline and mission delivery.
Capabilities
Portfolio Construction & Asset Allocation · Portfolio Rebalancing & Risk Profiling · Multi-Asset Investment Solutions · HNW / UHNW Wealth Advisory · Investment Product Design & Governance · Suitability & Client Risk Frameworks · Islamic Investments · Digital Wealth · Digital Assets · UAE CMA / CBUAE Regulatory Frameworks
Credentials
- UAE CMA-Accredited Investment Portfolio Manager
- Project Management Professional (PMP) - PMI
- CISI International Certificate in Wealth & Investment Management
- CISI Investment Operations
- CISI International Introduction to Securities & Investment
- CISI Risk in Financial Services
- CISI UAE Financial Rules & Regulations
- Chainalysis Reactor Certification
- Chainalysis Know Your Transaction
- Certified Islamic Banking Professional
- CFI Introduction to Corporate Finance
Education & Languages
B.Sc. Electronic Engineering & Computer Science - Menoufia University, Egypt (2009)
Arabic - Native · English - Professional Proficiency