HAMAD ABDULLA YATEEM
Bahrain
Summary
Experienced relationship manager with 18 years in wealth management, focusing on Islamic financial products such as collective investments and financing. Proven track record in client relationship development and business growth strategies. Strong communication skills in Arabic and English, enhancing engagement with a broad client base. Aiming to transition into business development and relationship management roles to apply extensive expertise.
Overview
20
20
years of professional experience
Work history
Relationship Manager- Wealth Management Department
Al Salam Bank, Bahrain
, Bahrain
2024.06 - 2026.07
- Managing one of the largest portfolio of clients in the department with more than USD 450 million assets under management, consisting of institutional investors and high-net-worth individuals and family offices.
- Responsible for identifying, developing and maintaining new banking relationships with investors and high net worth clients by meeting their wealth management requirements through offering suitable products and investment solutions that meet their investor profile.
- Able to generate new business through a substantial network locally and across the GCC.
- Offering professional investment advisory and structuring strategic asset allocations that match the risk profile of sophisticated clients.
- Conducting market research and analysis with regards to the Islamic finance and investment industry with a focus on wealth management and asset management.
- Able to attract new clients’ into the various banking products and services which include Deposits, Fixed income, Public Equities, Private Equity, Real Estate and Alternative investments.
- Provide professional customer service and customer care to the Bank’s Clients and maintain their confidentiality.
- Active involvement in Product Development and banking services enhancement projects to constantly improve the added value to the clients with an aim to exceed their expectations.
Relationship Manager- Assistant Manager- Wealth Management Department
Kuwait Finance House, Bahrain
2017.01 - 2024.05
- Managing one of the largest portfolio of clients in the department with more than USD300 million assets under management, consisting of institutional investors and high-net-worth individuals and family offices.
- Responsible for identifying, developing and maintaining new banking relationships with investors and high net worth clients by meeting their wealth management requirements through offering suitable products and investment solutions that meet their investor profile.
- Able to generate new business through a substantial network locally and across the GCC.
- Offering professional investment advisory and structuring strategic asset allocations that match the risk profile of sophisticated clients.
- Conducting market research and analysis with regards to the Islamic finance and investment industry with a focus on wealth management and asset management.
- Able to attract new clients’ into the various banking products and services which include Deposits, Fixed income, Public Equities, Private Equity, Real Estate and Alternative investments.
- Provide professional customer service and customer care to the Bank’s Clients and maintain their confidentiality.
- Active involvement in Product Development and banking services enhancement projects to constantly improve the added value to the clients with an aim to exceed their expectations.
Relationship Manager- Assistant Manager & Team Leader – Private Banking
Kuwait Finance House, Bahrain
2011.01 - 2016.12
- Managing one of the largest portfolio of clients worth more than USD130 mn at KFH, consisting of Corporate clients (multinationals and locals) and high-net-worth individuals.
- Supervising a team of Relationship Managers with a cumulative portfolio of over USD80 mn across all of the Gulf countries.
- Onboarded 20 new GCC and Bahraini relationships in the past 3 years which currently contribute to 40% of the private banking budget.
- Handled the ‘account opening’ of more than 50% of the existing portfolio, assisting non-resident clients in opening their first bank accounts in Bahrain.
- Coordinating with the Product and Business Development teams in structuring solutions based on clients’ requirements (e.g. Islamic trading portfolio solution).
- Conducting local market research to identify opportunities including new businesses establishing in Bahrain or projects to be financed.
- Generating weekly and monthly reports including KPI monitoring, deals pipeline, placement and risk reports.
- Guiding all the audit missions on the Private Banking, providing auditors with presentations and documentation regarding the relationships and following up on the implementation of the missions’ recommendations.
- Considered as first point of contact in the Private Banking Department in Know Your Customer (KYC), Compliance & AML missions, handling the documentation and reports of high sensitive clients.
- Preparing customized pitches to corporates, financial institutions and high-net-worth individuals to market our products and services including deposits, fixed income, cash management, funds, loans, credit cards and more.
- Coordinated with Legal, Compliance, Business Development, Branches & Business Lines in revamping the account opening forms making them simpler and more efficient for clients.
- Led a credit card improvement project with the Products Team to issue new related services & partnerships.
Supervisor at Kuwait Finance House Branch
Kuwait Finance House, Bahrain
2008.08 - 2011.01
- Provided customer service support to more than 500 clients monthly including individuals, SMEs and corporates.
- Managed the Teller & Customer Service Desks acting as the Deputy to the Branch’s Manager.
Trainee- Operations Department
Credimax, Bahrain
2006.07 - 2006.08
Education
Fintech Program
Georgetown University
Investment Representative Program (Series 7)
Bahrain Institute of Banking & Finance (BIBF)
Master's - Business Administration
Ahlia University
BahrainBachelor's - Business Management
University of Bahrain
BahrainSkills
- Trust building and client relationships
- Regulatory compliance knowledge
- Financial products familiarity
- Empathetic advising
- Mutual funds expertise
- Portfolio management
- Client satisfaction strategies
- Marketing expertise
VOCATIONAL TRAINING
- Shariah Auditing for Non-Auditors Bahrain Institute of Banking & Finance (BIBF) (Apr 2019)
- Hedging in Islamic Finance: Concept, Strategies & Instruments Bahrain Institute of Banking & Finance (BIBF) (Sep 2017)
- Certified Management Institute (CMI) Level 5 - Being a Leader Bahrain Institute of Banking & Finance (BIBF) (Jul 2015)
- Certified Management Institute (CMI) Level 5 - Planning for Development Bahrain Institute of Banking & Finance (BIBF) (Jun 2015)
- Analyzing Islamic Bank Financial Statements Bahrain Institute of Banking & Finance (BIBF) (Nov 2014)
- Key Account Management Bahrain Institute of Banking & Finance (BIBF) (Nov 2012)
- Exceptional Customer Care - Creating the experience Bahrain Institute of Banking & Finance (BIBF) (Nov 2012)
- Advanced Credit Analysis Bahrain Institute of Banking & Finance (BIBF) (Jul 2012)
- Professional Presentation Skills Bahrain Institute of Banking & Finance (BIBF) (Apr 2012)
- Financial Statement Analysis Bahrain Institute of Banking & Finance (BIBF) (Sep 2011)
- Understanding Financial Statement Bahrain Institute of Banking & Finance (BIBF) (Mar 2010)
- Introduction to Basel II Bahrain Institute of Banking & Finance (BIBF) (Nov 2009)
- Anti-Money Laundering Awareness Bahrain Institute of Banking & Finance (BIBF) (May 2009)
- Shariah Aspect of Service of Islamic Banks Bahrain Institute of Banking & Finance (BIBF) (April 2009)
- Shariah Aspects of Selling & Investment Bahrain Institute of Banking & Finance (BIBF) (April 2009)
- Service Excellence Bahrain Institute of Banking & Finance (BIBF) (Mar 2009)
Timeline
Relationship Manager- Wealth Management Department
Al Salam Bank, Bahrain
2024.06 - 2026.07
Relationship Manager- Assistant Manager- Wealth Management Department
Kuwait Finance House, Bahrain
2017.01 - 2024.05
Relationship Manager- Assistant Manager & Team Leader – Private Banking
Kuwait Finance House, Bahrain
2011.01 - 2016.12
Supervisor at Kuwait Finance House Branch
Kuwait Finance House, Bahrain
2008.08 - 2011.01
Trainee- Operations Department
Credimax, Bahrain
2006.07 - 2006.08
Bachelor's - Business Management
University of Bahrain
Master's - Business Administration
Ahlia University
Investment Representative Program (Series 7)
Bahrain Institute of Banking & Finance (BIBF)
Fintech Program
Georgetown University