Ali Sareeny

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
1. Business Analysts Certificate from
Global Golden Group, 2019
2. Certificate in business law workshop
from Lebanese American University, 2017
3. Certificate in Lebanese Financial
Regulations from ESA Business school, 2015
4. Branch Manager of the year 2020 – BLC Bank
5. 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)