Services

Video meeting . 45 mins

Career Advisory - Banking & Wealth Management

For bankers targeting either transitioning or relocating.
$500
Popular

About me

Nearly three decades at the intersection of wealth management, private banking, and investment operations across UTI International, JM Financial, SBI Mutual Fund, Suhail Bahwan Group (Oman), FAB, Mashreq, and Emirates NBD, spanning UAE, Singapore, London, KSA, and India. I began my career in fund accounting for NYSE-listed offshore mutual funds, built distribution networks across North India, and advised UHNWIs and institutional investors in Oman before moving into private banking in the GCC. At First Gulf Bank, I was a founding team member of the Wealth Management division, designing product frameworks, policy documents, and investment certification programmes from the ground up. As VP & Head of Private Banking Operations at FAB, I led a multicultural team of 35+ across UAE, Switzerland, and Singapore, covering investment operations, client onboarding, and post-merger integration following the FGB-NBAD merger. I have led end-to-end fintech implementations (FinIQ at Mashreq) and currently oversee Middle Office governance and Wealth Operations at Emirates NBD across four markets, covering AUM reporting, revenue assurance, regulatory compliance (SCA/CMA, CBUAE), and platform transformation. Beyond the corporate track: I am a published author on portfolio performance, benchmarking, and long-term investing, and have served as Guest Professor, bringing practitioner-level insight into academic settings. MBA in Finance. Lean Six Sigma Green Belt. Executive certifications from HarvardX and CFI. My edge is not theory, it is the accumulated pattern recognition of someone who has built, broken, fixed, and scaled wealth management operations across multiple markets and institutional environments. If you are navigating a senior career move in GCC banking, building a middle office function, evaluating a wealth platform, or researching operational governance in financial services, this is the conversation that compresses years into an hour.