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Interview Assessment Notes
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1. Could you introduce yourself and tell us about you? Your current/recent jobs and employers? Previous companies and jobs?
He began his career in 2016 as an Introducing Broker (IB), developing skills in cold calling and client relationship building. In 2018, he joined XXX, a leading firm in Asia and the Abu Dhabi Global Market (ADGM). Starting in sales, he managed lead generation, market analysis, and client engagement, earning a promotion to Team Leader within a year. In this role, he led a team of 15, conducted training, and focused on lead conversion, particularly in Egypt.
In 2021, he joined as a Sales Manager with XXXX which is a big banking company/firm in UAE, overseeing client accounts and a six-member team. He has extensive experience managing high-net-worth individuals (HNWIs), both locally and internationally, handling accounts with capital exceeding millions of dollars per month.
He specializes in tailoring client solutions, understanding complex requirements, and aligning business opportunities with company goals. His expertise includes assessing risks, managing high-value portfolios, and maintaining regulatory and operational standards, reflecting a strategic approach to business growth.
2. What skill(s) / experience would you self-describe as strongest or specialist in?
He excels in client acquisition and relationship management, particularly with high-net-worth individuals (HNWIs), leveraging his deep understanding of their unique financial needs and risk profiles. His expertise spans team leadership, having successfully managed and trained teams to achieve high performance.
He is skilled in market analysis, including identifying trends, evaluating opportunities, and developing strategies to optimize client portfolios. Additionally, he is proficient in managing sales processes, from lead generation to conversion, and adapting to diverse client requirements.
His ability to assess business feasibility, align opportunities with company goals, and ensure regulatory compliance showcases his strategic and analytical capabilities, making him highly effective in driving business growth in the forex and financial services sectors.
3. Do you have XXXX (Key Criteria 1)? If so can you tell me more?
With over eight years of experience in financial markets, including CFDs, cryptocurrencies, and share stocks, he brings a wealth of expertise in trading, client management, and business development. A graduate with a B.Sc. (Honours) in Telecommunication & Electronics Engineering from XXX, he began his career managing local and international HNWI clients, skillfully handling accounts worth millions in capital. His deep knowledge of platforms like MetaTrader 4 and 5, combined with his analytical approach, has allowed him to excel in risk assessment, setting up client and group settings, and implementing tailored trading strategies. On top of that, he is familiar with lots of CRM tools used for sales tracking and management, handling AML and KYC procedures especially for banks, and has honed his ability to align business opportunities with company goals, diversify client portfolios, and evaluate high-value client suitability. Known for his strong grasp of compliance, regulations, and business feasibility, he specializes in managing risks and creating growth opportunities while maintaining operational excellence.
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Recruiters
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Employment Agency
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Silicon Valley Associates Recruitment.
907, 9th Floor, Silvercord Tower 2, Tsim Sha Tsui. Kowloon, Hong Kong
25F, Central Plaza, Xin Tian Di, Shanghai
Ubi TechPark #01-08, Singapore
Sunshine Technology & Innovation Centre, No.1003 Nanxin Road, Nanshan, Shenzhen
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