Financial professional with over 25 years of experience in the custody and clearing industry
Diverse range of skills and competencies gained through exposure to the Australian and MENA markets
Overview
35
35
years of professional experience
Work History
Head of Securities Services
HSBC Bank Middle East Limited
01.2016 - 11.2022
Responsible for directing and developing the Securities Services business in Kuwait to achieve the agreed business targets and maximize profits
Led by driving change in the market, improving product service delivery and ensured quality client service at all times
Sought and identified opportunities for innovation based on client feedback and participation in industry forums and implemented required system and service changes to support market changes
Significantly increased HSS Kuwait's market share and ensured consistent customer satisfaction and achievement of agreed service standards.
Acting Head of Securities Services
HSBC Bank Middle East Limited
10.2015 - 01.2016
AVP Client Services, Securities Services
HSBC Bank Middle East Limited
09.2011 - 10.2015
MATERNITY LEAVE January 2012 - June 2012
Led the client service team to meet all set objectives and provide a consistently high level of client service to all clients
Provided guidance, training and mentoring to the client service team and all new joiners in HSS.
Ensured the timely implementation of best practices from the Region and Group and the enhancement of local practices by instilling a culture of 'working smarter'
Coverage of the Head of HSS role during his absences and back-up in case of need
Manager Client Services, Securities Services
HSBC Bank Middle East Limited
06.2008 - 09.2011
MATERNITY LEAVE May 2009 - August 2009
Responsible for providing high quality client service to majority of the Top 10 clients in terms of trading activities and revenue generated
Responsible for ensuring procedures and practices move towards global standards by importing best practices and training local staff by sharing knowledge and experience.
Manager Client Services, Securities Services
HSBC Australia
12.2006 - 06.2008
Responsible for providing client service to a range of mid to large size Global bank relationships, including the HSBC group clients
Ensuring service provided to clients was proactive, consistent and met all specialized requirements
Duties included enquiry resolution, relationship management, fee tracking and invoicing and monitoring of trading and corporate action activity.
Manager Market Communications
Westpac Custodian Nominees
12.2005 - 12.2006
Produced and dispatched all market related broadcasts and information to all clients including Monthly Updates, Market changes and impacts, and Complex corporate events
Responsible for maintaining Westpac Custody website and client communication contact lists as well as creating ad hoc magazine and other printed articles
During the Westpac / HSBC transition was responsible for all client and staff transition updates and publications
Online Custody Project
Westpac Custodian Nominees
08.2005 - 12.2005
Business representative on On Online Custody Project
Responsible for outlining business requirements, defining and writing test cases and co- ordination of on-going business testing of new web-based offering for custody clients.
Manager Client Services
Westpac Custodian Nominees
01.1998 - 08.2005
MATERNITY LEAVE October 2004 - August 2005
Responsible for providing client service to a range of clients including Global banks, Japanese banks, Broker dealers, Private retail clients and Westpac Mortgage over Securities clients
Managed a team of seven including Account Executives and Client Services Officers
Responsible for all staff appraisals and development plans as well as overall responsibility for the client relationships
Managed the day to day operations including settlements (equities and fixed interest), cash projections, corporate event monitoring, end of month fee and statistic reporting and invoicing.
Account Executive
Westpac Custodian Nominees
01.1993 - 01.1998
Responsible for providing client service to a range of mid sized Global Banks as well as Private retail clients and domestic fund managers
Directly reported to a Client Service Manager and directly supervised an assistant account executive and client service officer.
Assistant Account Executive
Westpac Custodian Nominees
01.1990 - 01.1993
Responsible for providing client service to a range of small to mid sized Global banks, private retail clients and domestic fund managers.
Client Service Officer
Westpac Custodian Nominees
11.1987 - 01.1990
Direct assistant to Account Executive providing client service to Top Tier global bank relationships.
Responsible for monitoring and reporting of all settlement and corporate event activities and assisting the Account Executive.
Education
Westpac sponsored courses
Intermediate Excel, Time Management, Conflict
Resolution, Management Training -
Westpac Run Courses
Bachelor - Business / Not Completed
University of Western Sydney
Sydney
1987
Higher School Certificate -
Strathfield Girls High School
Sydney
1984
Skills
Recognition from market authorities for successful market advocacy and driving and implementing market change
Consistent record of excellent client service and relationship management skills
Timeline
Head of Securities Services
HSBC Bank Middle East Limited
01.2016 - 11.2022
Acting Head of Securities Services
HSBC Bank Middle East Limited
10.2015 - 01.2016
AVP Client Services, Securities Services
HSBC Bank Middle East Limited
09.2011 - 10.2015
Manager Client Services, Securities Services
HSBC Bank Middle East Limited
06.2008 - 09.2011
Manager Client Services, Securities Services
HSBC Australia
12.2006 - 06.2008
Manager Market Communications
Westpac Custodian Nominees
12.2005 - 12.2006
Online Custody Project
Westpac Custodian Nominees
08.2005 - 12.2005
Manager Client Services
Westpac Custodian Nominees
01.1998 - 08.2005
Account Executive
Westpac Custodian Nominees
01.1993 - 01.1998
Assistant Account Executive
Westpac Custodian Nominees
01.1990 - 01.1993
Client Service Officer
Westpac Custodian Nominees
11.1987 - 01.1990
Westpac sponsored courses
Intermediate Excel, Time Management, Conflict
Resolution, Management Training -
Westpac Run Courses
Bachelor - Business / Not Completed
University of Western Sydney
Higher School Certificate -
Strathfield Girls High School
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