Summary
Overview
Work History
Education
Skills
Timeline
Generic

Emma Al Merzah

Minchinbury

Summary

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
2016.01 - 2022.11
  • 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
2015.10 - 2016.01

AVP Client Services, Securities Services

HSBC Bank Middle East Limited
2011.09 - 2015.10

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
2008.06 - 2011.09

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
2006.12 - 2008.06
  • 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
2005.12 - 2006.12
  • 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
2005.08 - 2005.12
  • 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
1998.01 - 2005.08

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
1993.01 - 1998.01
  • 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
1990.01 - 1993.01
  • 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
1987.11 - 1990.01
  • 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
2016.01 - 2022.11

Acting Head of Securities Services

HSBC Bank Middle East Limited
2015.10 - 2016.01

AVP Client Services, Securities Services

HSBC Bank Middle East Limited
2011.09 - 2015.10

Manager Client Services, Securities Services

HSBC Bank Middle East Limited
2008.06 - 2011.09

Manager Client Services, Securities Services

HSBC Australia
2006.12 - 2008.06

Manager Market Communications

Westpac Custodian Nominees
2005.12 - 2006.12

Online Custody Project

Westpac Custodian Nominees
2005.08 - 2005.12

Manager Client Services

Westpac Custodian Nominees
1998.01 - 2005.08

Account Executive

Westpac Custodian Nominees
1993.01 - 1998.01

Assistant Account Executive

Westpac Custodian Nominees
1990.01 - 1993.01

Client Service Officer

Westpac Custodian Nominees
1987.11 - 1990.01

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
Emma Al Merzah