Ali Samir Hussein
Brooklyn
Summary
Assistant Vice President | Private Client Banker at JPMorgan Chase with 10+ years of experience helping individuals and families achieve their financial goals. Experienced in wealth management, investments, retirement planning, lending, and insurance solutions. Fully licensed with FINRA Series 6, Series 63, SIE, and New York State Life Insurance. Recognized for building lasting client relationships, exceeding performance goals, and delivering a personalized, high-touch banking experience with integrity and professionalism.
Overview
14
14
years of professional experience
Work History
VP Private Client Banker - SB/MOD
JPMorgan Chase & Co.
New York
02.2026 - Current
- Actively manages the banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
- Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
- Informed clients on advantages of Chase Private Client services, enhancing their financial decision-making.
- Streamlined client access to self-service account options, improving overall convenience and satisfaction.
- Ensured compliance with banking policies, procedures, and regulations.
Relationship Banker
JPMorgan Chase
New York
03.2023 - 02.2026
- Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
- Educated clients on banking products to enhance their financial understanding.
- Advised clients on investment options based on their individual needs and risk tolerance levels.
- Recommended tailored products and services to align with customer needs and improve satisfaction.
- Conducted an average of 30 calls daily to engage clients in my book of business.
Senior Relationship Banker
Arab International African Bank, Egypt
Alexandria
10.2022 - 12.2022
- Promoted from relationship officer position
- Identified potential customers through databases, cold calling, and follow-up leads via telephone and personal contacts
- Sold personal finance products to targeted customer segments, consistently meeting monthly sales targets
- Contacted potential customers to effectively communicate bank’s product offerings and address their needs
Relationship Banker
Credit Agricole Egypt, Egypt
Alexandria
06.2020 - 09.2022
- Received promotion from relationship assistant after demonstrating strong performance
- Provide superior customer service exceeding customer expectations
- Delivered exceptional customer service, consistently surpassing expectations
- Identified target and realized new share of wallet opportunities through provision of new products and services
- Business Development
- Engaged in business development activities to expand client base
- Sought referrals from existing customers and collaborated with other business units within Credit Agricole Egypt Network
Relationship Banker
Credit Agricole Egypt, Egypt
Alexandria
08.2015 - 06.2020
- Managed client relationships to enhance satisfaction
- Delivered superior customer service that consistently exceeded customer expectations
- Identified target and realized new share of wallet opportunities through provision of new products and services
- Conducted call and care visits according to the plan
- Developed strategies for business growth
Corporate Marketing Specialist
Joly Optics, Egypt
Alexandri
12.2012 - 04.2014
- Prepared reports of findings, illustrated data graphically, and translated complex findings into clear written text to enhance decision-making
- Sought and provided information to help companies evaluate their marketplace position and identify strategic opportunities
- Gathered data on competitors and analyzed their pricing strategies, sales performance, and marketing methods to inform competitive positioning
Customer Service Representative
Sutherland ( AT&T ), Egypt
Alexandria
12.2012 - 04.2013
- Working at the billing and selling department
- Sold products and processed customer orders in computer system
- Provided detailed product and service information to customers
- Upsell products and services
- Transfer customer calls to appropriate staff
- Managed a high volume of customer calls, averaging 70 per day
Education
Bachelor of Business Administration - Accounting
Pharos University Alexandria
Alexandria, EgyptSkills
- Portfolio management
- Wealth management
- Financial analysis
- Client acquisition
- Banking software proficiency
- Microsoft Office ( Word, Excel, Outlook )
- Customer service
- Relationship building
Licenses & certifications
- Insurance Agent, life, variable life & variable annuities. New York department of financial services
- Uniform Securties Agent State Law “Series 63”. NASAA
- Investment Company and Variable Contracts Products “Series 6” FINRA
- Securities Industry Essentials (SIE) FINRA
Hobbies and Interests
Reading, Music, Running, Technology
Languages
English, Arabic
COURSES
- Insurance Agent, life, variable life & variable annuities. New York department of financial services
- Uniform Securties Agent State Law “Series 63”. NASAA
- Investment Company and Variable Contracts Products “Series 6” FINRA
- Securities Industry Essentials (SIE) FINRA
Timeline
VP Private Client Banker - SB/MOD
JPMorgan Chase & Co.
02.2026 - Current
Relationship Banker
JPMorgan Chase
03.2023 - 02.2026
Senior Relationship Banker
Arab International African Bank, Egypt
10.2022 - 12.2022
Relationship Banker
Credit Agricole Egypt, Egypt
06.2020 - 09.2022
Relationship Banker
Credit Agricole Egypt, Egypt
08.2015 - 06.2020
Corporate Marketing Specialist
Joly Optics, Egypt
12.2012 - 04.2014
Customer Service Representative
Sutherland ( AT&T ), Egypt
12.2012 - 04.2013
Bachelor of Business Administration - Accounting
Pharos University Alexandria