Btissam Jaafar

• Working with clients to support understanding of rationale and details of financial strategies.
• Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
• working to build strong relationship with existing clients and establishing new contacts through networking.
• Utilizing web-based tools to manage a database of clients.
• Facilitated presentation and recommendation of services by optimizing client relationships.
• Appropriately marketed commercial properties and sold for best possible prices and conditions.
• Networking with clients via phone, email and social media

• Partnered with Portfolio Consultants to deliver disciplined, non- discretionary advice to help Private Clients reach their financial goals

• Utilized practice management skills in an efficient and effective manner

• Coordinated wealth management reviews with Portfolio Consultants and our Financial Consultant branch partners

• Consulted clients on wealth management needs and bringing in wealth strategists when needed and partnering with client’s existing advisors

• Delivered regularly scheduled and impromptu portfolio consultations to clients to implement the company’s investment strategies and rebalance portfolio allocations

• Developed and implemented reports and presentations for key stakeholders and senior management.
• Communicated market developments, portfolio changes and annual performance information to clients.
• Developed and presented proposals for new investments.
• Provided strategy advice to high net worth clients.
• Facilitated portfolio performance review and implemented new strategies.
• Recommended investment strategies to meet client financial objectives.

• Cultivated new business and maintained accounts for fixed income products such as municipal and corporate bonds, bond funds, and unit investment trusts

• Performed comprehensive regulatory reviews of client forms and correspondence

• Established thriving relationships with financial advisors to generate growth within advisor businesses

• supported independent Registered Investment Advisors with trade executions, operational support

• Acted as Subject Matter Expert for Estates Accounts, Taxes, cost basis and Advanced trading plat form.

• Discussed trading strategies with portfolio managers to highlight current market sentiment, price points of resistance and support and liquidity characteristics of positions.
• Worked on behalf of companies to buy and sell financial instruments.
• Negotiated and executed complex financial transactions with international clients.
• Collaborated with analysts and coverage traders to distribute relevant market information.
• Devised detailed hedge and trade strategies for specific trades.
• Developed advanced product knowledge to share current information while generating and delivering products quotes.

• Daily workflow coordinator running beginning of the day query tools to plan the business.

• Training and oversight of operations staff in the areas of complex organizational account types and areas of investment concepts such as investment planning, taxation, estate and retirement planning

• Built high quality relationships between investment advisors and Schwab’s advisory service

• Planned and communicated with senior leadership within and across the organization to meet and exceed the needs of the business

• Facilitated conference calls with our investment advisory clients and the company's service teams to promote the benefits of bringing additional assets while strengthening the existing relationships.