Mahmoud Amer
Mclean,VA
Summary
As a private client banker at JPMorgan Chase, my position revolves around providing customized financial strategies to affluent clientele. With a comprehensive background spanning over six years in the financial sector, my expertise encompasses wealth management, lending, retirement planning, and customer relationship management (CRM).
My primary focus centers on delivering unparalleled service, nurturing enduring client partnerships, and achieving both personal and team objectives. I honed my analytical and problem-solving skills through my academic pursuits in business administration and management at Misr University for Science and Technology. Proficiency in both English and Arabic enables me to effectively engage with a diverse spectrum of clients.
Overview
7
7
years of professional experience
Work History
Private Client Banker (Assistant Vice President)
J.P. Morgan Chase
04.2021 - Current
- Managing a portfolio book of business worth 90MM, serving 350 Clients.
- Achieved top performance in the region, generating over $5MM in new funds monthly.
- Work with clients to define investment goals and collaborate with financial advisors to build individualized investment strategy to meet those goals.
- Cultivate working relationships with different partners, lawyers, and accounting firms to build financial services partnerships and opportunities.
- Identify and address client requirements with appropriate solutions, and direct clients to relevant support teams if necessary.
- Collaborate effectively in team setting and contribute to the growth and support of junior team members.
- Delivered strong results in new account acquisition through strategic prospecting and networking efforts.
Relationship Banker - Small Business Specialist
J.P. Morgan Chase
04.2019 - 03.2021
- Catering to affluent clients by providing advice-oriented services to address various financial requirements
- Collaborating with Chase team to ensure that customers receive specialized assistance across different bank sectors
- Partnering closely with Chase Private Client team to foster a robust connection and educate affluent customers about Private Client platform.
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
Senior Client Service Representative
TD Bank
09.2017 - 04.2019
- Developed rapport with key accounts through proactive check-ins, fostering loyalty and long-term partnerships.
- Collaborated with management team to establish clear divisions of responsibilities
- Adhered to bank policies and facilitated safe and protected transactions.
- Provided close assistance to clients by offering various financial services, including lending services and facilitating Home Equity Line of Credit submissions.
Education
Business Administration
Northern Virginia Community College
Alexandria, VABusiness Administration And Management
Misr University For Science And Technology
Cairo, EgyptSkills
- Wealth Management Services
- Customer Relationship Management
- Small Business Lending
- Critical Thinking
- Financial Planning
- Compliance knowledge
Certifications & Licenses
- Series 6 - Investment company products/variable life contracts
- Series 63 - Uniform Securities State Law
- Life & Health Insurance Licensed
Timeline
Private Client Banker (Assistant Vice President)
J.P. Morgan Chase
04.2021 - Current
Relationship Banker - Small Business Specialist
J.P. Morgan Chase
04.2019 - 03.2021
Senior Client Service Representative
TD Bank
09.2017 - 04.2019
Business Administration
Northern Virginia Community College
Business Administration And Management
Misr University For Science And Technology