SARA BORHANIFARD
Dubai,UAE
Summary
Experienced finance and banking professional with 10+ years of expertise in personal and corporate banking, investment strategy, financial advisory, and international business development. Skilled in building data-driven strategies, risk management, and client relationship management, with a track record of optimizing financial performance across diverse markets.
Overview
12
12
years of professional experience
3
3
Certifications
Work History
Banking Associate
TD Bank Of Canada
12.2023 - 08.2025
- Managed corporate and retail client portfolios, providing tailored financial solutions and strategic investment advice.
- Conducted credit analysis, risk assessment, and compliance checks to ensure regulatory adherence.
- Developed financial reports, dashboards, and performance metrics for management review.
- Collaborated with cross-functional teams to improve customer experience and optimize banking operations.
Wealth Consultant
WdeVere Group
05.2023 - 10.2023
- Developed comprehensive wealth management strategies, including retirement planning, offshore investments, tax optimization, and family protection.
- Conducted detailed client financial assessments to align portfolio allocation with goals, risk tolerance, and time horizons.
- Delivered investment and insurance solutions through a whole-of-market approach, ensuring product neutrality and client-first recommendations.
Financial Accountant
World Financial Group (WFG)
01.2014 - 03.2023
- Advised SMEs on financial planning, business strategy, and investment analysis.
- Implemented financial reporting systems to improve transparency and performance tracking.
Education
Hospitality Management - Hospitality Management
Seneca College
Toronto, ON01.2014
B.A. - Business Management
Ajman University of Science And Technology
Ajman, UAE01.2012
Skills
- Excel (Advanced Modelling)
- Risk management
- Client relationship management
- Effective communication
- Problem solving
- Attention to detail
- Customer service
- Wealth management
- Investment advisory
- Financial planning
- Sales proficiency
- QuickBooks
- CRM Systems
- Google Workspace
Projects
Built financial models integrating cross-border investment and trading operations, enabling scalable business growth. Managed a remote finance team to improve cost efficiency by 15%. Designed investor pitch decks resulting in commitments exceeding $500K. Recognized by WFG network for top-tier performance in client growth and financial advisory.
Languages
English
Native/ Bilingual
Arabic
Elementary
Certification
Life License Qualification Program (LLQP)
Timeline
Banking Associate
TD Bank Of Canada
12.2023 - 08.2025
Wealth Consultant
WdeVere Group
05.2023 - 10.2023
Financial Accountant
World Financial Group (WFG)
01.2014 - 03.2023
Hospitality Management - Hospitality Management
Seneca College
B.A. - Business Management
Ajman University of Science And Technology