Summary
Overview
Work History
Education
Skills
Timeline
Generic

LAYLA ALSAHLI

Senior Private Banker
London

Summary

Professional with high standards and strong background in wealth management . Proven ability to build and maintain UHNW client relationships, manage portfolios, and deliver exceptional financial solutions. Possesses expertise in advisory service , discretionary portfolios, Investment strategies, risk assessment, and wealth planning with client-focused approach. Highly motivated to rejoin the private banking industry following an enriching career break devoted to travel and volunteer work in West Africa.

Overview

16
16
years of professional experience
2
2
Languages

Work History

Private Banker Lead- MENA Market

Citi Private Bank
11.2022 - 05.2024
  • Managed a diverse client portfolio that included entrepreneurs, professionals, and Ultra-high-net-worth Middle Eastern clients , each with a minimum average net worth of 25MM USD, while consistently upholding stringent compliance and institutional standards.
  • Boosted client satisfaction by offering tailored financial advice and investment strategies based on individual goals and risk tolerance.
  • Worked closely with a dedicated team of product specialists, investment counselors, estate and wealth planners to identify strategies for clients' unique needs.
  • Generated new business leads by leveraging existing connections and attending industry conferences and targeted networking events.

UK Sales Team Leader

Citi Global Wealth
04.2022 - 11.2022
  • Managed a high-performing sales team, consistently achieving and surpassing set targets.
  • Led weekly sales meetings to review performance metrics and develop action plans for continuous improvement.
  • Fostered an environment of collaboration within the sales team which encouraged knowledge sharing and group problem solving.
  • Boosted sales performance by implementing effective team training and coaching strategies.

Private Client Investment Advisor

Citi Global Wealth
04.2018 - 11.2022
  • Managed a portfolio of UHNW clients with AUM of 700MM USD.
  • Generated AUM growth and revenue streams that ensure delivery of the financial plan of the business through effective client acquisition and cross-selling of various investment products.
  • Worked with a team of product experts and portfolio specialists to develop long-term solutions to strengthen clients' relationships with Citi.
  • Created reports outlining current market conditions, asset allocation trends, and portfolio performance reviews for clients.

Senior Relationship Manager

Citi IPB EMEA
08.2013 - 08.2017
  • Managed a diverse portfolio of high-net-worth Middle Eastern clients, ensuring satisfaction and retention through personalized attention and strategic planning.
  • Ensured strong controls and compliance on any regulatory requirement (enhanced due diligence reviews, AML, and investment suitability).
  • Collaborated with internal teams to deliver comprehensive wealth management services, maximizing client satisfaction and loyalty.
  • Provided timely updates on significant market events or economic news that could impact clients'' portfolios or financial strategies.

Financial Accountant

Handmade Bohemian Crystal Ltd
10.2010 - 01.2012

Mitigated impacts on financial accounting and business operations by working proactively to identify and resolve strategic concerns.

Private Client Service Manager

Arab Bank
03.2008 - 03.2010

Provided tailored investment advice and solutions to HNW clients across different products such as credit facilities, treasury, and investment products.

Education

Private Client Investment Advice & Management - Level 6

Chartered Institute For Securities & Investment CISI
UK

MSC - Finance

University of Westminster, Westminster Business School

Foundations of Investment Management -

Wharton Global Wealth Institute
US

Investment Advice Diploma -IAD - Level 4

Chartered Institute For Securities & Investment CISI
UK

Skills

Wealth Management

Asset Allocation

Investment Strategies

Business Development

Regulatory Compliance

Team Management

Timeline

Private Banker Lead- MENA Market

Citi Private Bank
11.2022 - 05.2024

UK Sales Team Leader

Citi Global Wealth
04.2022 - 11.2022

Private Client Investment Advisor

Citi Global Wealth
04.2018 - 11.2022

Senior Relationship Manager

Citi IPB EMEA
08.2013 - 08.2017

Financial Accountant

Handmade Bohemian Crystal Ltd
10.2010 - 01.2012

Private Client Service Manager

Arab Bank
03.2008 - 03.2010

MSC - Finance

University of Westminster, Westminster Business School

Private Client Investment Advice & Management - Level 6

Chartered Institute For Securities & Investment CISI

Foundations of Investment Management -

Wharton Global Wealth Institute

Investment Advice Diploma -IAD - Level 4

Chartered Institute For Securities & Investment CISI
LAYLA ALSAHLISenior Private Banker