Shouq Alzahrani
Saudi Arabia
Summary
Dynamic Financial Advisor with a proven track record at Alrajhi Bank, adept at crafting personalized financial plans and conducting in-depth investment analysis. Leveraging strong leadership and critical thinking skills, I enhance client satisfaction and deliver strategic insights, ensuring clients achieve their financial goals through tailored solutions and effective communication.
Overview
1
1
year of professional experience
2025
2025
years of post-secondary education
1
1
Certification
Work History
Financial Advisor
Alrajhi Bank
Jeddah
07.2025 - Current
- Assisted clients in understanding financial products and services offered.
- Developed personalized financial plans based on client needs and goals.
- Conducted market research to identify investment opportunities for clients.
- Collaborated with team members to enhance service delivery and client satisfaction.
- Prepared comprehensive reports detailing client accounts and recommendations.
- Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
- Interviewed clients to determine income, expenses, financial objectives, and risk tolerance in order to develop successful financial plans.
- Facilitated client meetings with comprehensive investment strategy planning.
- Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
Education
Master's of science - Finance and Management
University of Sussex
Brighton, United Kingdom 09.2023 - 10.2024
Bachelor's of art - Business Management
Middlesex University
London, United KingdomFoundation degree - Business, Finance and Management
Lancaster University
United Kingdom 01.2019 - 01.2020
Skills
- Microsoft Office
- Excel
- Power Point
- Financial planning
- Strategic analysis
- Financial modeling
- Leadership
- Solving Problems
Technical Tools: Advanced Microsoft Office (Excel, PowerPoint) and Professional Reporting
- Investment analysis
- Time management
- Stress management
- Tax planning
- Critical thinking
- Banking
- Presentation skills
Certification
- Investments
- Data analysis and business intelligence
- Corporate Finance
- Financial modeling in Excel
Hobbies and Interests
- Financial markets
- Economic research
- Personal investing
- Entrepreneurship
- International travel
- Volunteering
- Startup culture
Extracurricular Activities
Member, Finance Society, University of Sussex, Brighton, United Kingdom, 01/01/24, 09/01/24, Competed in society's mock trading competition., Attended regular talks and networking events with professionals from the finance industry., Actively participated in workshops to enhance finance knowledge.
Skills
Microsoft office, Excel, Power Point.
Languages
Arabic
First Language
English
Proficient
C2
Timeline
Financial Advisor
Alrajhi Bank
07.2025 - Current
Master's of science - Finance and Management
University of Sussex
09.2023 - 10.2024
Foundation degree - Business, Finance and Management
Lancaster University
01.2019 - 01.2020
Bachelor's of art - Business Management
Middlesex University