Financial Planning Business Development

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QAIS HAMADI HAMZA

Dip-FA, MLIBF PETR CertLTCP,

Adv DipFA, MA (by dissertation), BA Econ. (Hons)

Richmond, Surrey TW10 6NT 078**-******

*******@*****.*** https://www.linkedin.com/in/qais-hamza

Financial Consultant Business Adviser M Chief Financial Officer Financial Planner

Wealth Management executive, supported by expertise in financial planning, gained by training with world-renowned Paul Armson and Bill Bachrach for charting the path to life-centred and value-based financial planning. I am life-long learner with a passion to helping people to find the right balance between their business wealth and financial wellbeing. I believe every person has a story to tell and it is the duty of the financial adviser to listen to understand the client’s life journey to properly assess their concerns, needs and the future lifestyle they seek.

I specialise in Estate Planning and Retirement Planning. The aim is to minimise the tax on income already taxed and ensuring that wealth is distributed according to the owner’s wishes, while retiring with sufficient income to enjoy one’s desired lifestyle

Having achieved the required level 6 advanced diploma for financial advisers, I am now working as a self-employed with a company authorised and regulated by the Financial Conduct Authority (FCA), utilising my excellent soft skills and people’s experience for positive results.

I have a valid Statement of Professional Standards (SPS) and have successfully completed and dealt with all aspects of the audit for both the Chartered Insurance Institute (CII) and the London Institute of Banking and Finance (LIBF).

Highlights of Expertise

●Financial and Wealth Manager

●Business Development Manager

●Economic and Market Trends Follow-up

●Strategic Business and Financial Planning

●Client Relationships Building

●Financial Services and Consultancy

●Investment Portfolio Selection

●Team Building and Hands-on Leadership

Key Skills Assessment

Expert in identifying areas of client and financial needs, developing long-term relationships with potential business sources, and adhering to regulatory standards. Uniquely successful in closing deals and converting prospects into fee-paying clients. ‘Know Your Customer’ extremely well is my motto.

Continuing interest in developing soft skills through training and interaction with potential clients.

Demonstrate high level of commitment to the achievement of further relevant professional qualifications; develop positive working relationships with professional service companies, such as solicitors, surveyors, architects, accountants, and doctors.

Deliver accurate and prompt report to the Board, and undertake any other assigned duties as required.

Maintain records and incorporate the key principles of Treating Customers Fairly in all aspects of client dealing.

Employ excellent diary management, multitasking and scheduling expertise to assist with prioritisation of regular

Career Experience

Self-employed Independent Financial Adviser

(2019 – Present day)

Sabatical Leave to study for LIBF Level 6

(2017 –2019)

BUSINESS CONSULTANT, London and the Middle East

Consultant (1997 - 2016)

Consultant with a global network of trusted business advisers (Cross Border Associates) as a partner to further progress my career internationally. My clients comprise family members, friends and business associates for whom I provide guidance on various saving and investment products as well as family protection needs.

Proactively functioned as an adviser with to regard business acquisition and property development, whilst producing detailed feasibility and marketing solutions.

Set up many joint ventures with a US telecommunications and Oil and Gas companies, as well as procuring finance for foreign investors to facilitate property acquisitions in the UK.

Designed, developed and executed a comprehensive training programme in conjunction with MerchantBridge for a wide range of senior bankers from Iraq, sponsored by the Central Bank of Iraq.

ARAB BRITISH CHAMBER OF COMMERCE, London

Business Adviser (2009 - 2010)

Facilitated and directly reported to Secretary General on numerous marketing management and other operational matters.

Achieved savings of circa £200k. Established and launched an innovative and productive marketing plan to diversify revenue sources and generate new income streams, while expertly utilising various website and social media channels.

Recruited new members, restructured the organisational responsibilities of staff and prepared a new organisation chart.

ALBENAA REAL ESTATE & INVESTMENT CO, UAE

Chief Operating Officer and Chief Finance Officer (2008 - 2009)

Prepared IPO and initiated a joint venture with a Singaporean property maintenance company just before financial crisis.

Initiated financial strategies, formulated Company's direction, implemented procedures, managed budget and investment.

SIBA AL-JAZEERA CO. SAUDI ARABIA

Managing Director and Partner (1996 - 2005)

Established partnership with a Royal Family Member and Saudi Businessmen to tender for operations and maintenance of ports, airports and requests for proposals from Saudi Oil Marketing Organisation (subsequently merged with ARAMCO).

Collaborated with all the business partners and stakeholders to guarantee the delivery of high-quality product and service.

Project managed all aspects of project implementation and relocation, which included coordination of available resources.

AL FOZAN TRADING COMPANY, SAUDI ARABIA

Finance Director (1993 - 1996)

Delivered new income streams, whilst expanding credit lines to tens of millions of dollars with leading banks, e.g. Saudi-French Bank and Saudi-American Bank.

Significantly reduced operating costs resulting in savings of more than US$1m, and highly commended by the owners for such an improved and positive outcome.

Revived business with Aramco Oil Company which subsequently resulted in substantial contracts with them..

AL DIYAR ENGINEERING, JEDDAH

VP / Finance and Admin Director (1991 –1993)

Spearheaded the entire administration along with operations of highly regarded Architectural and Civil Engineering office.

Major projects included supporting a $20 billion rebuild of holy sites in Mecca and Jordan and various other Royal palaces.

Attended all the executive meetings with stakeholders and financial personnel to achieve future milestones of the project.

PRIOR CAREER PROGRESSION

Managing Partner (1987 - 1991): Sumer International Real Estate, Cyprus and Channel Islands

Finance and Business Development Director (1986 - 1988) Middle East Consultants

Director of the Chairman’s Private Office (1982 - 1986) Abu Dhabi National Oil Company

Group Financial Controller (1979 - 1982) Al Muhairy Group, Abu Dhabi

Audit/office manager (1972- 1979) Arthur Andersen and Touche Ross/Kuwait, Baghdad and Basra, Beirut and Abu Dhabi

Education and Credentials

Advanced Diploma for Financial Advisers, Level 6 (Adv DipFA PETR CertLTCP Chartered ALIBF )

London Institute of Banking and Finance June 2020

Diploma for Independent Financial Advisers, Level 4 (DipFA)

London Institute of Banking & Finance, January 2015

MA Finance by Dissertation on Fixed Income and Securities re Islamic bonds

Durham University, June 2006

BA (Hons) Economics

University of Manchester

Certificate in Financial Planning (CertPFS) from the Chartered Insurance Institute (2011-2012)

Diploma in Advanced Accountancy, Association of International Accountants (AIA), (2010)

Strategic Planning, the Strategy Academy, Bristol, 1998

Professional Memberships

London Institute of Banking and Finance, Chartered Insurance institute, The Personal Finance Society, UKTI, Chatham House, Cross Border Associates, InterNations, Association of International Accountants, Royal Academy of Arts, Iraqi Economists Network and SOAS Iraqi Development Studies.

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