Manager Financial

Personal statement

Miflal Iqbal

Al Thaqafa Street,

Doha, Qatar

+974-****-**** • ***********@*******.***

An ambitious ACCA and CISI student driven to be the best at what I do and succeed in the financial services sector.

With the corporate world at the forefront of power and in need of careful strategic analysis to maintain a stable economy, the supremacy of money and the art of giving significance to every penny have inspired me to pursue my career in the financial services field. Studying ACCA has thus far given me a mix of financial management and accounting skills, along with CISI which gave me a good insight into the way capital markets work and the different aspects of wealth management. Thus far, in my short career, I have had the opportunity to work at NDB Bank, one of the finest banks in Sri Lanka, which gave me the knowledge and exposure of retail banking and building good networks with a diverse group of customers.

Moving to a wealth management company, Beyond Wealth (Pvt) Ltd, has given me a better understanding of managing portfolios and risk by designing my own wealth plans for our clients. Furthermore, dealing with high net worth and ultra-high net worth individuals has improved my network and has also given me a better exposure in terms of client relationships. Comprehending the monetary and banking systems is imperative to be an individual who is aware of the current and future state of affairs of the general public. That is who I aspire to be. Personal Information

Full name : Mohamed Miflal Iqbal

Date of Birth : 22nd July 1998

Age : 21 years

Marital status : Single

Work experience

Trainee Business Development Associate – NDB Bank – February 2018 to November 2018 Duties:

Actively canvassing new clients and building relationships while selling banking products to meet stern targets.

Assisting and advising new and existing clients to fulfill their financial requirements.

Liaising with corporates to conduct promotions or financial health camps. Wealth Associate – Beyond Wealth (Pvt) Ltd – November 2018 to Present (Working remotely since July 2019)

Duties:

Actively canvassing new clients and building relationships with high net worth and ultra-high net worth individuals in Sri Lanka and overseas

Managing a portfolio of over LKR50 million

Creating short and long term wealth plans for our clients

Working with all the top banks and finance companies is Sri Lanka and private banks in Singapore and Liechtenstein to meet the financial requirements of our clients.

Researching and preparing weekly and quarterly reports with regard to the outlook of the Sri Lankan economy.

Education

Chartered Institute for Securities & Investment

Obtained the International Certificate in Wealth & Investment Management- Level 3 ACCA

Completed Knowledge level.

Completed 4 out of 6 exams in the skills level.

Sri Lankan International School – Riyadh, KSA

(September 2002 – June 2016)

A-levels:

Accounting – A

Business Studies – A

Economics – A

IGCSE O/L:

Accounting – A

Business Studies – A

Economics – A

English – A

Mathematics – A

ICT – B

Key Skills

Proficiency in all areas of Microsoft Office, including Access, Excel, Word and PowerPoint

Excellent communication skills, both written and verbal

Team player, with leadership skills to achieve consistently high standard.

Self- motivated in every aspect.

Awards & Honours

Edexcel O/L Top achiever- 2013/14

Edexcel A/L Top achiever – 2015/16

Former President of the Serendib Gavel Club- 2013/14

Most committed Gavilier, Serendib Toastmasters 2013/14

Public Relations Officer- Mercury Rotaract Club 2017/18 Non – Related Referees

Sahad Mukthar

Director

Mercury Graduate Campus

396, Galle Road, Colombo

03

Mobile: +947********

Email: *****@*******.***.**

Hazir Shafeek

Associate Operations Account

Manager RR Donnelley

Level 33, East tower, World Trade Centre, Colombo

01 Office: 011246200 ext: 3771

Mobile: 077*******

Email: *******.*.*****@***.***

Contact this candidate