Summary
Overview
Work history
Education
Skills
Websites
Languages
Certification
References
Timeline
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Moamen Moustafa

Summary

Skilled professional with expertise in financial analysis and consulting, adept at leveraging critical thinking and communication skills to deliver exceptional financial service and management solutions. Proficient in the Microsoft Office Suite, with a proven ability to handle financial data effectively and maintain resilience in stressful situations. Committed to advancing a career in Investment consulting, focusing on enhancing organizational efficiency and client satisfaction.

Overview

10
10
years of professional experience
4
4
years of post-secondary education
1
1
Certification

Work history

Bonds Expert Customer Advisor

Aviva UK
Sheffield
06.2024 - Current
  • Demonstrated strong time management skills by effectively handling multiple customer interactions simultaneously while maintaining a high level of financial service quality. Dealing with an average of 35 inquiries a day.
  • Conducted regular stock checks ensuring product availability for clients at all times.
  • Maintained up-to-date knowledge of industry trends and competitor offerings through platforms such as LSEG and Aviva library to better serve clients and address inquiries effectively.
  • Guided customers through bonds selection, through assistance with bonds performance and traded bonds information, offering tailored recommendations based on individual needs.
  • Answered customer inquiries via telephone, email and chat platform to address customer financial needs and promote optimum outcomes.
  • Delivered personalised service to each client, fostering trust and loyalty.

Tutor and Mentor

IntoUniversity
04.2023 - 05.2024
  • Tutor youth and mentor pre-university students
  • Assessed student progress regularly, implementing tailored strategies for improvement.

Banker Assistant

Arab African International Bank
06.2019 - 07.2022
  • Analyzed customer assets, and provided personalized financial advisory services offering most suitable investment portfolio, demonstrating the ability to work effectively in a team
  • Developed financial analysis, financial statement revision, financial data modelling, quantitative and communication skills, excelling in sales within a target-driven culture, showing the ability to research, analyze and evaluate, with strong numerical ability
  • Achieved two promotions and trained new hires as an acting senior officer, showcasing the ability to work under pressure, meet deadlines and multi-task in a fast-paced environment with self-confidence

Finance Intern

Egyptian Petrochemicals holding Company
07.2018 - 08.2018

Banking Intern

Alexbank
09.2017 - 10.2017

Banking Intern

First Abu Dhabi Bank (FAB)
08.2017 - 09.2017

Banking Intern

Arab African International Bank
06.2017 - 07.2017

Financial Department Intern

E-lab oil fractures
07.2015 - 08.2015

Education

Master of Science - Finance And Investment

The University of Nottingham

Bachelor Of Business Administration - Accounting And Finance

Arab Academy for Science, Technology and Maritime Transport
09.2014 - 01.2019

Skills

  • Communication Skills
  • Microsoft Office Suite
  • Critical Thinking
  • Financial Data
  • Financial Analysis
  • Resilience in stressful situations
  • Consulting
  • Customer Service
  • Management
  • Communications

Languages

English
Fluent
Arabic
Native
French
Elementary

Certification

•Critical Thinking for Self-Development, Metropolitan School of Business & Management (UK)

•Mathematics for Management, Harvard Business Publishing

•Meeting Skills, GoldMines Training & Consulting

•Powerful Communication for Customer Service, GoldMines Training & Consulting

•Microsoft Excel Certification, Arab Academy for Science, Technology & Maritime Transport

References

References available upon request.

Timeline

Bonds Expert Customer Advisor

Aviva UK
06.2024 - Current

Tutor and Mentor

IntoUniversity
04.2023 - 05.2024

Banker Assistant

Arab African International Bank
06.2019 - 07.2022

Finance Intern

Egyptian Petrochemicals holding Company
07.2018 - 08.2018

Banking Intern

Alexbank
09.2017 - 10.2017

Banking Intern

First Abu Dhabi Bank (FAB)
08.2017 - 09.2017

Banking Intern

Arab African International Bank
06.2017 - 07.2017

Financial Department Intern

E-lab oil fractures
07.2015 - 08.2015

Bachelor Of Business Administration - Accounting And Finance

Arab Academy for Science, Technology and Maritime Transport
09.2014 - 01.2019

Master of Science - Finance And Investment

The University of Nottingham

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Moamen Moustafa