ibrahim itani

Senior Private Banker and Portfolio Manager
June 2, 1979

About Candidate

Private Banker | Portfolio Manager | Global Market Investment Strategy Expert

Private Banking & Wealth Management, Portfolio Construction & Optimization, FX, Equities, Fixed Income & Derivatives Trading, Risk Management & Regulatory Compliance, Client Acquisition & Relationship Development, Investment Strategy & Asset Allocation, Financial Market Research & Technical Analysis, Team Leadership & Mentoring, Product Structuring & Development, Capital Markets & Treasury Operations

 

Location

Education

M
MBA 2003
Lebanese American University (LAU)
B
BSc in Business Administration 2000
Lebanese American University (LAU)
C
CFA Level I (Passed) 2015
CFA Institute

Work & Experience

S
Senior Dealer FX Trading Desk – Treasury Department 2023
BBAC Bank

- Lead FX trading operations managing both client and proprietary positions across major and emerging market currencies. - Execute spot, forward, and options transactions, ensuring adherence to best execution and Capital Markets Authorities (CMA) compliance. - Deliver customized FX strategies and hedging solutions for private banking and institutional clients. - Monitor macroeconomic trends and central bank actions to refine trading strategies and risk exposures. - Collaborate with relationship managers and portfolio teams to integrate FX strategies into global client portfolios. Key Achievements: - Increased FX client trading volumes by 25% YoY through structured hedging strategies. - Strengthened interbank relationships, enhancing liquidity access and pricing efficiency. - Maintained operational stability and client confidence during volatile FX market periods.

H
Head of Private Banking Services & Client Trading Desk (Jan 2011 – Present) 2011
BBAC Bank

- Managed bespoke investment portfolios for HNW clients. - Provided strategic asset allocation and financial planning advice. - Delivered performance reviews, risk assessments, and tailored solutions. - Directed trading and execution across equities, fixed income, FX, and derivative products. - Partnered with private bankers to align trading activities with each client’s investment objectives and risk profile. - Oversaw broker and custodian relationships, optimizing trade execution and settlement accuracy. - Delivered risk reports, performance reviews, and rebalancing strategies for HNW clients. Key Achievements: - Improved trade execution speed and accuracy by 30%, supporting growth in AUM and client satisfaction and referrals. - Increased high-value client retention and portfolio growth through targeted advisory initiatives. - Supported client portfolios during high-volatility markets, ensuring consistent risk-adjusted returns. - Enhanced performance through strategic rebalancing.

S
Senior Clients Sales Trader – Private Banking Global Markets ( 2006
BBAC Bank

- Executed trades across global markets for institutional and private clients. - Delivered timely trade recommendations and market intelligence to enhance client profitability. - Maintained key institutional relationships, contributing to consistent trading growth. Key Achievements: - Increased client trading volumes by 30% through proactive strategy and execution support. - Enhanced client loyalty through high-accuracy trade execution and personalized market insights.

C
Consultancy Services 2023
Freelancer

- Advise international clients on wealth preservation, investment diversification, and portfolio performance optimization. - Conduct detailed financial analyses and risk assessments to design tailored multi-asset investment solutions. - Develop new investment opportunities through strategic networking and relationship management.

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