Syed Saad Shafi
Director - Priority Banking Signature
Finance & Banking
Professional Summary
Syed Saad Shafi is a highly accomplished banking and wealth management professional with extensive experience in priority banking, portfolio management, and capital optimization. He specializes in managing high net worth and ultra high net worth client portfolios, delivering tailored investment solutions, and driving financial growth through strategic asset allocation and relationship management.
Professional Experience
May 2023 - Present
Director - Priority Banking Signature
Emirates NBD
- Leading high value client portfolios | delivering tailored wealth management solutions | managing relationships with ultra high net worth and SME clients.
- Driving portfolio growth | optimizing asset allocation | enhancing revenue through structured products and investment strategies.
- Ensuring regulatory compliance and risk management while strengthening long term client retention.
Jan 2021 - Apr 2023
Associate Vice President - Priority Banking Signature
Emirates NBD
- Managed high net worth client portfolio | achieved over 200 percent targets in investment income and revenue streams.
- Delivered top performance nationwide | generated strong results in forex income and asset growth.
- Led portfolio operations and enhanced assets under management through strategic financial planning.
Apr 2014 - Dec 2020
Senior Relationship Manager - Priority Banking
Emirates NBD
- Managed large scale client portfolios | drove revenue growth and client acquisition across banking products.
- Achieved multiple awards for wealth management and forex performance.
- Strengthened portfolio value and client retention through cross selling and relationship management.
Education & Certifications
Academic History
Bachelor of Commerce
University of Sindh
Professional Certs
Core Competencies
Wealth Management
Portfolio Management
Investment Advisory
Relationship Management
Asset Allocation
Financial Planning
Client Acquisition
Risk Management
Treasury Products
Regulatory Compliance