Ahmed Rami Refaat

Ahmed Rami Refaat is a seasoned financial professional with extensive experience in wealth management and client relationship management. Currently serving as a Personal Financial Coach at WEALTH at work since July 2021, Ahmed previously held the role of PreMIER Wealth Relationship Manager at HSBC, managing portfolios for Premier customers. Prior positions include Assistant Vice President of Corporate Liabilities at Union National Bank, Senior Relationship Manager at Dubai Islamic Bank, and various roles at Mashreqbank. Ahmed began a career in customer service and management at HSBC and family-owned businesses in the diving and tourism industry. Ahmed holds a Bachelor's degree in Accounting from Ain Shams University.