Looks like you have JavaScript disabled. For the full Twine experience, you will need to re-enable it.

I am Lana Abou Jamra, a results-driven Business Development & Client Relationship Director with over 18 years of experience in banking, investment, and wealth management. I focus on driving revenue growth, client retention, and strategic partnerships across local and international markets. I excel at building high-value client portfolios, advising on investment strategies, and delivering personalized financial solutions that align with clients' long-term goals. I am known for my trust-based relationship management with ultra-high-net-worth clients, private banking, and corporate financial advisory. I leverage strategic planning, team leadership, and stakeholder management to expand market share while maintaining integrity and compliance, delivering measurable business impact through insight and collaboration.…I am Lana Abou Jamra, a results-driven Business Development & Client Relationship Director with over 18 years of experience in banking, investment, and wealth management. I focus on driving revenue growth, client retention, and strategic partnerships across local and international markets. I excel at building high-value client portfolios, advising on investment strategies, and delivering personalized financial solutions that align with clients' long-term goals. I am known for my trust-based relationship management with ultra-high-net-worth clients, private banking, and corporate financial advisory. I leverage strategic planning, team leadership, and stakeholder management to expand market share while maintaining integrity and compliance, delivering measurable business impact through insight and collaboration.

Lana Abou Jamra

Executive Producer, Designer, Brand Designer, +1





I am Lana Abou Jamra, a results-driven Business Development & Client Relationship Director with over 18 years of experience in banking, investment, and wealth management. I focus on driving revenue growth, client retention, and strategic partnerships across local and international markets. I excel at building high-value client portfolios, advising on investment strategies, and delivering personalized financial solutions that align with clients' long-term goals. I am known for my trust-based relationship management with ultra-high-net-worth clients, private banking, and corporate financial advisory. I leverage strategic planning, team leadership, and stakeholder management to expand market share while maintaining integrity and compliance, delivering measurable business impact through insight and collaboration.…I am Lana Abou Jamra, a results-driven Business Development & Client Relationship Director with over 18 years of experience in banking, investment, and wealth management. I focus on driving revenue growth, client retention, and strategic partnerships across local and international markets. I excel at building high-value client portfolios, advising on investment strategies, and delivering personalized financial solutions that align with clients' long-term goals. I am known for my trust-based relationship management with ultra-high-net-worth clients, private banking, and corporate financial advisory. I leverage strategic planning, team leadership, and stakeholder management to expand market share while maintaining integrity and compliance, delivering measurable business impact through insight and collaboration.

Available to hire

I am Lana Abou Jamra, a results-driven Business Development & Client Relationship Director with over 18 years of experience in banking, investment, and wealth management. I focus on driving revenue growth, client retention, and strategic partnerships across local and international markets. I excel at building high-value client portfolios, advising on investment strategies, and delivering personalized financial solutions that align with clients’ long-term goals.

I am known for my trust-based relationship management with ultra-high-net-worth clients, private banking, and corporate financial advisory. I leverage strategic planning, team leadership, and stakeholder management to expand market share while maintaining integrity and compliance, delivering measurable business impact through insight and collaboration.

Skills

Microsoft Excel

Power BI

Microsoft Office

Experience Level

Microsoft Excel

Expert

Power BI

Expert

Microsoft Office

Expert

Language

English

Fluent

French

Advanced

Arabic

Advanced

Work Experience

Senior Director (Investment and Wealth Management) at Mada Capital

January 1, 2025 - June 1, 2025

Lead the business development and client relationship strategy, focusing on wealth management and investment advisor services. Identify and pursue new business opportunities within the HNW and UHNW client segments, family offices, and corporate investment. Develop and implement sales strategies and portfolio growth plans aligned with company objectives and market trends. Build and maintain long-term, trust-based relationships with clients by providing tailored investment solutions, portfolio reviews, and proactive financial guidance. Developed and retained a top-tier client portfolio with exceptional satisfaction scores and long-term engagement rates. Implemented a client-centric advisory model, enhancing cross-selling and upselling across wealth management, insurance, and corporate banking products.

Executive Director (Multi-Family Office, Investment and Wealth Management) at Green Wealth Partners Ltd.

October 1, 2020 - January 1, 2024

Managed client portfolios within a $700M+ AUM framework, maintaining a 100% client retention rate across 10 different custodians, mainly top tier asset managers like Pictet and Citi. Developed bespoke investment proposals for client portfolios across equities, fixed income, structured products, and alternatives, ensuring alignment with client risk profiles and house views. Designed comprehensive client reports consolidating bankable and non-bankable assets across multiple asset classes, providing strategic insights to optimize portfolio performance, align with client investment objectives, and address liquidity needs. Led sourcing and analysis of direct private market investments, with a specialized focus on real estate private equity and debt, overseeing $500M+ in deal flow ensuring ongoing monitoring and management of these investments on behalf of clients. Contributed to investment committee meetings and played an active role in generating ideas for investment opportunities across a

Senior Manager (Multi-Family Office, Investment and Wealth Management) at Saradar Family Office

January 1, 2018 - September 30, 2020

Worked as part of a three-member team to oversee an $800M+ UHNW multi-family office portfolio, consisting of investment portfolios across multiple custodians and direct investments in various structures. Lead business development initiatives targeting high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, family offices, and institutional investors. Identify and convert new business opportunities through market analysis, networking, and referrals while maintaining existing client relationships with a focus on trust and discretion. Deliver comprehensive investment and wealth planning solutions, including portfolio management, estate planning, succession strategies, and alternative investments. Advise clients on asset allocation, risk management, and long-term financial objectives in collaboration with investment and product specialists. Manage and grow multi-generational family portfolios, ensuring alignment with clients’ values, financial goals, and legacy objectives. Build an

Associate Director (Wealth Management) at Julius Baer

December 1, 2013 - June 1, 2016

Retained as key financial advisor and relationship manager after sale of Bank of America EMEA GWM to Julius Baer. Advised HNW and UHNW clients on investment portfolios, achieving an annualized revenue of ~$1M for two consecutive years. Collaborated with the bank’s portfolio managers, research teams, and product specialists to deliver sophisticated investment solutions across various asset classes and different financial products. Worked with internal teams to provide a comprehensive range of solutions, including lending, estate planning, and wealth structuring. Stayed abreast of market trends and economic developments to proactively adjust client portfolios and identify new opportunities. Facilitated the transition of $150M+ in client assets from Bank of America Merrill Lynch to Julius Baer, ensuring seamless onboarding. Maintained strict adherence to regulatory requirements and internal risk guidelines by consistently staying updated with relevant training.

Assistant Vice President (Wealth Management) at Bank of America Merrill Lynch

August 1, 2008 - December 1, 2013

Advised HNW and UHNW clients on investment strategy, asset allocation, and portfolio construction, leveraging in-house research, macroeconomic insights, and market outlooks to align recommendations with client objectives, risk appetite, and long-term wealth goals. Structured, marketed, and executed a range of customized investment solutions, including structured products such as equity-linked notes, reverse convertibles, autocallables, and market-linked trackers, enhancing portfolio diversification and improving client risk-return profiles. Delivered comprehensive financial reviews covering equities, fixed income, alternatives, managed accounts, and cash solutions, ensuring portfolios remained optimized, compliant, and responsive to changing market conditions. Led targeted business development initiatives to attract new HNW clients, leveraging existing networks, professional referrals, and relationship-driven prospecting strategies to grow the client pipeline and expand market presence

Client Service Associate (Wealth Management) at Bank of America Merrill Lynch

February 1, 2007 - August 1, 2008

Assisted in client onboarding, KYC compliance, and operational coverage for HNW clients. Supported Relationship Managers in trade bookings, documentation management, and coordinating with back-office teams to ensure smooth transaction processing. Maintained accurate client records and ensured operational efficiency.