ABOUT US
AT TRUSTED ADVIZOR
“We practice what we teach”
TRUSTED ADVIZOR is a unique consulting Kuwaiti business located in the state of Kuwait. Mohammad Ismaeil, Founder & CEO of TRUSTED ADVIZOR, launched the venture in 2021 as the first specialized Wealth Management training and consulting office in Kuwait & GCC.
We are professional locals, and we understand GCC’s culture and its relation to the specific requirements of our customers. We have experienced and qualified local and international consultants ready to provide solutions to local and international customers. The experience we gained was enlightening and allows us to have better insights into the problems and provide enhanced and proven solutions.
TRUSTED ADVIZOR services fall into five main categories: Managing, Consulting, Coaching, Mentoring, and Training. We pride ourselves on our capability and knowledge to deliver professional solutions to our customers. Wealth Management & Business consultation is our core business, and hence we understand the diversification of such a field and its relation to different sectors, or specifically its relation to customers’ specific needs.
TRUSTED ADVIZOR is consistently doing market research for Kuwait local banks and helping local banks building business strategies.
Mohammad Ismaeil
Founder & CEO of TRUSTED
Investing in your human capital is worth its weight in gold. For one thing, continuous training and certification ensures that your company remains competitive. In other words, investing in highly qualified personnel means a future-proof decision
THEORY AND PRACTICE
TRUSTED ADVIZOR is a unique consulting Kuwaiti business located in the state of Kuwait. Mohammad Ismaeil, Founder & CEO of TRUSTED ADVIZOR, launched the venture in 2021 as the first specialized Wealth Management training and consulting office in Kuwait & GCC.
We are professional locals, and we understand GCC’s culture and its relation to the specific requirements of our customers. We have experienced and qualified local and international consultants ready to provide solutions to local and international customers. The experience we gained was enlightening and allows us to have better insights into the problems and provide enhanced and proven solutions.
TRUSTED ADVIZOR services fall into five main categories: Managing, Consulting, Coaching, Mentoring, and Training. We pride ourselves on our capability and knowledge to deliver professional solutions to our customers. Wealth Management & Business consultation is our core business, and hence we understand the diversification of such a field and its relation to different sectors, or specifically its relation to customers’ specific needs.
TRUSTED ADVIZOR is consistently doing market research for Kuwait local banks and helping local banks building business strategies.
Wealth Management Training Kuwait & GCC | Fintech & Digital Transformation Consultant | Virtual Coaching in Kuwait & GCC | Mohammad Ismaeil Gulf bank NBK CBK Burgan HSBC | Private Banking Investment Training Kuwait | Business strategy consultation
As a consultant, Mohammad partners with growing tech firms passionate about driving innovation and education within the financial services industry. Experienced with working with product managers and senior leadership, he leans on his background to imagine new financial wellness solutions with a product-focused lens. Never satisfied with the status quo, he is constantly striving to improve a product’s design and increase client engagement.
Financial Consulting in Kuwait | HNW UHNW Premier Priority Platinum Elite Banking Training Certificates | Sales Leadership Communication AML Time Management CBBM CWM CBRM Training | Head of Wealth AGM Consumer Banking
To become GCC leading company specializing in wealth management training and business development consultant by delivering preeminent services with internationally recognized standards and best practices through our proficient consultants.
We have gained a diversified experience within different sectors to establish a strong knowledge in the broad domain of wealth management, business development and consulting. We are confident in our solutions because we understand the customer perspectives and the staff’s concerns. We can address any customer-specific needs. Through our experience, we have teamed up with well-known international and local crew to provide customer solutions. We are very careful in our relationships, and we always intend to focus on customer specific requirements.
Whether you attend one of our training courses, use our investment coaching services, or consultation services – it’s important that you know our values.
1. Integrity
2. Experiential Education
3. Excellence
Our firm is founded on these core values. We take a stand for these values for our friends, business partners, and clients.
There are plenty of ways we stand out from other firms, but these are the four we are most proud of:
1. WE ARE Locals
2. WE ARE COACHES
3. WE ARE PROACTIVE
4. WE ARE EDUCATORS
Mohammad Ismaeil
Founder & CEO of TRUSTED
Knowledgeable, detail-oriented, and intellectual leader are just a few words most often used to describe Mohammad Ismaeil. With almost 20 years of experience in the fast-paced financial industry, Mohammad has established himself as a powerhouse and an innovative leader, coach, and advisor.
In his current role at Trusted Advizor, Mohammad leads strategic business development for banks, strengthened client relationships training, and provide consultation to help banks for new set-up and market research. He has consistently found success through his effective communication skills and unique ability to navigate details. Mohammad has earned the trust and admiration of his clients and peers alike.
Mohammad has built and developed an exemplary professional career. From overseeing a staff of 200+ at various Kuwaiti Banks to boosting sales of over $300M in one year through strategic sales plans, he has taken on challenging roles across the industry of wealth management & private banking and worked tirelessly to produce exceptional results.
He has worked as a Head of private banking, Head of wealth management, Head of priority banking, Head of premier banking, financial advisor, portfolio manager, and vice president. He worked tirelessly to expand his experience and financial acumen, which would guide him down the path into leadership and higher levels of responsibility. These roles have led him through the best organizations in the industry.
Mohammad Ismaeil is a Certified Chartered Wealth Manager and Certified Master Coach with MBA in International business. He’s passionate about helping people experience full, meaningful lives by finding clarity around their values, their goals, and their career.
In Mohammad’s professional career, he has provided solutions for local Kuwaiti banks that includes, HSBC, NBK, Gulf Bank, CBK, and others. His experience in building business strategy and fintech’s which spans across a variety of diverse local and international experience, has equipped him with the knowledge and mentality to adapt to the needs of organizations strategic goals.
We strongly believe in our social responsibility. At Trusted Advisor we consistently studying Kuwait’s & GCC Market and recent trends in the economy and monitoring any strengths and threats in business.
Mohammad has been regarded as, “The WM Expert you can actually talk to!”