Monday, 25 May 2026
Good morning, Sara
Here's a snapshot of your portfolio and pending actions.
Total AUM
BHD 4.8M
Across 2 clients
Active Clients
2
Private banking book
KYC Alerts
2
1 expired · 0 due in 30d
Open Tasks
3
Assigned to you
AUM by Segment
Book total- Private2 clientsBHD 4,831,720100%
Today
View allKYC renewal — collect updated passport
Khalid Rashid Al-Doseri · due 22 May 2026
Source of wealth documentation
Khalid Rashid Al-Doseri · due 24 May 2026
Quarterly portfolio review call
Ahmed Ali Al-Mansoori · due 27 May 2026
Top Clients by Relationship Value
Search →| Client | Segment | Risk | AUM |
|---|---|---|---|
| Ahmed Ali Al-Mansoori CIF 100001 | Private | Low | BHD 2,423,320 |
| Khalid Rashid Al-Doseri CIF 100003 | Private | High | BHD 2,408,400 |