Summary
Emirates NBD is building a talent pool for anticipated future Investment Advisor openings; shortlisted candidates may be considered as opportunities arise. The role provides investment advice to ultra-high-net-worth clients, supports relationship managers, manages investment accounts and reviews portfolio performance and suitability. It also includes team oversight, revenue targets and client engagement. Applicants should have at least 7 years of financial experience, including 5 years in investment-related roles; private banking experience is preferred. The location is Dubai, and the posting mentions a flexible work policy that allows working from home.
The posting
As published on emiratesnbd.com. Pulled from the employer's site and shown as they wrote it.
This role is being advertised to build a talent pool for anticipated future hiring requirements. Shortlisted candidates may be considered for suitable opportunities as they arise.
About ENBD
Emirates NBD is a market leader across the MENAT (Middle East, North Africa and Türkiye) region with a presence in 13 countries, serving over 9 million customers. Emirates NBD is the leading financial services brand in the UAE with a Brand value of approximately USD 4 billion. We serve our customers and help them realize their financial objectives through a range of banking products and services including retail banking, corporate & institutional banking, Islamic banking, investment banking, private banking, asset management, global markets and treasury, and brokerage operations. We are a key participant in the global digital banking industry, with 97% of all financial transactions and requests conducted outside of our branches. We also operate Liv, the lifestyle digital bank by Emirates NBD. With over half a million users, it continues to be the fastest-growing digital bank in the region.
Job Overview:
As a Investment Advisor at Emirates NBD, your role is to report to the Team Head of investment advisory in managing the team, dealing with the internal requirements, and resumes full responsibility for the Investment Advice. While liaising with key clients and the Relationship Managers directly.
Key Responsibilities:
- Drive investment growth and revenue by supporting RMs in increasing Assets under Management, generating investment-related income, and identifying cross-selling opportunities.
- Provide specialist investment advice and deliver complex investment solutions across multiple asset classes for ultra-high-net-worth clients.
- Manage client investment accounts by preparing CIP/IPS documents, monitoring investment profiles, and ensuring trades are properly executed and recorded.
- Conduct performance reviews and portfolio analysis by reviewing asset allocation, suitability, positions, and recommending investment switches or new ideas.
- Strengthen client engagement by acting as a senior investment contacting and supporting more frequent, higher-level client interactions.
- Oversee team performance and development by driving revenue targets, maintaining quality standards, tracking budgets, and supporting continuous team development.
Skills and Experience:
- Minimum financial and investment experience: Requires at least 7 years of financial experience, including 5 years in investment-related roles.
- Private Banking exposure: Preferred experience includes 3+ years in Private Banking with a strong investment focus.
- Product and services expertise: In-depth knowledge of investment products, services, fees, legal provisions, and delivery processes.
- Market and investment knowledge: Strong understanding of equity, bond markets, unit trusts, and personal investment services, with ability to apply this to business planning.
- Specialist investment advisory skills: Solid grasp of investment theory and ability to provide tactical and operational investment solutions.
- Trading and team management capability: Understanding of securities dealing and forex trade procedures, along with experience managing a team.
There’s never been a better time to join Emirates NBD.
We’re one of the region’s most recognizable brands. We’re banking innovation leaders. We’re growing across both the UAE and our global offices. We offer a huge range of professional development opportunities to accelerate your career. It also goes without saying that we provide extremely competitive rewards, benefits and perks too, like our flexible work policy so you can work from home whenever it suits.
At ENBD, we encourage interested candidates to review the key responsibilities and qualifications for each role and apply for positions that match their skills and capabilities.