Digital Wealth Advisor

Role Overview

Digital Wealth Advisor at Emirates NBD, based in the UAE branch network. You will drive digital wealth adoption among High Net Worth clients and frontline staff, acting as a senior digital wealth ambassador within the branch.

Company Overview

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. The leading financial services brand in the UAE with a brand value of approximately USD 4 billion, Emirates NBD provides retail banking, corporate & institutional banking, Islamic banking, investment banking, private banking, asset management, global markets and treasury, and brokerage operations. A key participant in the global digital banking industry, 97% of all financial transactions and requests are conducted outside branches. Emirates NBD operates Liv, the lifestyle digital bank, which has over half a million users and is the fastest-growing digital bank in the region.

Role Purpose

To drive digital wealth adoption within the branch network by engaging leadership, supporting frontline staff, and providing hands-on guidance to High Net Worth clients, ensuring seamless digital adoption and revenue delivery.

Key Responsibilities

Sales Performance & Revenue

• Drive digital wealth sales performance within the branch with clear accountability for increasing investment volumes through digital channels.
• Actively support and convert large-ticket digital investment opportunities, ensuring clients are guided end-to-end.
• Contribute to branch wealth targets through increased usage of digital channels and investment tools.

Client & Market Engagement

• Identify HNW clients suitable for digital transactions and proactively promote relevant digital wealth solutions.
• Support Relationship Managers in driving digital investment penetration and client onboarding.

Performance Monitoring & Improvement

• Monitor and track digital sales performance, highlighting gaps and driving corrective actions.
• Provide feedback from clients and staff to help improve digital tool and user experience.

Development & Knowledge Sharing

• Engage branch leadership and develop staff capabilities through continuous training and best-practice sharing.

Qualifications & Experience

• Bachelor's degree in Finance or a related field.
• ICWM/SCA certification.
• Minimum 3 years of sales experience.
• Minimum 3 years of investment or wealth management experience.
• Proven sales capability and ability to drive digital wealth adoption.

Skills & Competencies

• Strong understanding of wealth management products, investment solutions, equity and bond markets, mutual funds, and advisory services.
• Proven ability to increase digital wealth accounts via ENBD X and enhance client engagement and transaction activity.

Additional Information

• Flexible work policy allowing work from home arrangements.
• Competitive rewards, benefits and perks.
• Professional development opportunities to accelerate your career.