وصف الوظيفة
Role Overview
Director - Managed Investment Solutions at Emirates NBD, based in the UAE. This role represents portfolio managers during sales processes, provides technical support to business development units, and communicates investment expertise to clients, consultants, and marketing teams.
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. It is the leading financial services brand in the UAE with a Brand value of approximately USD 4 billion. Emirates NBD serves customers through retail banking, corporate & institutional banking, Islamic banking, investment banking, private banking, asset management, global markets and treasury, and brokerage operations. The bank is a key participant in the global digital banking industry, with 97% of all financial transactions and requests conducted outside of branches. Emirates NBD also 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 serve as subject matter expert on assigned investment strategies, develop and maintain compelling product narratives, represent portfolio managers in client engagements, and provide strategic support to sales and product development teams. The role ensures consistency and accuracy of product messaging across all channels while contributing to the evolution of existing strategies and ideation of new offerings.
Key Responsibilities
Portfolio Management & Client Representation
- Serve as the subject matter expert on assigned investment strategies across asset classes.
- Represent portfolio managers in client meetings, roadshows, and due diligence sessions.
- Organize client meetings and prepare pitch books.
- Respond to RFPs and assist in the preparation of client proposals and customized investment content.
Product Development & Strategy
- Develop and maintain compelling product narratives and positioning materials tailored to various client segments.
- Provide feedback to investment and product development teams based on client insights and market demand.
- Contribute to the evolution of existing strategies and the ideation of new offerings.
- Evaluate emerging client preferences and competitor offerings to identify gaps and opportunities in the managed solutions suite.
- Shape the product roadmap by integrating market intelligence, sales feedback, and regulatory developments.
- Collaborate with investment and product teams to design new solutions that anticipate shifts in investor demand and risk appetite.
- Guide the repositioning or rationalization of underperforming products to optimize portfolio relevance and profitability.
Sales Enablement & Training
- Provide technical support to Sales teams and respond to product-related inquiries.
- Conduct internal training sessions for sales and marketing teams to enhance product fluency.
- Develop and update sales tools, pitchbooks, and FAQs.
- Deliver expert product training and technical support to relationship managers and investment advisors.
- Develop and maintain high-impact sales materials, case studies, and digital content tailored to key client segments.
- Broker cross-functional collaboration to resolve complex client queries and bespoke solution requests.
- Provide actionable insights to sales leadership on solution uptake, barriers, and emerging opportunities.
Marketing & Communications
- Collaborate with marketing to produce factsheets, performance commentaries, and thought leadership content.
- Ensure consistency and accuracy of product messaging across all channels.
- Draft monthly and quarterly updates explaining fund performance and strategy evolution.
Market & Competitive Analysis
- Monitor market trends, peer products, and competitive positioning.
- Conduct performance attribution analysis and peer benchmarking.
- Perform competitor analysis.
- Conduct ongoing evaluation of emerging client preferences and competitor offerings to identify gaps and opportunities in the managed solutions suite.
Risk Management & Governance
- Establish product-level risk parameters in line with internal risk appetite and regulatory standards.
- Scrutinize performance attribution and risk analytics to ensure solutions deliver sustainable value for clients.
- Champion adherence to conduct, suitability, and fiduciary obligations throughout the product lifecycle.
- Engage with risk and compliance partners to address audit findings and proactively mitigate control gaps.
Regulatory Compliance & ESG Integration
- Interpret evolving regulatory requirements and industry codes to ensure all solutions remain compliant and fit for purpose.
- Embed ESG criteria and disclosures into the design and ongoing management of managed solutions.
- Partner with legal, compliance, and sustainability teams to address regulatory queries and client ESG expectations.
- Lead periodic reviews to assess and enhance the transparency and integrity of ESG integration.
Qualifications & Experience
- Bachelor's degree in Finance, Economics, Business, or related field (Master's degree preferred).
- CFA Certified.
- CFA, CAIA, or equivalent investment professional certification.
- Deep understanding of financial markets, asset classes, portfolio construction, and risk-return dynamics.
- Ability to interpret performance data, conduct attribution analysis, and evaluate competitor products.
Skills & Competencies
- Skilled in simplifying complex investment concepts for diverse audiences.
- Awareness of client needs, market trends, and commercial drivers of asset growth.
- Proficiency in creating high-quality technical and marketing materials.
- Ability to gather and relay detailed product knowledge.
Additional Information
- Ongoing continuing professional development in ESG, digital wealth, or regulatory compliance is expected.
- Emirates NBD offers flexible work policy allowing work from home arrangements.
- Competitive rewards, benefits, and perks are provided.
- Extensive professional development opportunities are available to accelerate career growth.