وصف الوظيفة
Role Overview
Investment Advisor (For Future Openings) at Emirates NBD. 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.
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. Emirates NBD is the leading financial services brand in the UAE with a brand value of approximately USD 4 billion. The company serves customers through a range of banking products and services including retail banking, corporate and institutional banking, Islamic banking, investment banking, private banking, asset management, global markets and treasury, and brokerage operations. Emirates NBD is a key participant in the global digital banking industry, with 97% of all financial transactions and requests conducted outside of branches. The company operates Liv, the lifestyle digital bank by Emirates NBD, which has over half a million users and is the fastest-growing digital bank in the region.
Role Purpose
As an Investment Advisor, you will report to the Team Head of investment advisory and manage the team while dealing with internal requirements and assuming full responsibility for investment advice. You will work in close liaison with key clients and Relationship Managers.
Key Responsibilities
Revenue and Growth
- Drive investment growth and revenue by supporting Relationship Managers in increasing Assets under Management.
- Generate investment-related income and identify cross-selling opportunities.
Investment Advisory
- Provide specialist investment advice and deliver complex investment solutions across multiple asset classes for ultra-high-net-worth clients.
- Develop in-depth knowledge of investment products, services, fees, legal provisions, and delivery processes.
Client Account Management
- Manage client investment accounts by preparing CIP/IPS documents and monitoring investment profiles.
- Ensure trades are properly executed and recorded.
Performance and Portfolio Analysis
- Conduct performance reviews and portfolio analysis by reviewing asset allocation, suitability, and positions.
- Recommend investment switches or new ideas based on analysis.
Client Engagement
- Strengthen client engagement by acting as a senior investment contact.
- Support more frequent, higher-level client interactions.
Team Leadership
- Oversee team performance and development by driving revenue targets.
- Maintain quality standards and track budgets.
- Support continuous team development.
Qualifications & Experience
- Minimum 7 years of financial experience, including 5 years in investment-related roles.
- 3+ years in Private Banking with a strong investment focus (preferred).
- Strong understanding of equity and bond markets, unit trusts, and personal investment services.
- Ability to apply investment knowledge to business planning.
- Understanding of securities dealing and forex trade procedures.
- Experience managing a team.
Skills & Competencies
- Solid grasp of investment theory.
- Ability to provide tactical and operational investment solutions.
- Proficiency in Arabic language.
Additional Information
- Flexible work policy allowing remote work.
- Competitive rewards, benefits and perks.
- Professional development opportunities available to accelerate career growth.