Investment Advisor C&IB

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 realise 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 responsibile for the Investment Advice. While liaising with key clients and the Relationship Managers.

Key Responsibilities

Lead RMs from the relevant team to ensure Wealth Revenue is delivered
Educate clients and Relationship Managers on market environment, new products and investment-related processes
Deliver complex investment solutions and strategies to ultra-high net worth clients
Identify cross selling opportunities between departments and execute them
Deliver on Higher revenue targets and KPIs than investment advisors with lower grades
Assess and evaluate client risk profiles on an ongoing basis
Identify appropriate products from the range of available solutions
Construct client investment portfolios based on risk profile, available products and prevailing asset allocation models
Regularly report on performance of client investment profile
Review and rebalance client risk profiles on an ongoing basis and discuss proposed changes with clients and Relationship

Skills and Experience

• Minimum 5 years of experience in investment and products with a sound knowledge of equity and bond market, unit trusts and other personal investment services
• BA/MA in finance-related field
• Preferable CFA Charterholder Certification
• In-depth knowledge of the product and services, associated charges / fees, legal provisions, and their delivery process. Able to act as a source of guidance for interpreting or clarifying the features and pricing structure.
• Understand procedures for Securities Dealing & Forex trades, via Treasury dealers (within delegations)

There’s never been a better time to join Emirates NBD.
We’re one of the region’s most recognisable 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.