Investment Advisor – Future Opportunities
Emirates NBD
Job description
About the role
Emirates NBD is building a talent pool for future Investment Advisor positions. The role will report to the Team Head of Investment Advisory, manage a team, handle internal requirements and take full responsibility for delivering investment advice while liaising directly with key clients and Relationship Managers.
Key responsibilities
- Drive investment growth and revenue by supporting Relationship Managers in increasing assets under management and generating investment‑related income.
- Provide specialist advice and deliver complex investment solutions across multiple asset classes for ultra‑high‑net‑worth clients.
- Manage client investment accounts, prepare CIP/IPS documents, monitor profiles and ensure accurate trade execution.
- Conduct portfolio performance reviews, analyse asset allocation and recommend investment switches or new ideas.
- Strengthen client engagement as a senior investment contact and support higher‑level client interactions.
- Oversee team performance, drive revenue targets, maintain quality standards and support continuous development.
Required profile
- Minimum 7 years of financial experience, including at least 5 years in investment‑related roles.
- 3 + years of private‑banking exposure with a strong investment focus (preferred).
- Proficiency in Arabic language.
Required skills
- Private Banking
- Bond markets
- Team Management
- Forex trade procedures
- Investment Advisory
- Unit trusts
- Tactical and operational investment solutions
- Personal investment services
- Investment theory
- Securities dealing
What we offer
- Competitive rewards, benefits and perks.
- Professional development opportunities across the UAE and global offices.
- Flexible work policy allowing remote work when suitable.
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Published 2 days ago
Expires 3 weeks from now
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Emirates NBD