Wealth Advisor

About the role

As a Wealth Advisor at Emirates NBD you will build and maintain long‑term relationships with high‑net‑worth individuals, providing tailored financial advice and wealth‑planning services to help clients grow, preserve and transfer their wealth.

Key responsibilities

• Financial Planning – create comprehensive financial plans addressing short‑term and long‑term goals, analyse client situations and recommend investment strategies.
• Investment Management – design and manage customised investment portfolios, monitor performance and adjust to optimise returns while managing risk.
• Client Relationship Management – develop strong, long‑term relationships with HNW clients, conduct regular meetings and provide proactive updates on portfolios.
• Business Development – cross‑sell and up‑sell financial products, execute strategies to meet individual and team revenue targets.
• Compliance and Documentation – ensure all client interactions and plans comply with regulatory standards and maintain accurate records.

Required profile

• MBA in Finance or a Bachelor’s degree in finance or a related field.
• ICWM / UAE regulatory qualifications.
• Minimum 3 years of experience in wealth‑management or banking, including sales and business development.
• At least 3 years of investment product management experience.

What we offer

• Professional development and career acceleration opportunities.
• Competitive rewards, benefits and a flexible work policy allowing remote work when suitable.