Investment Advisor – Future Openings
Emirates NBD PJSC
وصف الوظيفة
About the role
As an Investment Advisor at Emirates NBD, you will report to the Team Head of Investment Advisory and take full responsibility for delivering investment advice to ultra‑high‑net‑worth clients. The role supports Relationship Managers in growing assets under management and drives revenue through cross‑selling and complex investment solutions.
Key responsibilities
- Drive investment growth and revenue by supporting RMs in increasing assets under management, generating investment‑related income and identifying cross‑selling opportunities.
- Provide specialist investment advice and deliver complex solutions across multiple asset classes for ultra‑high‑net‑worth clients.
- Manage client investment accounts, prepare CIP/IPS documents, monitor investment profiles and ensure trades are properly executed and recorded.
- Conduct performance reviews and portfolio analysis, reviewing asset allocation, suitability and recommending investment switches or new ideas.
- Strengthen client engagement by acting as a senior investment contact and supporting higher‑level client interactions.
- Oversee team performance and development, driving revenue targets, maintaining quality standards, tracking budgets and supporting 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.
- In‑depth knowledge of investment products, services, fees, legal provisions and delivery processes.
- Strong understanding of equity, bond markets, unit trusts and personal investment services.
- Solid grasp of investment theory and ability to provide tactical and operational investment solutions.
- Experience in securities dealing, forex trade procedures and managing a team.
- Proficiency in Arabic language.
What we offer
- Extensive professional development and career acceleration opportunities.
- Highly competitive rewards, benefits and perks.
- Flexible work policy allowing remote work when suitable.
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اكتشف المزيد
الرواتب والأدلة وعمليات البحث في الإمارات العربية المتحدة.
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اطرحه هنا: ستصلك تفاصيل العرض كاملة عبر البريد الإلكتروني، فوراً.
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Emirates NBD PJSC
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