Investment Adviser

at  Emirates NBD

Emirates NBD is a market leader across the MENAT (Middle East, North Africa and Türkiye) region with a presence in 13 countries, serving over 20 million customers. The Emirates NBD Group has a total of 853 branches and 4,213 ATMs / SDMs. Emirates NBD is the leading financial services brand in the UAE with a Brand value of USD 3.89 billion. At the bank, 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 close to half a million users, it continues to be the fastest-growing digital bank in the region.

SKILLS AND EXPERIENCE

• Minimum Bachelor’s Degree in finance-related field.
• Financial experience Private Banking with investment bias.
• In-depth knowledge of the product and services, associated charges / fees, legal provisions, delivery process, equity and bond market, unit trusts and other personal investment services.
• Solid understanding of the bedrock financial theory.
• Understand procedures for Securities Dealing & Forex trades, via Treasury dealers (within delegations).

• Provide specialist investment advice and support services to Senior Relationship Managers and Ultra High Net Worth advisory clients covering single names (equity, fixed income, and FX/commodities) in addition to funds, real estate, structured solutions, direct investments and derivatives, and discretionary mandate.
• Identify cross selling opportunities between departments and executing them.
• Assist Relationship Managers in attracting new asset under management, understanding new products and identification of potential investment clients.
• Verify advisory and discretionary trades are properly executed and reflected in Advent system.
• 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.
• In conjunction with Chief Investment Office, prepare and discuss investment account reviews.
• Analyze positions, asset allocation, suitability and propose investment switches or new ideas.
• Participate in hiring Investment Advisors (identifying profiles, interviews).
• Ensure continuous professional (hard and soft skill) development of team members.