Senior Investment Advisor

at  Emirates NBD

COMPANY INTRODUCTION

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.

JOB PURPOSE

As a Senior Investment Advisor at Emirates NBD, your role is to lead relationship managers from the relevant team to ensure wealth revenue is delivered, deal with the internal requirements, and resume full responsibility for the investment advice, while liaising with key clients and the relationship managers directly.

RESPONSIBILITIES

• 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.

TO BE SUCCESSFUL IN THIS ROLE, YOU WILL NEED THE FOLLOWING SKILLS AND EXPERIENCE…

• Minimum Bachelor’s Degree in finance-related field.
• At least 7 years financial experience, out of which 5 years of investment experience and 3+ years Private Banking experience 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).