Senior Investment Advisor
at Emirates NBD
Dubai, دبي, United Arab Emirates -
Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
---|---|---|---|---|---|---|---|
Immediate | 07 Sep, 2024 | Not Specified | 07 Jun, 2024 | 3 year(s) or above | Unit Trusts | No | No |
Required Visa Status:
Citizen | GC |
US Citizen | Student Visa |
H1B | CPT |
OPT | H4 Spouse of H1B |
GC Green Card |
Employment Type:
Full Time | Part Time |
Permanent | Independent - 1099 |
Contract – W2 | C2H Independent |
C2H W2 | Contract – Corp 2 Corp |
Contract to Hire – Corp 2 Corp |
Description:
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.
- 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).
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.
REQUIREMENT SUMMARY
Min:3.0Max:7.0 year(s)
Banking/Mortgage
Banking / Insurance
BFSI
Graduate
Finance-related field
Proficient
1
Dubai, United Arab Emirates