Wealth Advisor
Job Description
Job Overview
As a Wealth Advisor at Emirates NBD, your role is to provide comprehensive wealth management advice and services to clients, supporting relationship management and performance analysis. Enhances client portfolios through strategic financial planning and advisory. The wealth advisory involves high-level problem-solving and effective communication with clients and internal teams to ensure optimal client satisfaction and financial performance and will also have specific targets for revenue generation, AUM and new client acquisition for wealth based on the segment and area.
Key Responsibilities
- Offer expert advice on a range of wealth management products.
- Stay informed about market trends and new financial products.
- Present tailored financial strategies and solutions based on client needs and profiles.
- Manage client accounts and ensure effective performance tracking.
- Develop and implement strategies to grow client portfolios.
- Utilize CRM systems to track client interactions.
- Maintain client confidentiality and adhere to ethical standards.
- Conduct performance analysis and prepare detailed reports.
- Monitor financial performance and suggest improvements.
- Provide clients with regular updates on their portfolio performance, and make suggestions, if any
- Develop performance dashboards and visual aids.
- Support senior wealth managers in maintaining and expanding client relationships.
- Provide administrative support to ensure smooth client interactions.
- Assist in the development and implementation of client engagement strategies.
- Achieve specific targets for Fee Income, AUM growth, and product diversification.
- Generate volumes in new product launches and new initiatives of the bank.
- Track and report progress towards targets on a regular basis.
Skills And Experience
- Bachelor’s degree in Finance, Business, or a related field.
- Proven experience in wealth management or advisory roles.
- Strong analytical and reporting skills.
- CISI Level 3 and SCA Certified.
What We Offer You
- Competitive salary package.
- Market-leading incentives.
- Strong emphasis on work/life balance.
- Generous annual leave entitlement and Private Healthcare.
- World-class Learning & Development platform and career development.
- Preferential banking facilities for employees.
Why Join Us
We aspire to be an employee’s employer of choice. We believe, we can help you realize your true potential by providing the right opportunities. At ENBD we are reimagining the future of work so that you can unlock your potential, every day we want to ensure, every employee can exceed in the future of work by upskilling, building new digital skills and knowledge. Our goal is to empower our employees to build a career experiences and skills they need in the future and that will produce a great outcome for our bank as well, we want our employees no matter their background, location, preferences to feel engaged to one ENBD team.
At ENBD, we encourage interested candidates to review the key responsibilities and qualifications for each role and apply for any positions that match their skills and capabilities. ENBD is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment, however due to high volume of applicants only SHORTLISTED candidates will be contacted. “