Emirates NBD

Investment Advisor

Emirates NBD

Dubai, United Arab Emirates · Full Time

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Experience
5+ yrs
Salary
—
Openings
1
Posted
1 week ago
Work mode
In office
Eligibility
Candidates with relevant experience and skills in finance and investments, especially those with private banking expertise and Arabic language proficiency, are encouraged to apply.
Resume
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Job description

Job Overview

This position is created to establish a talent pool for upcoming recruitment needs. Candidates who are shortlisted will be considered for relevant roles as they open.

About Emirates NBD

Emirates NBD is a leading financial institution in the MENAT region, with operations in 13 countries and serving over 9 million customers. Recognized as the foremost financial services brand in the UAE, the bank boasts a brand value around USD 4 billion. Their offerings include retail banking, corporate and institutional banking, Islamic banking, investment banking, private banking, asset management, global markets, treasury, and brokerage services. They have a strong digital banking presence with 97% of transactions done outside branches, and run Liv, a popular lifestyle digital bank with more than half a million users, currently the fastest growing in the region.

Key Responsibilities

  • Support Relationship Managers in growing assets under management and boosting investment income while identifying cross-selling chances.
  • Deliver expert investment advice and sophisticated multi-asset class solutions to ultra-high-net-worth clients.
  • Administer client investment accounts including preparation of CIP/IPS documentation, monitoring profiles, and ensuring accurate trade execution and recording.
  • Perform portfolio analysis and performance reviews by examining asset allocation, appropriateness, holdings, and suggesting investment adjustments or new concepts.
  • Enhance client relationships by serving as a senior investment contact and facilitating higher-level, more frequent interactions.
  • Lead team performance management by steering revenue objectives, maintaining quality standards, overseeing budgets, and fostering continuous team growth.

Required Skills and Experience

  • At least 7 years of financial industry experience, including a minimum of 5 years in investment-related roles.
  • Preferably 3 or more years of Private Banking experience focused strongly on investments.
  • Comprehensive knowledge of investment products, associated fees, legal frameworks, and operational processes.
  • Expertise in markets including equities, bonds, unit trusts, and personal investment services, with skills to integrate this knowledge into business planning.
  • Proficient understanding of investment theories and capability to offer both tactical and operational investment advice.
  • Experience in securities trading and foreign exchange procedures and prior team leadership responsibilities.
  • Fluency in Arabic language is required.

Additional Information

The bank is recognized as a regional leader in innovation and provides significant professional development opportunities for career advancement. Benefits include a flexible work policy allowing remote work based on convenience.

Interested candidates are encouraged to assess the role's responsibilities and qualifications carefully to ensure alignment with their expertise before applying.

How they work

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