Investment Advisor
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Key skills for this role
About the Role
Emirates NBD is seeking an Investment Advisor to provide specialist investment advice to Senior Relationship Managers and Ultra High Net Worth clients. The role requires a Bachelor's degree in finance, CFA charterholder or progress, and private banking experience.
Key Skills for This Role
Responsibilities
- Provide specialist investment advice and support services to Senior Relationship Managers and Ultra High Net Worth advisory clients
- Identify cross selling opportunities between departments and execute them
- Assist Relationship Managers in attracting new assets under management
- 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 asset allocation models
- Regularly report on performance of client investment profile
- Review and rebalance client risk profiles and discuss proposed changes with clients
- Prepare and discuss investment account reviews with Chief Investment Office
- Analyze positions, asset allocation, suitability and propose investment switches or new ideas
- Participate in hiring Investment Advisors
Requirements
- Minimum Bachelor's Degree in finance related field
- CFA Charterholder or engaged in the CFA program
- Financial experience in Private Banking with investment bias
- In depth knowledge of products, services, charges, legal provisions, equity and bond markets, unit trusts
- Solid understanding of financial theory
- Understanding of Securities Dealing & Forex trades procedures
Full Job Posting
Job Overview
- As an Investment Adviser at Emirates NBD, your role is to assess clients’ risk and return profile, identify suitable products on basis of need based analysis and combine both into an investment portfolio for the client.
- You will play a key role in meeting clients, closing deals, monitoring portfolios and providing clients with a wholesome experience.
Key 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 discre
- 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).
Skills And Experience
- Minimum Bachelor's Degree in finance related field.
- CFA Charterholder or engaged in the CFA program.
- 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).
Benefits
- Extremely competitive rewards, benefits and perks
- Flexible work policy including work from home
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