Senior Investment Advisor
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Key skills for this role
About the Role
Emirates NBD seeks a Senior Investment Advisor to drive investment growth, provide specialist advice to ultra-high-net-worth clients, and manage team performance. Requires at least 7 years of financial experience including 5 years in investment roles, private banking exposure, and proficiency in Arabic.
Key Skills for This Role
Responsibilities
- Drive investment growth and revenue by supporting RMs in increasing Assets under Management, generating investment related income, and identifying cross selling opportunities
- Provide specialist investment advice and deliver complex investment solutions across multiple asset classes for ultra high net worth clients
- Manage client investment accounts by preparing CIP/IPS documents, monitoring investment profiles, and ensuring trades are properly executed and recorded
- Conduct performance reviews and portfolio analysis by reviewing asset allocation, suitability, positions, and recommending investment switches or new ideas
- Strengthen client engagement by acting as a senior investment contact and supporting more frequent, higher level client interactions
- Oversee team performance and development by driving revenue targets, maintaining quality standards, tracking budgets, and supporting continuous team development
Requirements
- Minimum 7 years of financial experience, including 5 years in investment related roles
- Preferred 3+ years in Private Banking with strong investment focus
- In depth knowledge of investment products, services, fees, legal provisions, and delivery processes
- Strong understanding of equity, bond markets, unit trusts, and personal investment services
- Solid grasp of investment theory and ability to provide tactical and operational investment solutions
- Understanding of securities dealing and forex trade procedures
- Experience managing a team
- Proficiency in Arabic language
Full Job Posting
Job Overview
- As a Senior Investment Advisor at Emirates NBD, you report to the Team Head of investment advisory, manage the team, deal with internal requirements, and resume full responsibility for Investment Advice while liaising with key clients and Relationship Managers.
Key Responsibilities
- Drive investment growth and revenue by supporting RMs in increasing Assets under Management, generating investment related income, and identifying cross selling opportunities.
- Provide specialist investment advice and deliver complex investment solutions across multiple asset classes for ultra high net worth clients.
- Manage client investment accounts by preparing CIP/IPS documents, monitoring investment profiles, and ensuring trades are properly executed and recorded.
- Conduct performance reviews and portfolio analysis by reviewing asset allocation, suitability, positions, and recommending investment switches or new ideas.
- Strengthen client engagement by acting as a senior investment contacting and supporting more frequent, higher level client interactions.
- Oversee team performance and development by driving revenue targets, maintaining quality standards, tracking budgets, and supporting continuous team development.
Skills and Experience
- Minimum 7 years of financial experience, including 5 years in investment related roles.
- Preferred 3+ years in Private Banking with a strong investment focus.
- In depth knowledge of investment products, services, fees, legal provisions, and delivery processes.
- Strong understanding of equity, bond markets, unit trusts, and personal investment services.
- Solid grasp of investment theory and ability to provide tactical and operational investment solutions.
- Understanding of securities dealing and forex trade procedures, along with experience managing a team.
- Proficiency in Arabic language.
There’s never been a better time to join Emirates NBD
- Extremely competitive rewards, benefits and perks.
- Flexible work policy so you can work from home whenever it suits.
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