Senior Investment Advisor
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Key skills for this role
About the Role
Emirates NBD is looking for a Senior Investment Advisor to join their team in Dubai. The role involves providing specialist investment advice to ultra-high-net-worth clients, managing investment accounts, and driving revenue growth.
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 experience includes 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
- Proficiency in Arabic language
Full Job Posting
About ENBD
- Emirates NBD is a market leader across the MENAT region with a presence in 13 countries, serving over 9 million customers.
- We serve our customers and help them realize their financial objectives through a range of banking products and services.
Job Overview
- As a Senior Investment Advisor at Emirates NBD, your role is to report to the Team Head of investment advisory in managing the team, dealing with the internal requirements, and resumes full responsibility for the Investment Advice.
- While liaising with key clients and the Relationship Managers directly.
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 financial and investment experience: Requires at least 7 years of financial experience, including 5 years in investment related roles.
- Private Banking exposure: Preferred experience includes 3+ years in Private Banking with a strong investment focus.
- Product and services expertise: In depth knowledge of investment products, services, fees, legal provisions, and delivery processes.
- Market and investment knowledge: Strong understanding of equity, bond markets, unit trusts, and personal investment services, with ability to apply this to business planning.
- Specialist investment advisory skills: Solid grasp of investment theory and ability to provide tactical and operational investment solutions.
- Trading and team management capability: Understanding of securities dealing and forex trade procedures, along with experience managing a team.
- Proficiency in Arabic language.
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