Senior Investment Advisor
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Key skills for this role
About the Role
Emirates NBD seeks a Senior Investment Advisor to provide specialist investment advice to ultra-high-net-worth clients and support Relationship Managers. The role involves driving investment growth, managing client accounts, and overseeing team performance.
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 of Private Banking experience 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 Hindi language
Full Job Posting
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 resume 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 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.
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 Hindi language.
Benefits
- Extremely competitive rewards, benefits and perks.
- Flexible work policy so you can work from home whenever it suits.
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