Investment Advisor (For Future Openings)

This role is being advertised to build a talent pool for anticipated future hiring requirements. Shortlisted candidates may be considered for suitable opportunities as they arise.

Job Overview

As an 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 assuming 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

• At least 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, with the ability to apply this to business planning.
• Solid grasp of investment theory and the ability to provide tactical and operational investment solutions.
• Understanding of securities dealing and forex trade procedures, along with experience managing a team.