Investment Adviser

1 week ago

Dubai, United Arab Emirates Emirates NBD Full time

Emirates NBD is a market leader across the MENAT (Middle East, North Africa and Türkiye) region with a presence in 13 countries, serving over 20 million customers. The Emirates NBD Group has a total of 853 branches and 4,213 ATMs / SDMs. Emirates NBD is the leading financial services brand in the UAE with a Brand value of USD 3.89 billion. At the bank, we serve our customers and help them realise their financial objectives through a range of banking products and services including retail banking, corporate & institutional banking, Islamic banking, investment banking, private banking, asset management, global markets and treasury, and brokerage operations. We are a key participant in the global digital banking industry, with 97% of all financial transactions and requests conducted outside of our branches. We also operate Liv, the lifestyle digital bank by Emirates NBD. With close to half a million users, it continues to be the fastest-growing digital bank in the region.

**Job Overview**

This 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 of dealing with ENBD.

**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 discretionary mandate.
- 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).
- Ensure continuous professional (hard and soft skill) development of team members.

**Skills and Experience**
- Minimum Bachelor's Degree in finance-related field.
- 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).

**What we offer you**
- Competitive salary package
- Strong emphasis on work/life balance
- Generous annual leave entitlement and Private Healthcare
- World-class Learning & Development platform and career development
- Preferential banking facilities for employees

**Why Join Us**

We aspire to be an employee’s employer of choice. We believe, we can help you realize your true potential by providing the right opportunities. At ENBD we are reimagining the future of work so that you can unlock your potential, every day we want to ensure, every employee can exceed in the future of work by upskilling, building new digital skills and knowledge. Our goal is to empower our employees to build a career experiences and skills they need in the future and that will produce a great outcome for our bank as well, we want our employees no matter their background, location, preferences to feel engaged to one ENBD team.

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