Investment Adviser C&ib
7 months ago
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**
- Work closely with the C&IB Advisory Head in executing the strategy for the unit assigned to you.
- Build relationships with and understand products & processes of our Asset Management Team in DIFC, Products Team, Singapore Private Banking Team, CIO office, KSA Capital and 3 rd Party providers (MetLife & Jumbo), DTS (Derivates Trading Service) ,Treasury Desk, UK Wealth & Trust Estate Planning, and Emirates Capital
- Build excellent relationships with all RMs and Unit Heads
- Follow processes and protocols in client communication, facilitate professional pre and post sales experience, close deals, conduct portfolio reviews, and make recommendations aligned to our CIO house view.
- Ensure order executions, closure of service requests, clear communication with clients, training and educating of RMs and clients, and continuous learning and development.
**Skills and Experience**
- Minimum 5 years of Banking experience
- Minimum 3 years of Wealth Management Experience
- Post Graduate Qualification with Finance/Banking as Majors
- Experience of Sales Role
- Effective Communication Skills (Verbal & Written)
**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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