Senior Investment Advisor Emirates NBD

Senior Investment Advisor at Emirates NBD is responsible to lead relationship managers from the relevant team to ensure wealth revenue is delivered, deal with the internal requirements, and resume full responsibility for the investment advice, while liaising with key clients and the relationship managers directly. This is a senior level and full time role and for this job the salary ranges from 20000 AED to 35000 AED.

Responsibilities of Senior Investment Advisor

• 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.

Requirements of Senior Investment Advisor

• Minimum Bachelor’s Degree in finance-related field.
• At least 7 years financial experience, out of which 5 years of investment experience and 3+ years Private Banking experience with investment bias.

Skills and Knowledge Desired

• 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).

Job Benefits

• Competitive salary package.
• Market leading incentives.
• Strong emphasis on work-life balance and wellbeing across the bank.
• Preferential banking facilities for employees.
• Generous annual leave entitlement and Private Healthcare.
• World-class Learning & Development platform and career development.

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