Investment Advisor

Job Description

Job Overview

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.
• CFA Charterholder or engaged in the CFA program.
• 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).
• There’s never been a better time to join Emirates NBD.
• We’re one of the region’s most recognisable brands.
• We’re banking innovation leaders.
• We’re growing across both the UAE and our global offices.
• We offer a huge range of professional development opportunities to accelerate your career.
• It also goes without saying that we provide extremely competitive rewards, benefits and perks too, like our flexible work policy so you can work from home whenever it suits.
• At ENBD, we encourage interested candidates to review the key responsibilities and qualifications for each role and apply for positions that match their skills and capabilities.