Senior Investment Advisor

Overview

Job Overview

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 contacting 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

• Minimum financial and investment experience: Requires at least 7 years of financial experience, including 5 years in investment-related roles.
• Private Banking exposure: Preferred experience includes 3+ years in Private Banking with a strong investment focus.
• Product and services expertise: In-depth knowledge of investment products, services, fees, legal provisions, and delivery processes.
• Market and investment knowledge: Strong understanding of equity, bond markets, unit trusts, and personal investment services, with ability to apply this to business planning.
• Specialist investment advisory skills: Solid grasp of investment theory and ability to provide tactical and operational investment solutions.
• Trading and team management capability: Understanding of securities dealing and forex trade procedures, along with experience managing a team.
• Proficiency in Hindi language.
• **There’s never been a better time to join Emirates NBD.**We’re one of the region’s most recognizable 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.