Team Head – Investment Advisory

About Enbd

Job Overview

Key Responsibilities

• Provide specialist investment advice and support to Relationship Managers and advisory clients across asset classes and investment products.
• Grow investment assets under management by identifying investment opportunities, supporting client acquisition, and driving investment-related income.
• Manage client investment accounts by preparing CIP/IPS documents, monitoring profiles, and ensuring trades are properly executed and recorded.
• Conduct portfolio performance reviews, analyze asset allocation and suitability, and recommend investment switches or new ideas.
• Act as a key client contact for complex investment discussions, enhancing client engagement and satisfaction.
• Lead and develop the Investment Advisory team by overseeing activities, driving revenue targets, maintaining quality standards, and supporting team capability development.
• **Skills and Experience:**
• Minimum 7 years of financial services experience, including at least 5 years in investment-related roles.
• Preferred 3–5 years of Private Banking experience with a strong investment focus.
• Strong knowledge of investment products, services, pricing, legal provisions, and delivery processes.
• In-depth understanding of financial markets, equity and bond markets, unit trusts, and personal investment services.
• Solid specialist expertise in investment theory, securities dealing, Forex trades, and treasury-related procedures.
• Proven leadership experience, including managing large and diverse teams and developing team capabilities.
• Proficiency in Russian 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.