About ENBD
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
As an Investment Adviser at Emirates NBD, your 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
- 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
- Fluent in Chinese
- 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).
- Proficient in Arabic language.
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.