Wealth Advisor

Emirates NBD
Dubai
Workplace: OnsiteFull timeFunction: Consulting & AdvisoryEducation: mastersSkills: ["Communication","Presentation","Interpersonal skills","Relationship management","Sales"]

Build and manage relationships with high-net-worth clients, delivering tailored financial planning, investment management, and wealth advisory services. Partner with clients to design portfolios, monitor performance, and adjust strategies while ensuring regulatory compliance and proactive communication. Drive business development through cross-selling, and provide clear, professional guidance within Emirates NBD’s wealth management framework.

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FursaFursa
Emirates NBD
Emirates NBD
2 months ago

Wealth Advisor

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Last checked: 15 hours agoStatus: Live

Job Summary

Build and manage relationships with high-net-worth clients, delivering tailored financial planning, investment management, and wealth advisory services. Partner with clients to design portfolios, monitor performance, and adjust strategies while ensuring regulatory compliance and proactive communication. Drive business development through cross-selling, and provide clear, professional guidance within Emirates NBD’s wealth management framework.
Location: Dubai
Workplace: Onsite
Employment Type: Full time
Job Function: Consulting & Advisory

Key Responsibilities

  • •Develop comprehensive financial plans addressing clients’ short-term and long-term objectives, and analyze current financial situations to recommend investment strategies.
  • •Design and manage customized investment portfolios for clients, considering risk tolerance and investment horizon; monitor performance and adjust as needed.
  • •Build and maintain strong, long-term relationships with HNW clients; conduct regular meetings to understand goals and risk preferences; provide proactive portfolio updates.
  • •Cross-sell and up-sell financial products and services to deepen client relationships and meet revenue goals.
  • •Ensure all client interactions and financial plans adhere to regulatory standards and maintain accurate records of portfolios and plans.

Key Requirements

  • •MBA in Finance or Bachelor’s degree in finance or other relevant majors.
  • •Must have Qualifications: ICWM / UAE Regulations.
  • •Minimum 3 years of similar experience in other banks or wealth management institutions.
  • •Experience in Sales and Business Development.
  • •Experience in investment product management of at least 3 years.
Experience:BankingWealth managementFinancial services
Education:Master's
Skills:CommunicationPresentationInterpersonal skillsRelationship managementSales
Certifications:ICWM UAE Regulations
Languages:English

Company Brief

Emirates NBD
Emirates NBD is a leading UAE-based banking group providing retail, corporate, Islamic, investment and private banking, plus asset management and digital banking services across multiple countries in the MENAT region.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Dubai, United Arab Emirates
Founded: 1963
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