Investment Advisor (For Future Openings)

Emirates NBD
Dubai
Workplace: OnsiteFull timeFunction: Capital Markets, Trading & QuantExperience: 7+ yearsSkills: ["Client engagement","Portfolio analysis","Team management","Investment advice","Revenue growth"]

Build a talent pool for future Investment Advisor needs by delivering end-to-end investment advice to ultra-high-net-worth clients. Support Relationship Managers to grow assets under management and investment income, prepare CIP/IPS documentation, and ensure trades are executed and recorded. Analyze portfolios and client suitability to recommend switches and new ideas, while strengthening high-level client engagement and overseeing team performance and development.

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FursaFursa
Emirates NBD
Emirates NBD
1 day ago

Investment Advisor (For Future Openings)

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 8 hours agoStatus: Live

Job Summary

Build a talent pool for future Investment Advisor needs by delivering end-to-end investment advice to ultra-high-net-worth clients. Support Relationship Managers to grow assets under management and investment income, prepare CIP/IPS documentation, and ensure trades are executed and recorded. Analyze portfolios and client suitability to recommend switches and new ideas, while strengthening high-level client engagement and overseeing team performance and development.
Location: Dubai
Workplace: Onsite
Employment Type: Full time
Job Function: Capital Markets, Trading & Quant
Seniority: Manager level

Key Responsibilities

  • •Support Relationship Managers 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, reviewing asset allocation and suitability and recommending investment switches or new ideas.
  • •Oversee team performance and development by driving revenue targets, maintaining quality standards, tracking budgets, and supporting continuous team development.

Pay and Benefits

Perks:Remote Work

Key Requirements

  • •At least 7 years of financial experience, including 5 years in investment-related roles.
  • •3+ years of Private Banking experience with a strong investment focus.
  • •In-depth knowledge of investment products, services, fees, legal provisions, and delivery processes.
  • •Strong knowledge of equity, bond markets, unit trusts, and personal investment services.
  • •Proficiency in Arabic language.
Experience:7+ yearsPrivate bankingUltra-high-net-worthAsset management
Skills:Client engagementPortfolio analysisTeam managementInvestment adviceRevenue growth
Languages:Arabic

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
Glassdoor
Glassdoor: 3.5
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