Wealth Advisor

COMPANY INTRODUCTION

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 realize 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 PURPOSE

As a Wealth Advisor, you will be responsible for building and maintaining long-term relationships with high-net-worth individuals (HNWIs). You will provide tailored financial advice, and wealth planning services to help clients grow, preserve, and transfer their wealth.

RESPONSIBILITIES

Financial Planning

• Create comprehensive financial plans that address clients’ short-term and long-term financial.
• Analyze clients’ current financial situation and recommend investment strategies that align with their objectives.
• Stay informed about market trends, economic conditions, and regulatory changes to provide timely and relevant advice.

Investment Management

• Design and manage customized investment portfolios for clients, considering their risk tolerance and investment horizon.
• Monitor and review portfolio performance, making adjustments as necessary to optimize returns and manage risk.

Client Relationship Management

• Develop and maintain strong, long-term relationships with HNW clients.
• Conduct regular meetings with clients to understand their financial goals, risk tolerance, and investment preferences.
• Provide ongoing, proactive communication and updates on clients’ portfolios and financial plans.

Business Development

• Cross-sell and up-sell financial products and services to existing clients to deepen relationships and enhance value.
• Develop and execute strategies to meet individual and team revenue goals.

Compliance and Documentation:

• Ensure all client interactions and financial plans adhere to regulatory and compliance standards.
• Maintain accurate and up-to-date records of client interactions, financial plans, and investment portfolios.

REQUIREMENTS

• Education / Certifications
  – MBA in Finance or Bachelor’s degree in finance or other relevant majors.
  – ICWM / UAE Regulations (must-have)
• Experiences
  – 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 across a wide range of Banking areas, e.g. Retail, wealth management.
• Knowledge & Skills
  – Supervisory ability and experience; effective communication skills both orally and in writing.
  – Excellent communication and presentation skills interpersonal skills are essential for this role.
  – Fluency in English is a must. Arabic is an advantage.

WHAT WE OFFER YOU:

• Competitive salary package
• Market-leading bonus structure
• Strong emphasis on work/life balance
• Generous annual leave entitlement and Private Healthcare
• World-class Learning & Development platform and career development
• Preferential banking facilities for employees

WHY JOIN US?

We aspire to be an employee’s employer of choice. We believe, we can help you realize your true potential by providing the right opportunities. At ENBD we are reimagining the future of work so that you can unlock your potential, every day we want to ensure, every employee can exceed in the future of work by upskilling, building new digital skills and knowledge. Our goal is to empower our employees to build a career experiences and skills they need in the future and that will produce a great outcome for our bank as well, we want our employees no matter their background, location, preferences to feel engaged to one ENBD team.

We encourage interested candidates to review the key responsibilities and qualifications for each role and apply for any positions that match their skills and capabilities. ENBD is proud to be an equal opportunity employer.  All qualified applicants will receive consideration for employment, however due to high volume of applicants, only SHORTLISTED candidates will be contacted.