Wealth Advisor

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 9 million customers. Emirates NBD is the leading financial services brand in the UAE with a Brand value of approximately USD 4 billion. 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 over half a million users, it continues to be the fastest-growing digital bank in the region.

Job Overview

As a Wealth Advisor at Emirates NBD, your role is to 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.

Key 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.Skills and Experience

• 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 across a wide range of Banking areas, e.g. Retail, wealth management.

• Excellent communication and presentation skills interpersonal skills are essential for this role.

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.