Emirates NBD
Senior Investment Advisor
- Permanent
- Abu Dhabi, United Arab Emirates
- Experience 5 - 10 yrs
Job overview
Date posted
16/09/2025
Location
Abu Dhabi, United Arab Emirates
Salary
Undisclosed
Compensation
Comprehensive package
Experience
5 - 10 yrs
Seniority
Senior & Lead
Qualification
Bachelors degree
Expiration date
31/10/2025
Job description
As a Senior Investment Advisor at Emirates NBD, you will assess clientsâ risk and return profiles, identify suitable investment products, and build tailored portfolios. The role involves client engagement, closing investment deals, monitoring performance, and providing holistic advisory support. You will partner with relationship managers, contribute to asset growth, and ensure accurate execution of trades while working closely with the Chief Investment Office. You will also mentor investment advisors, support professional development, and help drive cross-selling opportunities across the bank.
Required skills
investment advisory
portfolio construction
asset allocation
equity markets
fixed income
foreign exchange
commodities
structured products
real estate investments
derivatives
discretionary mandates
private banking
risk profiling
advent system
securities dealing
forex trades
Key responsibilities
- Provide specialist investment advice and support services to senior relationship managers and UHNW clients
- Advise across equities, fixed income, FX/commodities, funds, real estate, structured solutions, direct investments, derivatives, and discretionary mandates
- Identify cross-selling opportunities and execute them
- Assist relationship managers in attracting new assets under management
- Ensure advisory and discretionary trades are executed and reflected in Advent system
- Assess and evaluate client risk profiles on an ongoing basis
- Identify appropriate products from the available solutions
- Construct and monitor client investment portfolios based on risk profile and asset allocation models
- Regularly report on performance of client investment profiles
- Review and rebalance client risk profiles as required
- Collaborate with CIO to prepare and present investment account reviews
- Analyze asset positions, suitability, and propose switches or new ideas
- Participate in hiring investment advisors and interviewing candidates
- Ensure continuous professional development of investment team members
Experience & skills
- Bachelorâs degree in Finance-related field
- CFA Charterholder or enrolled in CFA program
- Private Banking experience with an investment advisory focus
- In-depth knowledge of investment products, services, charges, fees, and legal provisions
- Strong understanding of equity and bond markets, unit trusts, and personal investment services
- Proficiency in financial theory fundamentals
- Understanding of securities dealing and forex trade procedures
- Proficient in Arabic language