Investment Advisor Job in Dubai UAE

Company          : Emirates NBD

Location           : Dubai, UAE

Timing               : Full time

JOB DESCRIPTION

• Provide specialist investment advice and support services to Senior Relationship Managers and Ultra High Net Worth advisory clients covering single names (equity, fixed income, and FX/commodities) in addition to funds, real estate, structured solutions, direct investments and derivatives, and discretionary mandate.
• Identify cross selling opportunities between departments and executing them.
• Assist Relationship Managers in attracting new asset under management, understanding new products and identification of potential investment clients.
• Check that advisory and discretionary trades are carried out correctly and that the Advent system reflects them.
• Continuously assess and evaluate the risk profiles of your clients.
• Choose the right products from the assortment of options.
• Build client investment portfolios according to current asset allocation models, available products, and risk profiles.
• Report on the customer investment profile’s performance on a regular basis.
• Regularly review and rebalance client risk profiles, and talk with clients and their relationships about suggested modifications.
• Prepare and discuss investment account reviews in coordination with the Chief Investment Office.
• Examine positions, asset distribution, and appropriateness before suggesting changes to investments or fresh concepts.
• Engage in the process of selecting and interviewing investment advisors.
• Assure team members’ ongoing professional (hard and soft skill) growth.

REQUIREMENTS

• Minimum Bachelor’s Degree in finance-related field.
• CFA Charterholder or engaged in the CFA program.
• Financial experience Private Banking with investment bias.
• In-depth knowledge of the product and services, associated charges / fees, legal provisions, delivery process, equity and bond market, unit trusts and other personal investment services.
• Solid understanding of the bedrock financial theory.
• Understand procedures for Securities Dealing & Forex trades, via Treasury dealers (within delegations).
• Proficient in Arabic language.

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