Senior Investment Adviser

As a Senior Investment Adviser at Emirates NBD your role is to assess clients risk and return profile identify suitable products on basis of need based analysis and combine both into an investment portfolio for the client You will play a key role in meeting clients closing deals monitoring portfolios and providing clients with a wholesome experience of dealing with ENBD Key Responsibilities 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 Verify advisory and discretionary trades are properly executed and reflected in Advent system Assess and evaluate client risk profiles on an ongoing basis Identify appropriate products from the range of available solutions Construct client investment portfolios based on risk profile available products and prevailing asset allocation models Regularly report on performance of client investment profile Review and rebalance client risk profiles on an ongoing basis and discuss proposed changes with clients and relationship In conjunction with Chief Investment Office prepare and discuss investment account reviews Analyze positions asset allocation suitability and propose investment switches or new ideas Participate in hiring Investment Advisors identifying profiles interviews Ensure continuous professional hard and soft skill development of team members Skills and Experience Minimum Bachelors Degree in financerelated field CFA Charterholder or engaged in the CFA program Financial experience Private Banking with investment bias Indepth 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 What we offer you Competitive salary package Strong emphasis on work life balance Generous annual leave entitlement and Private Healthcare Worldclass Learning Development platform and career development Preferential banking facilities for employees You will be redirected to the company website to apply for this position