As a Wealth Advisor at Emirates NBD, your role 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.
Key Responsibilities:
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.
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.
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.
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.
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:
Bachelor’s degree in finance or other relevant majors.
MBA degree would be an added advantage.
Must have Qualifications: ICWM / UAE Regulations.
Minimum 3 years of similar experience in other banks or wealth management institutions.
Experience in investment product management.
Experience across a wide range of Banking areas, e.g. Retail, wealth management.
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