Wealth Advisor

Full job description

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 20 million customers. The Emirates NBD Group has a total of 853 branches and 4,213 ATMs / SDMs. Emirates NBD is the leading financial services brand in the UAE with a Brand value of USD 3.89 billion. At the bank, 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 close to 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 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.

Industries:Financial Services

Function: Accounting and Finance