banking jobs in UAE | Emirates NBD careers
Emirates NBD announced, through its Linkedin account, a bank job in UAE (Wealth Advisor) according to the following:
- As a Wealth Advisor, you 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.
- 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.
- Education / Certifications
- MBA in Finance or Bachelor’s degree in finance or other relevant majors.
- ICWM / UAE Regulations (must-have)
- Minimum 3 years of similar experience in other banks or wealth management institutions.
- Experience in Sales and Business Development.
- Experience in investment product management of at least 3 years.
- Experience across a wide range of Banking areas, e.g. Retail, wealth management.
- Knowledge & Skills
- Supervisory ability and experience; effective communication skills both orally and in writing.
- Excellent communication and presentation skills interpersonal skills are essential for this role.
- Fluency in English is a must. Arabic is an advantage.
To know more details about the vacancy and how to apply kindly check the link below:
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