Emirates NBD
Team Head - Investment Advisory PB
- Permanent
- Dubai, United Arab Emirates
- Experience 10 - 15 yrs
Report job as expired
Job expiry date: 25/07/2025
Job overview
Date posted
10/06/2025
Location
Dubai, United Arab Emirates
Salary
AED Undisclosed per month
Experience
10 - 15 yrs
Seniority
Director
Qualification
Bachelors degree
Expiration date
25/07/2025
Job description
As a Team Head - Investment Advisory Private Banking at Emirates NBD, you will be responsible for leading the Wealth Advisory function within the Wealth Management division. This includes providing strategic direction, overseeing the delivery of high-quality advisory services, shaping advisory offerings, enhancing client engagement, and ensuring strict compliance with all regulatory standards. The role demands strong leadership skills, deep knowledge of investment and wealth products, and adeptness in managing high-net-worth client relationships. You'll drive business growth, mentor advisors, manage financial targets, and foster a high-performance team culture.
Required skills
Key responsibilities
- Develop and implement the strategic direction for the Wealth Advisory function
- Lead the development of advisory services that align with client needs and market trends
- Ensure that advisory services are delivered in a timely and efficient manner
- Oversee the training and development of advisors to maintain high standards of service
- Monitor and respond to changes in the regulatory environment affecting advisory services
- Build and maintain relationships with high-net-worth clients, ensuring their financial needs are met
- Develop strategies to expand the client base and enhance client loyalty
- Collaborate with other divisions to provide comprehensive wealth management solutions
- Represent the bank in client meetings, presentations, and industry events
- Monitor client satisfaction and implement improvements to advisory services
- Set and monitor financial targets for the Wealth Advisory function
- Drive business growth through innovative advisory strategies
- Report regularly on financial performance to senior management
- Ensure alignment of financial strategies with the bank's overall goals
- Optimize the profitability of advisory services through effective cost management
- Ensure all advisory activities comply with regulatory requirements
- Develop and implement risk management strategies for the Wealth Advisory function
- Oversee audits and reviews related to advisory services
- Regularly update policies and procedures to reflect changes in regulations
- Lead the response to any compliance-related issues within the advisory function
- Lead, mentor, and develop the Wealth Advisory team
- Foster a high-performance culture focused on client centric advisory services
- Conduct regular performance reviews and provide actionable feedback
- Encourage collaboration across teams and with other divisions
- Develop succession plans to ensure continuity of leadership within the team
Experience & skills
- Extensive experience in wealth advisory or related roles
- Strong background in client management and regulatory compliance
- Bachelor's degree in Finance, Business, or a related field
- Advanced certifications such as CFA or CFP are strongly preferred
- In-depth knowledge of wealth management and advisory services
- Strong leadership and strategic planning skills
- Excellent client relationship management abilities
- Comprehensive understanding of regulatory compliance
