Team Head – Investment Advisory

JobsCloseBy Editorial Insights

Emirates NBD is seeking a Team Head: Investment Advisory in Dubai to lead an Investment Advisory team, guide investment decisions, ensure quality assurance, and collaborate with Relationship Managers to grow assets under management. Responsibilities include delivering cross-asset investment advice, managing CIP/IPS, monitoring portfolios, conducting performance reviews, and steering complex client discussions while building team capabilities. Ideal candidates have 7+ years in financial services, 5+ in investment roles, 3–5 years in private banking, strong product and market knowledge, leadership, and Russian language proficiency. Tips: tailor your resume to show AUM growth, quantify results, and prepare to discuss asset allocation ideas; apply now to join ENBD’s development opportunities.

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 9 million customers. Emirates NBD is the leading financial services brand in the UAE with a Brand value of approximately USD 4 billion. We serve our customers and help them realize 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 over half a million users, it continues to be the fastest-growing digital bank in the region.

Job Overview:

As a  Team Head – Investment Advisory at Emirates NBD, your role is to holds a team of Investment Advisors from Junior to Senior grades and resumes full responsibility for the Investment Advice and related work being carried out by the team members. While liaising with key clients and the Relationship Managers directly, the position holder also assumes quality assurance tasks for his team members.

Key Responsibilities: 

• Provide specialist investment advice and support to Relationship Managers and advisory clients across asset classes and investment products.
• Grow investment assets under management by identifying investment opportunities, supporting client acquisition, and driving investment-related income.
• Manage client investment accounts by preparing CIP/IPS documents, monitoring profiles, and ensuring trades are properly executed and recorded.
• Conduct portfolio performance reviews, analyze asset allocation and suitability, and recommend investment switches or new ideas.
• Act as a key client contact for complex investment discussions, enhancing client engagement and satisfaction.
• Lead and develop the Investment Advisory team by overseeing activities, driving revenue targets, maintaining quality standards, and supporting team capability development.

Skills and Experience:

• Minimum 7 years of financial services experience, including at least 5 years in investment-related roles.
• Preferred 3–5 years of Private Banking experience with a strong investment focus.
• Strong knowledge of investment products, services, pricing, legal provisions, and delivery processes.
• In-depth understanding of financial markets, equity and bond markets, unit trusts, and personal investment services.
• Solid specialist expertise in investment theory, securities dealing, Forex trades, and treasury-related procedures.
• Proven leadership experience, including managing large and diverse teams and developing team capabilities.
• Proficiency in Russian language. 

There’s never been a better time to join Emirates NBD. 

We’re one of the region’s most recognizable brands. We’re banking innovation leaders. We’re growing across both the UAE and our global offices. We offer a huge range of professional development opportunities to accelerate your career. It also goes without saying that we provide extremely competitive rewards, benefits and perks too, like our flexible work policy so you can work from home whenever it suits.

At ENBD, we encourage interested candidates to review the key responsibilities and qualifications for each role and apply for positions that match their skills and capabilities.