Investment Advisor - Priority Banking

Emirates Islamic; Dubai; On-site; AED 300,000 - 550,000; Full time

Job summary

Emirates Islamic Wealth Management is seeking a seasoned professional to drive investment and Takaful revenue growth while managing high-net-worth client relationships. The role involves tailoring investment and Takaful proposals to individual needs and mentoring Relationship Managers on product offerings and sales best practices.

Ideal candidates have 5+ years in banking/wealth management, strong knowledge of investment products and advisory processes, and proven leadership and communication

Qualifications

• Minimum 5 years of banking or wealth management experience.
• At least 3 years in wealth management and investment product management.
• Strong knowledge of investment products, financial markets, portfolio management and investment advisory processes.
• Excellent financial analysis, business judgement, problem-solving and decision-making skills.
• Proven ability to drive sales performance and manage targets.
• Strong leadership, coaching, communication and stakeholder management skills.
• Ability to multitask, work under pressure and adapt to changing business requirements.

Responsibilities

• Drive investment and Takaful revenue growth by identifying opportunities, increasing product penetration and developing tailored solutions for Priority Banking customers.
• Manage client relationships, conduct customer profiling and develop investment and Takaful proposals aligned with individual financial needs and portfolio objectives.
• Train and coach Relationship Managers on investment and Takaful products, sales practices and portfolio management.
• Ensure compliance with relevant policies and procedures, promote responsible sales practices and minimize mis-selling risks through regular monitoring and guidance.
• Oversee team performance, drive revenue targets, maintain quality standards and support the professional development of team members.
• Collaborate with Product Teams and key stakeholders to enhance investment products, platforms and profiling tools, while supporting product launches and sales process improvements.

Skills

Investment products knowledge

Financial markets

Portfolio management

Investment advisory processes

Leadership

Communication

Education

Bachelor's degree in finance

MBA or master's degree

CFA/CISI certifications preferred

Job description

Job Description:

Organizational Unit Purpose

The Emirates Islamic Wealth Management unit focuses on developing and managing tailored wealth solutions for High-Net-Worth Individuals. The unit offers a diversified range of Shariah-compliant investment products across multiple asset classes, including Sukuk, funds, equities, and structured products. Working closely with sales channels and key internal stakeholders, the team continuously enhances its product proposition to meet evolving customer needs and market opportunities. Through strong product expertise, effective stakeholder collaboration, and continuous process improvement, the unit aims to grow its investment portfolio, deliver an excellent customer experience, and increase its contribution to the Bank’s overall profitability.

Responsibilities

• Drive investment and Takaful revenue growth by identifying opportunities, increasing product penetration and developing tailored solutions for Priority Banking customers.
• Manage client relationships, conduct customer profiling and develop investment and Takaful proposals aligned with individual financial needs and portfolio objectives.
• Train and coach Relationship Managers on investment and Takaful products, sales practices and portfolio management.
• Ensure compliance with relevant policies and procedures, promote responsible sales practices and minimize mis-selling risks through regular monitoring and guidance.
• Oversee team performance, drive revenue targets, maintain quality standards and support the professional development of team members.
• Collaborate with Product Teams and key stakeholders to enhance investment products, platforms and profiling tools, while supporting product launches and sales process improvements.

Qualifications

• Bachelor’s degree in finance or a related field; a master’s degree or MBA is an advantage.
• Relevant professional qualifications such as CFA and CISI certifications are preferred.
• Minimum 5 years of relevant experience in banking or wealth management, including at least 3 years in wealth management and investment product management.
• Strong knowledge of investment products, financial markets, portfolio management and investment advisory processes.
• Excellent financial analysis, business judgement, problem-solving and decision-making skills.
• Proven ability to drive sales performance, manage targets and influence teams to achieve business objectives.
• Strong leadership, coaching, communication, presentation and stakeholder management skills.
• Ability to multitask, work under pressure and adapt to changing business requirements.
• High level of professionalism, integrity, motivation and a proactive approach to continuous learning.

EIB

Emirates Islamic was launched in 2004 to deliver the highest standards of banking services in line with Sharia principles.

As one of the leading Islamic banks in the UAE, Emirates Islamic offers exciting career opportunities for highly motivated professionals and graduates. At Emirates Islamic, we believe that our Employees are our biggest asset and we continuously invest in Talent Management & Training and Development programmes to help them excel professionally and achieve success in their chosen career.

Emiratization is a key strategic objective at Emirates Islamic. We provide training to talented, young Emaratis under dedicated programmes that shape their ambition, passion & commitment and guide them to become the future leaders of the organization as well as the overall financial sector.

We are driven by our values of Innovation, Customer Service, Ambition & Ownership and are always looking for talent to add to our diverse work environment comprising of over 60 nationalities.