Digital Wealth Advisor

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 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 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 over half a million users, it continues to be the fastest-growing digital bank in the region.

Job Overview

As a Digital Wealth Advisor at Emirates NBD, your role is responsible for driving digital wealth adoption within the branch network by engaging with leadership, supporting frontline staff, and providing hands-on guidance to High Net Worth (HNW) clients. The individual will act as a senior digital wealth ambassador within the branch, engaging leadership, developing staff capabilities, and hand-holding HNW clients to ensure seamless digital adoption and revenue delivery.

Key Responsibilities

Drive digital wealth sales performance within the branch, with clear accountability for increasing investment volumes through digital channels. Actively support and convert large-ticket digital investment opportunities, ensuring clients are guided end-to-end. Identify HNW clients suitable for digital transactions and proactively promote relevant digital wealth solutions. Monitor and track digital sales performance, highlighting gaps and driving corrective actions.

Support Relationship Managers (RMs) in driving digital investment penetration and client onboarding. Contribute to branch wealth targets through increased usage of digital channels and investment tools. Provide feedback from clients and staff to help improve digital tool and user experience. Continuous development through training and best-practice sharing on an evolving basis.

Skills and Experience

Bachelor’s degree in Finance or a related field with ICWM/SCA certification and proven sales capability. Minimum 3 years of sales experience and 3 years of investment/wealth management experience. Strong understanding of wealth management products, investment solutions, equity and bond markets, mutual funds, and advisory services. Proven ability to drive digital wealth adoption, increase digital wealth accounts via ENBD X, and enhance client engagement and transaction activity.

There’s never been a better time to join Emirates NBD. We’re one of the region’s most recognisable 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.