About this role
About Team
Emirates Islamic Wealth Management provide wealth management services to various Emirates Islamic Businesses Including PB, PRB, WB and Retail Banking. The aim is to assist Affluent, HNW and UHNW clients by defining their strategic goals and offering specialized and tailored solutions to professionally manage, grow, safeguard, and diversify the future of family weal
Job Purpose
Portfolio Reviews and Investment Propositions:
- Completing Portfolio reviews as well as proposals for PB and PRB segments within the deadlines set and following the frequency cycle in line with the NPPA.
- Closely monitoring the progress and making sure all reviews were shared with clients and that client discussions took place during the agreed time frame.
- Providing NTW proposals in adequate TAT time to help bringing more businesses and increasing investment penetration.
- Implementing bespoke proposals to customized specific recommendations to PB clients.
- Promptly liaising with CIO office to accommodate urgent advisors/RMs requests (Outlook/write ups).
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Rebalancing existing portfolios in alignment with the CIO views as well as latest TAA approved by the investment committee. Portfolios are undergoing continuous shifts in allocating percentages of assets held in various categories to take advantage of market pricing.
Middle Office Management:
- IPOs: Assist with applications processing for local IPOs by liaising with all stakeholders ( RMs, IAs, Lombard, Operations.)
- Investment Products and Customers’ portfolio Analysis
- Rebranding Investment Communications.
- Perform thorough analysis to identify business opportunities, risks, and performance metrics to translate business needs into analytical solutions.
- Support ad-hoc data investment requests from IAs.
- Participate in projects to improve data quality, reporting accuracy, and process automation.
- CIO Office Monthly Publication – rebranding CIO office investment publications for clients' use in line with shariah guidelines
- Corporate actions communication: Dispatch corporate actions to clients on a timely manner
Education & Skills
Bachelor’s degree in finance or business
Masters in finance / MBA
CFA certification
CISI Certification / Other Certifications
3+ years of similar experience in other banks or wealth management institutions
Experience as wealth manager for at least 3 years
Experience in investment product management of at least 3 years
Experience across a wide range of Banking areas, e.g., Retail, wealth management, SME
What we offer you:
- Competitive salary package
- Strong emphasis on work-life balance and wellbeing across the bank
- World-class Learning & Development platform and career development
- Generous annual leave entitlement and Private Healthcare
- Preferential banking facilities for employees
Other facts
About Emirates Islamic Bank
Emirates Islamic offers a comprehensive range of Shariah-compliant products and services across the Personal, Business and Corporate banking spectrum with a network of 40 branches and 229 ATMs/CDMs across the UAE. In the fast-growing area of online and mobile banking, the bank is an innovator, being the first Islamic bank in the UAE to launch a mobile banking app and offer Apple Pay, as well as being the first Islamic bank in the world to launch Chat Banking services for customers via WhatsApp.
Emirates Islamic has consistently received local and international awards, in recognition of its strong record of performance and innovation in banking. Emirates Islamic was recently recognized as ‘Best Islamic Corporate Bank in the World’ at the Global Finance - Best Islamic Financial Institutions Awards 2025, won the ‘Islamic Retail Bank of the Year – Middle East’ award at The Banker’s Islamic Awards 2025 and won ‘The World’s Best Islamic Digital Bank’ award at the Euromoney Islamic Finance Awards.
As part of its commitment to the UAE community, the Emirates Islamic Charity Fund provides financial aid to those in need, with a focus on food, shelter, health, education and social welfare contributions.
Visit our customer care page for support and queries @Emirates Islamic Support.
What you'll do
- The Assistant Manager will complete portfolio reviews and investment proposals for PB and PRB segments, ensuring timely client discussions and monitoring progress. They will also assist with IPO applications and perform thorough analysis to identify business opportunities and risks.
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