About this role
Organisation Unit Purpose:
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 wealth. The services offered include a full-service investment management capability, offshore trust formation and real estate investment service.
Job Purpose:
The incumbent will be responsible for:
Work closely with a group of Branch Managers and PBAs to Manage and promote investment Products (mainly Small Sukuk) to Retail Banking Clients
Manage alongside the PBAs and Branch Managers client profiling, Portfolio Management and Portfolio Maintenance.
Training of PBAs and BMs on selling and portfolio management for investments.
Liaise with internal stake holders, product providers and various other parties to ensure smooth processing of sales and prompt reply to client enquiries.
Provide support during initiatives aimed to cross-sell initiatives to increase investment.
Work closely with product team and various other stake holders to ensure smooth delivery of investment products.
Job Dimensions:
Investment Fee revenue: 12 M for 2023
Investment book volume: AED 50 M in 2024
Employees managed directly: 0
Employees managed in – directly: 5-7 PBAs and BMs in the beginning which will be managed in directly for investments and Takaful target and later on by the team reporting to the subject role.
Products managed: Small Sukuk and Mutual Funds
Knowledge & Experience
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
Experience across a wide range of Banking areas, e.g., Retail, wealth management, SME
Strong business judgment and problem solving and analytical abilities, particularly in financial analysis.
Detailed knowledge and understanding of various investment products and current market perspectives.
Detailed knowledge and understanding of investment sales and advisory process.
Understanding of portfolio management approaches in Investment management
Ability to multi-task and work under pressure; flexibility with last-minutes challenges/changes
Excellent skills to influence in direct reports to achieve desired outcomes.
Must be bi-lingual; Highly proficient in written and spoken English and Arabic.
What we offer
- Competitive salary package
- Market-leading incentives
- 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 Wealth Specialist will manage and promote investment products to retail banking clients, working closely with branch managers and PBAs. They will also provide training and support for investment sales and portfolio management.
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