Senior Investment Advisor - Wealth & Priority Coverage Advisory

Abu Dhabi Islamic Bank
Dubai
Workplace: OnsiteFull timeFunction: Consulting & AdvisoryExperience: 4-7 yearsEducation: bachelorsSkills: ["Communication","Presentation","Analytical thinking","Leadership","Mentoring"]

Collaborate with relationship managers across Wealth and Priority coverage to ensure suitable investment products and ongoing portfolio reviews. Provide rebalancing recommendations aligned with clients’ risk appetite and time horizon, serve as a subject matter expert on model portfolio construction and suitability, and deliver timely market updates. Drive sales quality and recurring fee income while advising on investment opportunities, managing investment pipeline support, and ensuring compliance with regulatory and governance standards.

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FursaFursa
Abu Dhabi Islamic Bank
Abu Dhabi Islamic Bank
4 days ago

Senior Investment Advisor - Wealth & Priority Coverage Advisory

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Last checked: 5 hours agoStatus: Live

Job Summary

Collaborate with relationship managers across Wealth and Priority coverage to ensure suitable investment products and ongoing portfolio reviews. Provide rebalancing recommendations aligned with clients’ risk appetite and time horizon, serve as a subject matter expert on model portfolio construction and suitability, and deliver timely market updates. Drive sales quality and recurring fee income while advising on investment opportunities, managing investment pipeline support, and ensuring compliance with regulatory and governance standards.
Location: Dubai
Workplace: Onsite
Employment Type: Full time
Job Function: Consulting & Advisory
Seniority: Mid level

Key Responsibilities

  • •Oversee and review client investment portfolios, ensuring periodic reviews are documented and aligned to clients’ risk profiles and objectives.
  • •Recommend portfolio rebalancing strategies based on evolving goals and market conditions, and advise relationship managers on investment opportunities and portfolio adjustments.
  • •Support NTW client onboarding and manage the investment pipeline, contributing to fundraising and placement of investment offerings.
  • •Act as a subject matter expert on model portfolios, advising on suitability, construction, and ongoing management.
  • •Provide regular market updates and outlooks, deliver product training to relationship managers, and maintain adherence to governance and consumer protection regulations.

Key Requirements

  • •Bachelor’s degree in Finance, Business, Economics, or a related field.
  • •Minimum 4 to 7 years’ experience in wealth management, financial advisory, or portfolio management.
  • •In-depth knowledge of investment products, financial markets, and wealth management strategies.
  • •Ability to analyze and interpret complex financial data and market trends.
  • •Familiarity with regulatory requirements in the wealth management space and commitment to compliance standards.
Experience:4-7 yearsWealth managementFinancial advisoryPortfolio management
Education:Bachelor's in Finance, Business, Economics
Skills:CommunicationPresentationAnalytical thinkingLeadershipMentoring

Company Brief

Abu Dhabi Islamic Bank
Abu Dhabi Islamic Bank (ADIB) is a public Islamic bank providing retail, corporate, wealth and investment banking services across the UAE and international markets, offering Sharia-compliant financial products and digital banking solutions.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Abu Dhabi, United Arab Emirates
Founded: 1997
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