Investment Advisor – Wealth & Priority Coverage Advisory

Abu Dhabi Islamic Bank
Dubai, Abu Dhabi
Full timeFunction: Consulting & AdvisoryExperience: 3-5 yearsEducation: bachelorsSkills: ["Communication","Presentation","Analysis","Compliance","Stakeholder management"]

Collaborate with Relationship Managers across Priority coverage to ensure investment products are suitable for clients. Oversee and document portfolio reviews, recommend rebalancing strategies, and advise on asset allocation and risk management aligned to clients’ goals and time horizons. Support NTW client onboarding and manage an investment pipeline to drive fee and recurring income generation, while providing timely market updates, product training, and ensuring full compliance with suitability and consumer protection regulations.

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FursaFursa
Abu Dhabi Islamic Bank
Abu Dhabi Islamic Bank
5 days ago

Investment Advisor – Wealth & Priority Coverage Advisory

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Last checked: 5 hours agoStatus: Live

Job Summary

Collaborate with Relationship Managers across Priority coverage to ensure investment products are suitable for clients. Oversee and document portfolio reviews, recommend rebalancing strategies, and advise on asset allocation and risk management aligned to clients’ goals and time horizons. Support NTW client onboarding and manage an investment pipeline to drive fee and recurring income generation, while providing timely market updates, product training, and ensuring full compliance with suitability and consumer protection regulations.
Location: Dubai, Abu Dhabi
Employment Type: Full time
Job Function: Consulting & Advisory
Seniority: Mid level

Key Responsibilities

  • •Oversee and review client investment portfolios, ensuring periodic reviews are conducted and documented to match client risk profiles and objectives.
  • •Recommend portfolio rebalancing strategies based on evolving goals and market conditions, advising RMs on investment opportunities and portfolio adjustments.
  • •Support NTW client onboarding and manage the investment pipeline, contributing to fundraising/placement of investment offerings.
  • •Provide ongoing advice on asset allocation, investment strategies, and risk management aligned to client objectives, risk tolerance, and time horizon.
  • •Deliver regular market updates and outlooks, and provide product training and guidance to Relationship Managers while ensuring adherence to governance and consumer protection regulations.

Key Requirements

  • •3 to 5 years’ experience in wealth management, financial advisory, or portfolio management.
  • •In-depth knowledge of investment products, financial markets, and wealth management strategies.
  • •Familiarity with regulatory requirements and a commitment to compliance standards in wealth management.
  • •Strong communication and presentation skills for clients and senior stakeholders.
  • •Bachelor’s degree in Finance, Business, Economics, or a related field.
Experience:3-5 yearsWealth managementFinancial advisoryPortfolio management
Education:Bachelor's in Finance, Business, Economics, or a related field
Skills:CommunicationPresentationAnalysisComplianceStakeholder management

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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Glassdoor: 3.5
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