Dubai: Senior Wealth Advisor, Portfolio Strategy & Growth

Abu Dhabi Islamic Bank; United Arab Emirates; On-site; AED 200,000 - 300,000; Full time

Job summary

A financial institution in the UAE is looking for a Senior Investment Advisor to oversee client portfolios and support Relationship Managers in managing high-net-worth clients. The ideal candidate will have extensive knowledge of investment products and at least 4–7 years of experience in wealth management. Strong communication and analytical skills are essential for the role, along with the ability to provide market insights and maintain high client satisfaction.

Qualifications

• Minimum of 4–7 years experience in wealth management, financial advisory or portfolio management.

Responsibilities

• Oversee and review client investment portfolios.
• Support Relationship Managers in managing NTW clients.
• Act as the Subject Matter Expert on model portfolios.
• Provide regular, in-depth market updates to clients.

Skills

In-depth knowledge of investment products

Excellent communication and presentation skills

Ability to analyse and interpret complex financial data

Strong leadership and mentoring abilities

Familiarity with regulatory requirements

Education

Bachelor’s degree in Finance, Business, Economics or related field

Job description

A financial institution in the UAE is looking for a Senior Investment Advisor to oversee client portfolios and support Relationship Managers in managing high-net-worth clients. The ideal candidate will have extensive knowledge of investment products and at least 4–7 years of experience in wealth management. Strong communication and analytical skills are essential for the role, along with the ability to provide market insights and maintain high client satisfaction.