Dubai: Senior Wealth & Priority Coverage Advisor

ADIB - Abu Dhabi Islamic Bank

Sharjah

On-site

AED 350,000 - 600,000

Full time

3 days ago
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Job summary

ADIB - Abu Dhabi Islamic Bank in Dubai seeks a Senior Investment Advisor for Wealth & Priority Coverage Advisory. You will collaborate with RMs across Wealth and Priority teams, ensure suitability of investment products, conduct regular portfolio reviews, and provide rebalancing recommendations based on client risk and horizons.

Lead market insights and support fund-raising and client education. The role emphasizes governance, regulatory adherence, and delivering high-quality investment advisory

Qualifications

  • In-depth knowledge of investment products, financial markets, and wealth management strategies.
  • Excellent communication and presentation skills with stakeholders.
  • Ability to analyze and interpret complex financial data and market trends.
  • Strong leadership and mentoring abilities for a high-performing team.
  • Familiarity with regulatory requirements governing investment advisory.

Responsibilities

  • Oversee client portfolios and conduct periodic reviews to align with risk profiles and objectives.
  • Support front-line teams with asset allocation and investment strategies across Wealth/Priority.
  • Advise on portfolio rebalancing and opportunities based on market conditions.
  • Lead market updates and insights for clients and internal teams.
  • Provide ongoing product training and market updates to Relationship Managers.

Skills

Investment products knowledge
Communication skills
Financial data analysis
Leadership
Regulatory awareness

Education

Bachelor's degree in Finance/Business/Economics

Job description

ADIB - Abu Dhabi Islamic Bank in Dubai seeks a Senior Investment Advisor for Wealth & Priority Coverage Advisory. You will collaborate with RMs across Wealth and Priority teams, ensure suitability of investment products, conduct regular portfolio reviews, and provide rebalancing recommendations based on client risk and horizons.

Lead market insights and support fund-raising and client education. The role emphasizes governance, regulatory adherence, and delivering high-quality investment advisory

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