Investment Advisor – Wealth & Priority Coverage Advisory

ADIB Group; Abu Dhabi; On-site; AED 120,000 - 240,000; Full time

Job summary

ADIB Group seeks an Investment Advisor Wealth & Priority Coverage Advisory in Dubai to collaborate with Relationship Managers across Priority coverage teams. You will ensure suitability of investment products, conduct portfolio reviews, and provide rebalancing recommendations aligned with risk appetite and time horizon.

You will act as a Subject Matter Expert to support investment solutions, build portfolios, and position ADIB as a thought leader in the investment space, delivering timely market

Qualifications

• Bachelor's degree in Finance, Business, Economics or related field.
• 3–5 years in wealth management or financial advisory.
• Strong knowledge of investment products and asset classes.
• Excellent communication and presentation skills.
• Familiarity with regulatory requirements in wealth management.

Responsibilities

• Oversee client investment portfolios and conduct regular reviews.
• Provide guidance on asset allocation and investment strategies.
• Advise RMs on opportunities and portfolio adjustments.
• Support growth of UHNW/HNW client portfolios and onboarding.
• Stay updated on market trends and regulatory changes.
• Provide market insights and training to RMs.
• Ensure governance standards and suitability processes.

Skills

Investment products knowledge

Regulatory compliance

Client relationship management

Market analysis

Communication skills

Education

Bachelor's degree in Finance/Economics/Business

Job description

Role : Investment Advisor Wealth & Priority Coverage Advisory
Location : Dubai

Role Purpose:

This role involves collaborating with RMs across Priority coverage teams ensuring the suitability of investment products conducting regular portfolio reviews and providing rebalancing recommendations based on the clients risk appetite and time horizon. Drive sales quality and client satisfaction while maintaining adherence to regulatory requirements.

Act as the Subject Matter Expert to support investment solutions and build portfolios that align with the banks strategy provide timely market insights and position ADIB as a thought leader in the investment space.

Key Accountabilities of the role

Client Portfolio Management & Reviews:

• Oversee and review client investment portfolios ensuring that periodic reviews are conducted and documented to align with clients risk profiles and objectives.
• Provide guidance on wealth products asset allocation and investment strategies to support front line teams across Priority coverage ensuring alignment with clients long-term goals.
• Recommend portfolio rebalancing strategies where necessary to ensure client portfolios remain in line with their evolving goals and market conditions.
• Advise Relationship Managers on investment opportunities client needs and portfolio adjustments based on market conditions and client profiles.

Sales & Client Relationship Management:

• Support Relationship Managers in managing and signing up NTW clients to support growth of UHNW and HNW client portfolios.
• ResponsibleforsecuringandmanagingtheInvestmentpipelineandplayingan integralroleinclientfundraising/placementofinvestmentofferings.
• Contributetowards achieving theWealth Management financial & promoting the Fee /recurring income generation
• Provide guidance on asset allocation investment strategies and risk management ensuring that investment are aligned with client objectives risk tolerance and time horizon.
• Monitor client feedback and resolve any client-related issues promptly to maintain a high standard of service.

Advisory Expertise:

• Stay current with market trends investment products and regulatory changes to maintain expertise and ensure the team provides up-to-date advice to clients.
• Ensure adherence toall governance standards and policies applicable to Investment Advisory Team and suitability process.
• Adherencetoconsumerprotectionregulationswhileclientengagement.

Market Updates and Outlook:

Provide regular in-depth market updates and outlooks to clients and internal teams keeping all stakeholders informed of market trends economic conditions and investment opportunities.

Training & Development:

• Provide the Relationship Managers with ongoing product training market updates and investment strategy guidance to enhance their ability to support clients effectively.
• Regularly provide market insights corporate actions summaries and product updates to ensure the RMs are well-informed and can deliver appropriate solutions to clients.

Specialist Skills / Technical Knowledge Required for this role:

• In-depth knowledge of investment products financial markets and wealth management strategies.
• Excellent communication and presentation skills with the ability to engage effectively with clients and senior stakeholders.
• Ability to analyze and interpret complex financial data and market trends.
• Familiarity with regulatory requirements particularly in the wealth management space and a commitment to adhering to all relevant compliance standards.
• Experience with discretionary portfolio management services is a plus
• Bachelors degree in Finance Business Economics or a related field
• Minimum of 3 to 5 years experience in wealth management financial advisory or portfolio management role.

Required Experience:

Unclear Seniority