Investment Advisor & Wealth Priority Coverage Advisory

ADIB; United Arab Emirates; On-site; AED 120,000 - 200,000; Full time

Job summary

A leading financial institution in Sharjah seeks an Investment Advisor for Wealth & Priority Coverage Advisory. The role involves collaborating with Relationship Managers, ensuring appropriate investment products, conducting portfolio reviews, and enhancing client satisfaction. The ideal candidate should have in-depth knowledge of investment products, strong communication skills, and at least 3-5 years of experience in wealth management. This position offers opportunities for professional development and contributions to client investment success.

Qualifications

• Minimum of 3 to 5 years’ experience in wealth management, financial advisory, or portfolio management.
• Ability to engage effectively with clients and senior stakeholders.
• Stay current with market trends and regulatory changes.

Responsibilities

• Oversee and review client investment portfolios.
• Provide guidance on wealth products and investment strategies.
• Support Relationship Managers in managing NTW clients.
• Stay current with market trends and investment products.
• Provide ongoing product training and insights to Relationship Managers.

Skills

In-depth knowledge of investment products

Excellent communication skills

Ability to analyze financial data

Familiarity with regulatory requirements

Experience in discretionary portfolio management

Education

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

Job description

Role :

Investment Advisor – Wealth & Priority Coverage Advisory

Location :

Sharjah

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 client’s 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 bank's 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 outlooksto 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,
• Bachelor's 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.