Senior Investment Advisor – Private Banking & Wealth Strategy

ADIB - Abu Dhabi Islamic Bank

Dubai

On-site

AED 300,000 - 540,000

Full time

3 days ago

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Job summary

ADIB - Abu Dhabi Islamic Bank in Dubai seeks a Senior Investment Advisor in Private Banking Coverage Advisory to ensure suitable investment products, conduct portfolio reviews, and provide rebalancing recommendations based on client risk and time horizon.

The role acts as SME to support investment solutions, deliver timely market insights, and position ADIB as a thought leader in the investment space. Collaboration with RMs and governance adherence are essential.

Qualifications

Bachelor's degree in Finance, Business, Economics or a related field.
4–7 years of wealth management, financial advisory, or portfolio management experience.
Experience with discretionary portfolio management is a plus.
Strong communication and presentation skills.
Familiarity with wealth management regulatory requirements.

Responsibilities

Oversee and review client investment portfolios and conduct regular reviews aligned with risk profiles.
Support front-line teams with asset allocation, investment strategies and portfolio adjustments.
Act as SME on model portfolios and ongoing management guidance.
Provide regular market updates and investment outlooks to clients and internal teams.
Provide market insights and product updates to Relationship Managers to enhance client solutions.