Senior Investment Advisor, Private Coverage

Abu Dhabi Islamic Bank; United Arab Emirates; On-site; AED 300,000 - 400,000; Full time

Job summary

A leading Islamic financial institution in Abu Dhabi seeks an experienced Investment Advisor to manage fixed income portfolios and promote investment vehicles for high-net-worth individual clients. The ideal candidate will have over 10 years of experience in private banking, a bachelor's degree with an MBA or equivalent, and strong financial planning skills. This role offers the chance to work closely with clients to understand their investment needs and provide tailored solutions.

Qualifications

• Minimum 10 years experience in private banking & wealth management.
• Bachelor’s degree with MBA (preferably CFA) or equivalent in finance.
• Strong understanding of end-to-end advisory process.

Responsibilities

• Manage fixed income portfolios and promote investment vehicles for HNWI clients.
• Grow AUM base for Private Banking clients and assist relationship managers.
• Develop bespoke investment opportunities for clients.

Skills

10 years experience in private banking & wealth management

Sound understanding of advisory processes

Excellent understanding of financial planning

Education

Bachelor’s degree with MBA or equivalent in finance

Job description

A leading Islamic financial institution in Abu Dhabi seeks an experienced Investment Advisor to manage fixed income portfolios and promote investment vehicles for high-net-worth individual clients. The ideal candidate will have over 10 years of experience in private banking, a bachelor's degree with an MBA or equivalent, and strong financial planning skills. This role offers the chance to work closely with clients to understand their investment needs and provide tailored solutions.