Senior Investment Advisor, Wealth Management

Standard Chartered; Abu Dhabi; On-site; AED 300,000 - 520,000; Full time

Benefits offered by this job

Competitive salary and benefits

Generous leave policy

Flexible working options

Wellbeing and learning programs

Global bank network

Job summary

Standard Chartered in Abu Dhabi seeks an Investment Advisor to support Relationship Managers and clients in achieving investment objectives. You will articulate bank house views, discuss market opportunities, and coordinate with WM Product teams to ensure client needs are met.

The role requires tracking market trends, conducting portfolio reviews, and providing proactive support to frontline teams while upholding regulatory standards and risk controls.

Qualifications

• Assist Affluent Segment RMs in UAE to meet client objectives and grow AUM.
• Present bank house views on markets and products to clients.
• Collaborate with WM Product team to align client requirements with offerings.

Responsibilities

• Provide investment solutions aligned with client objectives and risk profile.
• Liaise with product managers to ensure flow of market knowledge.
• Conduct portfolio reviews and provide independent opinions on portfolios.
• Ensure frontline teams receive adequate sales support and market ideas.

Skills

Investment advisory

Client relationship

Portfolio reviews

Market knowledge

Risk management

Education

Undergraduate degree

CFA/CFP/CAIA/FRM/CMT preferred

Tools

Bloomberg Terminal

CRM systems

MS Excel

Job description

Standard Chartered in Abu Dhabi seeks an Investment Advisor to support Relationship Managers and clients in achieving investment objectives. You will articulate bank house views, discuss market opportunities, and coordinate with WM Product teams to ensure client needs are met.

The role requires tracking market trends, conducting portfolio reviews, and providing proactive support to frontline teams while upholding regulatory standards and risk controls.