Senior Investment Advisor - Wealth & Priority Coverage Advisory

Abu Dhabi Islamic Bank PJSC; Abu Dhabi; On-site; AED 300,000 - 520,000; Full time

Job summary

Abu Dhabi Islamic Bank PJSC is seeking a Senior Investment Advisor to join the Wealth and Priority Coverage Advisory team in Abu Dhabi. You will collaborate with RMs, ensure suitability of investment products, conduct portfolio reviews, and provide rebalancing recommendations based on risk appetite and time horizon.

As a SME, you will support investment solutions, stay updated on market trends, and help drive client satisfaction while complying with regulatory standards.

Qualifications

• 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.
• Strong leadership and mentoring abilities, with a track record of managing a high-performing team.
• Familiarity with regulatory requirements, particularly in the wealth management space, and a commitment to adhering to all relevant compliance standards.

Responsibilities

• Oversee and review client investment portfolios, ensuring periodic reviews are conducted and documented.
• Provide guidance on wealth products, asset allocation, and investment strategies to support front line teams.
• Recommend portfolio rebalancing strategies to keep portfolios aligned with goals and market conditions.
• Advise Relationship Managers on investment opportunities, client needs, and portfolio adjustments.
• Support Relationship Managers in managing and onboarding NTW clients to grow UHNW and HNW portfolios.
• Provide market updates and advisory expertise on model portfolios and regulatory changes.

Skills

Investment knowledge

Regulatory understanding

Leadership

Communication skills

Education

Bachelor's degree in Finance/Business/Economics

Job description

Senior Investment Advisor - Wealth & Priority Coverage Advisory

United Arab Emirates

Trending

Job Description

Role : Senior Investment Advisor - Wealth & Priority Coverage Advisory
Location : Abu Dhabi
Role Purpose:
This role involves collaborating with RMs across Wealth and 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

• 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 Wealth/Priority coverage teams, 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.
• Support Relationship Managers in managing and signing up NTW clients to support growth of UHNW and HNW client portfolios.
• 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:
  • Act as the Subject Matter Expert on model portfolios, advising on their construction, suitability, and ongoing management.
  • 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.

5.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.
• Strong leadership and mentoring abilities, with a track record of managing a high-performing team.
• 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,
  
• 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 4 to 7 years’ experience in wealth management, financial advisory, or portfolio management, role.

Job Info

• Job Identification 3771
• Locations Abu Dhabi, Al Rowdah, Shk Rashid Bin Saeed St. 313 ADIB New Headquarters Branch, Sh. Zayed Main Branch Abu Dhabi United Arab Emirates, Abu Dhabi, AE