Senior Investment Advisor - Wealth & Priority Coverage Advisory

ADIB; Dubai; On-site; AED 350,000 - 650,000; Full time

Job summary

ADIB in Dubai seeks an experienced wealth management professional to review client portfolios, advise on opportunities and rebalance strategies in line with client goals and market conditions.

You will support Relationship Managers in onboarding NTW clients and help grow UHNW and HNW portfolios, while providing market updates and product training to clients and internal teams. A finance-related degree and 4–7 years of experience are required.

Qualifications

• In-depth knowledge of investment products, financial markets and wealth management.
• Excellent communication and presentation skills.
• Ability to analyze complex financial data and market trends.
• Strong leadership and mentoring abilities.
• Familiarity with wealth management regulatory requirements.

Responsibilities

• Review client investment portfolios and document periodic reviews against risk profiles
• Advise Relationship Managers on investment opportunities and portfolio adjustments
• Recommend portfolio rebalancing strategies aligned with client goals and market conditions
• Support RMs in signing up NTW clients and growing UHNW and HNW portfolios
• Manage the investment pipeline and support client fundraising and placement
• Provide market updates, outlooks and product training to clients and internal teams

Skills

Investment knowledge

Communication skills

Data analysis

Leadership

Regulatory compliance

Wealth management

Education

Bachelor’s degree in Finance/Business

Job description

Responsibilities

• Review client investment portfolios and document periodic reviews against risk profiles
• Advise Relationship Managers on investment opportunities and portfolio adjustments
• Recommend portfolio rebalancing strategies aligned with client goals and market conditions
• Support RMs in signing up NTW clients and growing UHNW and HNW portfolios
• Manage the investment pipeline and support client fundraising and placement
• Provide market updates, outlooks and product training to clients and internal teams

Requirements

• In-depth knowledge of investment products, financial markets and wealth management
• Excellent communication and presentation skills
• Ability to analyze complex financial data and market trends
• Strong leadership and mentoring abilities
• Familiarity with wealth management regulatory requirements
• Minimum 4 to 7 years in wealth management, financial advisory or portfolio management
• Bachelor's degree in Finance, Business, Economics or a related field

Preferred Qualifications

• Experience with discretionary portfolio management services

About the Company

• ADIB is a bank position itself as a thought leader in the investment space.