Senior Wealth Investment Advisor

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

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.