Senior Wealth Investment Advisor — Portfolio Strategy

ADIB - Abu Dhabi Islamic Bank; Dubai; On-site; AED 180,000 - 300,000; Full time

Job summary

ADIB - Abu Dhabi Islamic Bank in Dubai seeks a Senior Investment Advisor to collaborate with Relationship Managers across Wealth and Priority coverage, ensuring the suitability of investment products and conducting regular portfolio reviews. You will provide rebalancing recommendations based on client risk appetite and time horizon.

Act as SME for model portfolios, stay current with market trends and regulatory changes, and support front-line teams to position ADIB as a thought leader in wealth

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.

Responsibilities

• Client Portfolio Management & Reviews: Oversee and review client investment portfolios, ensuring periodic reviews align with risk profiles and objectives.
• Sales & Client Relationship Management: Support Relationship Managers in growing UHNW/HNW client portfolios and managing the investment pipeline.
• Advisory Expertise: Act as Subject Matter Expert on model portfolios and ensure governance and compliance in advisory processes.
• Market Updates and Outlook: Provide timely market insights and product updates to support client solutions.

Skills

Investment products

Client communication

Portfolio reviews

Leadership

Education

Bachelor's degree in Finance/Business/Economics

Job description

ADIB - Abu Dhabi Islamic Bank in Dubai seeks a Senior Investment Advisor to collaborate with Relationship Managers across Wealth and Priority coverage, ensuring the suitability of investment products and conducting regular portfolio reviews. You will provide rebalancing recommendations based on client risk appetite and time horizon.

Act as SME for model portfolios, stay current with market trends and regulatory changes, and support front-line teams to position ADIB as a thought leader in wealth