Wealth Investment Advisor — Priority Coverage & Portfolios

Abu Dhabi Islamic Bank PJSC; Sharjah; On-site; AED 250,000 - 450,000; Full time

Job summary

Abu Dhabi Islamic Bank invites an experienced Investment Advisor to join our Wealth & Priority Coverage Advisory team in Sharjah. You will collaborate with RMs across Priority coverage, oversee client portfolios, provide asset allocation guidance, and ensure suitability of investment products while maintaining regulatory compliance.

The role requires strong market insights, excellent communication, and the ability to deliver timely rebalancing recommendations aligned with client risk appetite

Qualifications

• Bachelor's degree in Finance, Business, Economics, or a related field.
• 3–5 years’ experience in wealth management or portfolio management.
• Experience with discretionary portfolio management is a plus.
• Strong communication and presentation skills.

Responsibilities

• Oversee and review client investment portfolios with regular reviews.
• Advise on asset allocation and investment strategies for Priority coverage.
• Recommend rebalancing strategies aligned with goals and market conditions.
• Support RMs in onboarding NTW UHNW/HNW clients.
• Provide market updates and stay current with trends.
• Ensure governance standards and regulatory compliance.

Skills

Investment products

Regulatory compliance

Portfolio analysis

Client communication

Portfolio management

Education

Bachelor's in Finance/Economics

Job description

Abu Dhabi Islamic Bank invites an experienced Investment Advisor to join our Wealth & Priority Coverage Advisory team in Sharjah. You will collaborate with RMs across Priority coverage, oversee client portfolios, provide asset allocation guidance, and ensure suitability of investment products while maintaining regulatory compliance.

The role requires strong market insights, excellent communication, and the ability to deliver timely rebalancing recommendations aligned with client risk appetite