Wealth & Priority Coverage Advisor: Portfolio Strategy

ADIB Group

Abu Dhabi

On-site

AED 120,000 - 240,000

Full time

6 days ago

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Job summary

ADIB Group seeks an Investment Advisor Wealth & Priority Coverage Advisory in Dubai to collaborate with Relationship Managers across Priority coverage teams. You will ensure suitability of investment products, conduct portfolio reviews, and provide rebalancing recommendations aligned with risk appetite and time horizon.

You will act as a Subject Matter Expert to support investment solutions, build portfolios, and position ADIB as a thought leader in the investment space, delivering timely market

Qualifications

Bachelor's degree in Finance, Business, Economics or related field.
3–5 years in wealth management or financial advisory.
Strong knowledge of investment products and asset classes.
Excellent communication and presentation skills.
Familiarity with regulatory requirements in wealth management.

Responsibilities

Oversee client investment portfolios and conduct regular reviews.
Provide guidance on asset allocation and investment strategies.
Advise RMs on opportunities and portfolio adjustments.
Support growth of UHNW/HNW client portfolios and onboarding.
Stay updated on market trends and regulatory changes.
Provide market insights and training to RMs.
Ensure governance standards and suitability processes.

Skills

Investment products knowledge

Regulatory compliance

Client relationship management

Market analysis

Communication skills

Education

Bachelor's degree in Finance/Economics/Business

Job description

You will act as a Subject Matter Expert to support investment solutions, build portfolios, and position ADIB as a thought leader in the investment space, delivering timely market

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