Wealth & Priority Coverage Advisor — Portfolio Strategy

ADIB; United Arab Emirates; On-site; AED 120,000 - 200,000; Full time

Job summary

A leading financial institution in Sharjah seeks an Investment Advisor for Wealth & Priority Coverage Advisory. The role involves collaborating with Relationship Managers, ensuring appropriate investment products, conducting portfolio reviews, and enhancing client satisfaction. The ideal candidate should have in-depth knowledge of investment products, strong communication skills, and at least 3-5 years of experience in wealth management. This position offers opportunities for professional development and contributions to client investment success.

Qualifications

• Minimum of 3 to 5 years’ experience in wealth management, financial advisory, or portfolio management.
• Ability to engage effectively with clients and senior stakeholders.
• Stay current with market trends and regulatory changes.

Responsibilities

• Oversee and review client investment portfolios.
• Provide guidance on wealth products and investment strategies.
• Support Relationship Managers in managing NTW clients.
• Stay current with market trends and investment products.
• Provide ongoing product training and insights to Relationship Managers.

Skills

In-depth knowledge of investment products

Excellent communication skills

Ability to analyze financial data

Familiarity with regulatory requirements

Experience in discretionary portfolio management

Education

Bachelor's degree in Finance, Business, Economics, or related field

Job description

A leading financial institution in Sharjah seeks an Investment Advisor for Wealth & Priority Coverage Advisory. The role involves collaborating with Relationship Managers, ensuring appropriate investment products, conducting portfolio reviews, and enhancing client satisfaction. The ideal candidate should have in-depth knowledge of investment products, strong communication skills, and at least 3-5 years of experience in wealth management. This position offers opportunities for professional development and contributions to client investment success.