Investment Advisor – Wealth & Priority Coverage Advisory
ADIB
On-siteFull TimeMid LevelFinance & Banking
No salary statedPosted 8 hours ago8h agoApply link checked 28 minutes ago
Why we think you can apply
- Employer country
- United Arab Emirates
- Hiring model
- UAE-based role · the employer hires in the UAE
- Work from
- The employer's office · on-site
- Time-zone overlap
- Gulf Standard Time · none needed
Posted 8 hours ago · apply link checked 28 minutes ago
About the role
Responsibilities
- Oversee and review client investment portfolios to align with risk profiles and objectives
- Provide guidance on wealth products, asset allocation, and investment strategies to Priority coverage teams
- Recommend portfolio rebalancing strategies based on market conditions and evolving client goals
- Support Relationship Managers in managing and signing up HNW and UHNW clients
- Secure and manage the investment pipeline and facilitate client fundraising and placement of offerings
- Provide regular in-depth market updates and outlooks to clients and internal stakeholders
- Deliver ongoing product training and investment strategy guidance to Relationship Managers
- Ensure strict adherence to governance standards, suitability processes, and consumer protection regulations
Requirements
- Bachelor's degree in Finance, Business, Economics, or a related field
- 3 to 5 years of experience in wealth management, financial advisory, or portfolio management
- In-depth knowledge of investment products and financial markets
- Ability to analyze and interpret complex financial data and market trends
- Excellent communication and presentation skills for engaging with senior stakeholders
Preferred Qualifications
- Experience with discretionary portfolio management services
What we look for
- Bachelor's degree in Finance, Business, or Economics
- Knowledge of investment products and financial markets
- Ability to analyze complex financial data
- Familiarity with wealth management regulatory requirements
- Strong communication and presentation skills
Asset ManagementPortfolio ManagementFinance
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