Senior Investment Advisor - Private Banking

Responsibilities

• Oversee and review client investment portfolios for alignment with risk profiles and objectives
• Recommend portfolio rebalancing strategies as client goals and market conditions change
• Advise Relationship Managers on investment opportunities and portfolio adjustments
• Support Relationship Managers in signing up NTW clients and growing UHNW and HNW portfolios
• Manage the investment pipeline and support client fundraising and placement of investment offerings
• Act as subject matter expert on model portfolios, including construction, suitability and management
• Provide regular market updates and outlooks to clients and internal teams
• Deliver ongoing product training and investment strategy guidance to Relationship Managers

Requirements

• In-depth knowledge of investment products, financial markets and wealth management strategies
• Excellent communication and presentation skills with senior stakeholders
• Ability to analyze complex financial data and market trends
• Familiarity with wealth management regulatory requirements and compliance standards
• Bachelor's degree in Finance, Business, Economics or a related field
• 4 to 7 years of experience in wealth management, financial advisory or portfolio management

Preferred Qualifications

• Experience with discretionary portfolio management services

About the Company

Abu Dhabi Islamic Bank is a Sharia-compliant bank offering personal, business and private banking services.