Senior Investment Advisor - Wealth & Priority Coverage Advisory
ADIB
On-siteFull TimeIntern, Mid LevelFinance & Banking
No salary statedPosted 5 hours ago5h agoApply link checked 1 hour 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 5 hours ago · apply link checked 1 hour ago
About the role
Responsibilities
- Oversee and review client investment portfolios to ensure alignment with risk profiles and objectives
- Provide guidance on wealth products, asset allocation, and investment strategies to front line teams
- Recommend portfolio rebalancing strategies based on market conditions and client goals
- Support Relationship Managers in managing and signing up NTW clients to grow UHNW and HNW portfolios
- Act as a Subject Matter Expert on model portfolios, construction, and suitability
- Provide regular market updates, outlooks, and corporate action summaries to clients and internal teams
- Deliver ongoing product training and investment strategy guidance to Relationship Managers
Requirements
- 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
- In-depth knowledge of investment products, financial markets, and wealth management strategies
- Ability to analyze and interpret complex financial data and market trends
- Familiarity with wealth management regulatory requirements and compliance standards
- 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
- 4 to 7 years experience in wealth management or portfolio management
- In-depth knowledge of investment products and financial markets
- Strong analytical skills for complex financial data
- Knowledge of regulatory compliance in wealth management
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