Senior Investment Advisor - Wealth & Priority Coverage Advisory
ADIB · Dubai
On-site · DubaiFull TimeSeniorFinance & Banking
Posted 2 hours ago2h agoApply link checked 1 hour ago
Why we think you can apply
- Employer country
- United Arab Emirates · Dubai
- Hiring model
- UAE-based role · the employer hires in the UAE
- Work from
- Dubai · on-site
- Time-zone overlap
- Gulf Standard Time · none needed
Posted 2 hours ago · apply link checked 1 hour ago
About the role
Responsibilities
- Review client investment portfolios and document periodic reviews against risk profiles
- Advise Relationship Managers on investment opportunities and portfolio adjustments
- Recommend portfolio rebalancing strategies aligned with client goals and market conditions
- Support RMs in signing up NTW clients and growing UHNW and HNW portfolios
- Manage the investment pipeline and support client fundraising and placement
- Provide market updates, outlooks and product training to clients and internal teams
Requirements
- In-depth knowledge of investment products, financial markets and wealth management
- Excellent communication and presentation skills
- Ability to analyze complex financial data and market trends
- Strong leadership and mentoring abilities
- Familiarity with wealth management regulatory requirements
- Minimum 4 to 7 years in wealth management, financial advisory or portfolio management
- Bachelor's degree in Finance, Business, Economics or a related field
Preferred Qualifications
- Experience with discretionary portfolio management services
About the Company
- ADIB is a bank position itself as a thought leader in the investment space.
What we look for
- In-depth knowledge of investment products, financial markets and wealth management
- Excellent communication and presentation skills
- Ability to analyze complex financial data and market trends
- Strong leadership and mentoring abilities
- Familiarity with wealth management regulatory requirements
- Minimum 4 to 7 years in wealth management, financial advisory or portfolio management
- Bachelor's degree in Finance, Business, Economics or a related field
- Experience with discretionary portfolio management services
ComplianceFinancial Analysiswealth managementPortfolio ManagementInvestment Advisory
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ADIBDubai
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