Investment Advisor – Wealth & Priority Coverage Advisory

Investment Advisor – Wealth & Priority Coverage Advisory

Role
:
Investment Advisor – Wealth & Priority Coverage Advisory

Location
:
Dubai

Role Purpose
:
This role involves collaborating with Relationship Managers (RMs) across Priority coverage teams, ensuring the suitability of investment products, conducting regular portfolio reviews, and providing rebalancing recommendations based on the client’s risk appetite and time horizon. The position drives sales quality and client satisfaction while maintaining strict adherence to regulatory requirements. As the Subject Matter Expert, the advisor supports investment solutions, builds portfolios aligned with the bank’s strategy, provides timely market insights, and positions ADIB as a thought leader in the investment space.

• Oversee and review client investment portfolios, ensuring periodic reviews are conducted and documented to align with clients' risk profiles and objectives.
• Provide guidance on wealth products, asset allocation, and investment strategies to support front‑line teams across Priority coverage, ensuring alignment with clients' long‑term goals.
• Recommend portfolio rebalancing strategies where necessary to keep client portfolios in line with evolving goals and market conditions.
• Advise RMs on investment opportunities, client needs, and portfolio adjustments based on market conditions and client profiles.
• Support RMs in managing and signing up net new wealth (NTW) clients to grow UHNW and HNW client portfolios.
• Secure and manage the investment pipeline, playing an integral role in client fundraising and placement of investment offerings.
• Contribute to achieving Wealth Management financial targets and promote fee‑/recurring income generation.
• Monitor client feedback and resolve issues promptly to maintain a high standard of service.
• Stay current with market trends, investment products, and regulatory changes to provide up‑to‑date advice.
• Ensure adherence to all governance standards, policies, and consumer protection regulations applicable to the Investment Advisory Team.
• Provide RMs with ongoing product training, market updates, and investment strategy guidance, enhancing their ability to support clients effectively.

• In‑depth knowledge of investment products, financial markets, and wealth management strategies.
• Excellent communication and presentation skills, able to engage effectively with clients and senior stakeholders.
• Ability to analyze and interpret complex financial data and market trends.
• Familiarity with regulatory requirements in the wealth management space and a commitment to compliance.
• Experience with discretionary portfolio management services is a plus.
• Bachelor’s degree in Finance, Business, Economics, or a related field.
• Minimum of 3 to 5 years’ experience in wealth management, financial advisory, or portfolio management.

Seniority Level
:
Not Applicable

Employment Type
:
Full‑time

Job Function
:
Finance and Sales

Industry
:
Banking