Senior Investment Advisor – Wealth & Priority Coverage

About the role

The Senior Investment Advisor will work closely with Relationship Managers across Wealth and Priority coverage teams in Dubai, ensuring investment solutions are suitable, aligned with client risk appetites and time horizons, and compliant with regulatory standards.

Key responsibilities

• Oversee client investment portfolios, conduct periodic reviews, and document findings to match risk profiles and objectives.
• Provide guidance on wealth products, asset allocation, and investment strategies to front‑line teams.
• Recommend portfolio rebalancing and advise RMs on market‑driven opportunities.
• Support RMs in acquiring and managing UHNW/HNW clients, securing the investment pipeline and contributing to fee‑based income.
• Deliver regular market updates, outlooks and product training to internal teams and clients.

Required profile

• Bachelor’s degree in Finance, Business, Economics or related field.
• 4–7 years of experience in wealth management, financial advisory or portfolio management.
• Strong analytical ability to interpret complex financial data and market trends.
• Excellent communication and presentation skills for senior stakeholder engagement.
• Familiarity with wealth‑management regulatory requirements and compliance standards.

Required skills

• In‑depth knowledge of investment products and financial markets.
• Expertise in wealth management strategies and asset allocation.
• Ability to assess suitability and construct model portfolios.