Senior Investment Advisor – Wealth & Priority Coverage
ADIB Group · Dubai
Job description
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 compliant with regulations.
Key responsibilities
- Oversee client portfolio reviews, provide rebalancing recommendations and ensure alignment with risk profiles and objectives.
- Support Relationship Managers in acquiring and managing UHNW/HNW clients, securing the investment pipeline and driving fee‑based income.
- Act as subject‑matter expert on model portfolios, delivering market updates, outlooks and product training to internal teams.
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.
Required skills
- In‑depth knowledge of investment products and financial markets.
- Strong analytical ability to interpret complex financial data and market trends.
- Familiarity with wealth‑management regulatory requirements.
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Published 1 week ago
Expires 1 month from now
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ADIB Group
Dubai
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