Investment Advisor - Priority Banking

About the role

The Investment Advisor position sits within the Emirates Islamic Wealth Management unit, which develops and manages tailored wealth solutions for High-Net-Worth Individuals. The unit offers Shariah-compliant investment products across Sukuk, funds, equities and structured products, working closely with sales channels and internal stakeholders. The role drives investment and Takaful revenue growth for Priority Banking customers.

Key responsibilities

• Drive investment and Takaful revenue growth by identifying opportunities, increasing product penetration and developing tailored solutions for Priority Banking customers.
• Manage client relationships, conduct customer profiling and develop investment and Takaful proposals aligned with individual financial needs and portfolio objectives.
• Train and coach Relationship Managers on investment and Takaful products, sales practices and portfolio management.
• Ensure compliance with policies and procedures, promote responsible sales and minimise mis-selling risks through regular monitoring and guidance.
• Oversee team performance, drive revenue targets, maintain quality standards and support the professional development of team members.
• Collaborate with Product Teams and stakeholders to improve investment products, platforms and profiling tools, and support product launches and sales process improvements.

Required profile

• Bachelor's degree in finance or a related field; a master's degree or MBA is an advantage.
• Minimum 5 years of relevant experience in banking or wealth management, including at least 3 years in wealth management and investment product management.
• Relevant professional qualifications such as CFA and CISI certifications are preferred.

Required skills

• Strong knowledge of investment products, financial markets, portfolio management and investment advisory processes.
• Excellent financial analysis, business judgement, problem-solving and decision-making skills.
• Proven ability to drive sales performance, manage targets and influence teams.
• Leadership, coaching, communication, presentation and stakeholder management skills.
• Ability to multitask, work under pressure and adapt to changing business requirements.