Investment Advisor – Wealth & Priority Coverage Advisory

About the role

The Investment Advisor will work closely with Relationship Managers across Priority coverage teams to ensure investment products are suitable for clients, conduct regular portfolio reviews, and provide rebalancing recommendations aligned with risk appetite and time horizon. The role also drives sales quality, client satisfaction, and compliance with regulatory requirements while positioning ADIB as a thought leader in investment solutions.

Key responsibilities

• Oversee and review client investment portfolios, ensuring periodic reviews are documented and aligned with risk profiles and objectives.
• Advise Relationship Managers on investment opportunities, portfolio adjustments, and market conditions to support UHNW and HNW client growth.
• Secure and manage the investment pipeline, contributing to wealth management revenue and recurring fee generation.
• Provide regular market updates, outlooks, and product training to internal teams and clients.
• Ensure adherence to governance standards, suitability processes, and consumer protection regulations.

Required profile

• Bachelor's degree in Finance, Business, Economics, or a related field.
• 3 to 5 years of experience in wealth management, financial advisory, or portfolio management.
• Strong knowledge of investment products, financial markets, and wealth management strategies.
• Familiarity with regulatory requirements in the wealth management space.
• Excellent communication and presentation abilities to engage clients and senior stakeholders.