Senior Investment Advisor - Wealth & Priority Coverage Advisory

About the role

The Senior Investment Advisor will work closely with Relationship Managers across Wealth and Priority coverage teams in Dubai, ensuring investment suitability, conducting portfolio reviews and providing rebalancing recommendations aligned with client risk appetite and time horizon.

Key responsibilities

• Oversee client investment portfolios, conduct periodic reviews and document alignment with risk profiles and objectives.
• Advise Relationship Managers on investment opportunities, portfolio adjustments and client fundraising/placement of investment offerings.
• Provide regular market updates, outlooks and product training to internal teams and clients.
• Ensure compliance with regulatory and governance standards throughout the advisory process.

Required profile

• Bachelor's degree in Finance, Business, Economics or related field.
• 4 to 7 years of experience in wealth management, financial advisory or portfolio management.
• Strong communication and presentation abilities to engage senior stakeholders.

Required skills

• In‑depth knowledge of investment products and financial markets.
• Ability to analyse complex financial data and market trends.
• Familiarity with wealth‑management regulatory requirements.