Analyst – Investment Products And Advisory – Wealth Management

Role : Analyst – Investment Products and Advisory – Wealth Management
Location : Dubai / Abu Dhabi
Role Purpose:
Support the Wealth Management Products and Advisory Team across two pillars: (1) development, launch, and commercialization of investment products; and (2) supporting the Advisory function through investment analysis, portfolio reviews, market research, and advisory team effectiveness. The role acts as an in-house resource across both pillars, including data and trends analysis, committee materials, and coordination of deliverables.


Key Accountabilities of the role
Advisory Support

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  Assist Investment Advisors in investment analysis, portfolio reviews, market research, and client-facing materials.
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  Support the Advisory Unit Head in commercialization efforts, Advisor activity and performance tracking, and KPI reporting.
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  Assist the Head of Product Solutions and Advisory in strategic initiatives, committee submissions, data and trends analysis, and management presentations.

Products Support

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  Support development and launch of investment products through frontline and advisory coordination.
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  Assist with the product lifecycle, including launch preparation, performance monitoring, and commercialization.
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  Coordinate with Middle and Back Office on operations and issue resolution.

Cross-Functional

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  Maintain product and advisory documentation, approvals, and records.
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  Support governance reporting, regulatory compliance, Sharia requirements, and required approvals (Central Bank & SCA).

KPIs

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  Quality and timeliness of advisory support — investment analysis, portfolio reviews, and market research.
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  Accuracy of Advisor activity tracking, performance analysis, and KPI reporting.
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  Timely support of product launches and commercialization initiatives.
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  Quality of committee submissions, strategic analysis, and management presentations.
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  Effective collaboration and full adherence to Sharia and regulatory requirements.

Specialist Skills / Technical Knowledge Required for this role:
· Education & Expertise: University degree in Finance, Economics, Business, or related field with 3+ years experience in Financial Services, Consultancy, Advisory, Audit, or Risk & Governance. 
· Analytical & Strategic Thinking: Strong data analysis skills with the ability to interpret market trends, evaluate financial information, and generate actionable insights. 

· Client-Centric Approach: Ability to build trust and support delivery of tailored investment solutions aligned with client needs. 

· Communication & Influence: Strong presentation and reporting skills to engage clients, support advisory teams, and train distribution channels. 
· Integrity & Professionalism: High ethical standards, discretion, and reliability in handling sensitive information. 
· Language Proficiency: Fluency in English; Arabic is an added advantage.