Senior Investment Advisor - Wealth & Priority Coverage Advisory
Accounting & Finance
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Job Description
Role : Senior Investment Advisor - Wealth & Priority Coverage Advisory
Location : Dubai
Role Purpose:
This role involves collaborating with RMs across Wealth and Priority coverage teams, ensuring the suitability of investment products, conducting regular portfolio reviews, and providing rebalancing recommendations based on the client's risk appetite and time horizon. Drive sales quality and client satisfaction while maintaining adherence to regulatory requirements.
Act as the Subject Matter Expert to support investment solutions and build portfolios that align with the bank's strategy, provide timely market insights, and position ADIB as a thought leader in the investment space.
Key Accountabilities of the role
- Oversee and review client investment portfolios, ensuring that periodic reviews are conducted and documented to align with clients risk profiles and objectives.
- Provide guidance on wealth products, asset allocation, and investment strategies to support front line teams across Wealth/Priority coverage teams, ensuring alignment with clients long-term goals.
- Recommend portfolio rebalancing strategies where necessary to ensure client portfolios remain in line with their evolving goals and market conditions.
- Advise Relationship Managers on investment opportunities, client needs, and portfolio adjustments, based on market conditions and client profiles.
- Support Relationship Managers in managing and signing up NTW clients to support growth of UHNW and HNW client portfolios.
- Responsible for securing and managing the Investment pipeline and playing an integral role in client fundraising/placement of investment offerings.
- Contribute towards achieving the Wealth Management financial & promoting the Fee /recurring income generation
- Provide guidance on asset allocation, investment strategies, and risk management, ensuring that investment are aligned with client objectives, risk tolerance, and time horizon.
- Monitor client feedback and resolve any client-related issues promptly to maintain a high standard of service.
- Act as the Subject Matter Expert on model portfolios, advising on their construction, suitability, and ongoing management.
- Stay current with market trends, investment products, and regulatory changes to maintain expertise and ensure the team provides up-to-date advice to clients.
- Ensure adherence to all governance standards and policies applicable to Investment Advisory Team and suitability process.
- Adherence to consumer protection regulations while client engagement.
- Provide regular, in-depth market updates and outlooks to clients and internal teams, keeping all stakeholders informed of market trends, economic conditions, and investment opportunities.
5.Training & Development:
- Provide the Relationship Managers with ongoing product training, market updates, and investment strategy guidance to enhance their ability to support clients effectively.
- Regularly provide market insights, corporate actions summaries, and product updates to ensure the RMs are well-informed and can deliver appropriate solutions to clients.
Specialist Skills / Technical Knowledge Required for this role:
- In-depth knowledge of investment products, financial markets, and wealth management strategies.
- Excellent communication and presentation skills, with the ability to engage effectively with clients and senior stakeholders.
- Ability to analyze and interpret complex financial data and market trends.
- Strong leadership and mentoring abilities, with a track record of managing a high-performing team.
- Familiarity with regulatory requirements, particularly in the wealth management space, and a commitment to adhering to all relevant compliance standards.
- Experience with discretionary portfolio management services is a plus,
- In-depth knowledge of investment products, financial markets, and wealth management strategies.
- Excellent communication and presentation skills, with the ability to engage effectively with clients and senior stakeholders.
- Ability to analyze and interpret complex financial data and market trends.
- Familiarity with regulatory requirements, particularly in the wealth management space, and a commitment to adhering to all relevant compliance standards.
- Experience with discretionary portfolio management services is a plus,
Previous experience:
- Bachelor's degree in Finance, Business, Economics, or a related field
- Minimum of 4 to 7 years experience in wealth management, financial advisory, or portfolio management, role.
Skills
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About Company
Abu Dhabi Islamic Bank, A Public Joint Stock Company, is a leading Islamic bank headquartered and listed in Abu Dhabi- UAE with a purpose of being a lifelong partner for customers, colleagues and community. Over the last two decades, ADIB has demonstrated a consistent track record of growth with assets now totaling USD 34 billion. The bank currently serves more than 1 million customers through a balanced proposition that combines a highly-personalized customer experience with world-class digital banking services. ADIB is a full-fledged financial service provider that offers banking solutions for individuals, corporates and affluent customers. In addition, the wider ADIB Group provides brokerage, real estate and property management, payments and insurance services. ADIB has one of the largest distribution networks in the UAE with more than 60 branches. Internationally, the bank has a presence in six strategic markets - Egypt, , the Kingdom of Saudi Arabia, the United Kingdom, Qatar, Sudan and Iraq.
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