Senior Investment Advisor - Wealth & Priority Coverage Advisory

Role Overview

Senior Investment Advisor - Wealth & Priority Coverage Advisory at ADIB, based in Dubai.

Role Purpose

Collaborate with Relationship Managers across Wealth and Priority coverage teams to ensure investment product suitability, conduct regular portfolio reviews, and provide rebalancing recommendations aligned with client risk appetite and time horizon. Drive sales quality and client satisfaction while maintaining regulatory adherence. Act as Subject Matter Expert to support investment solutions, build portfolios aligned with bank strategy, deliver timely market insights, and position ADIB as a thought leader in the investment space.

Key Responsibilities

Client Portfolio Management & Reviews

• Oversee and review client investment portfolios, ensuring 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 and Priority coverage teams.
• Ensure investment guidance aligns with clients' long-term goals.
• Recommend portfolio rebalancing strategies to keep client portfolios aligned with evolving goals and market conditions.
• Advise Relationship Managers on investment opportunities, client needs, and portfolio adjustments based on market conditions and client profiles.

Sales & Client Relationship Management

• Support Relationship Managers in managing and signing up Net-to-Wealth clients to support growth of UHNW and HNW client portfolios.
• Secure and manage the Investment pipeline.
• Play an integral role in client fundraising and placement of investment offerings.
• Contribute towards achieving Wealth Management financial targets and promoting Fee and recurring income generation.
• Provide guidance on asset allocation, investment strategies, and risk management to ensure investments align with client objectives, risk tolerance, and time horizon.
• Monitor client feedback and resolve client-related issues promptly to maintain a high standard of service.

Advisory Expertise

• Act as 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.
• Ensure the team provides up-to-date advice to clients.
• Ensure adherence to all governance standards and policies applicable to the Investment Advisory Team and suitability process.
• Maintain adherence to consumer protection regulations during client engagement.

Market Updates and Outlook

• Provide regular, in-depth market updates and outlooks to clients and internal teams.
• Keep all stakeholders informed of market trends, economic conditions, and investment opportunities.

Training & Development

• Provide Relationship Managers with ongoing product training, market updates, and investment strategy guidance.
• Enhance their ability to support clients effectively.
• Regularly provide market insights, corporate actions summaries, and product updates to ensure RMs are well-informed.
• Enable RMs to deliver appropriate solutions to clients.

Qualifications & Experience

• Bachelor's degree in Finance, Business, Economics, or a related field.
• Minimum 4 to 7 years' experience in wealth management, financial advisory, or portfolio management.

Skills & Competencies

• 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.
• Commitment to adhering to all relevant compliance standards.
• Experience with discretionary portfolio management services is a plus.