Investment Advisor – Wealth & Priority Coverage Advisory

Role: Investment Advisor – Wealth & Priority Coverage Advisory Location: Dubai Role Purpose: This role involves collaborating with RMs across 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.

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 Priority coverage, 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