Senior Investment Advisor Wealth & Priority Coverage Advisory
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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 clients 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- Client Portfolio Management & Reviews:
- Oversee and review client investment portfolios ensuring that periodic reviews are conducted and documented to align with clients risk profiles and objectives. <...