Opportunity Description
Senior Investment Advisor – Private Banking Coverage Advisory
Location: Dubai/Abu Dhabi
Role Purpose: This role involves collaborating with RMs across Private Banking 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
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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. ...
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