Job Description
Role
Investment Advisor – Wealth & Priority Coverage Advisory
Location: Alain
Role Purpose
This role involves collaborating with RMs across Priority coverage teams to ensure 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, providing timely market insights and positioning 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.
- Provide guidance ...