Wealth Management Investment Advisory Manager- UAE

ResponsibilitiesLead and manage the delivery of investment advisory services to high-net-worth and affluent clients, ensuring alignment with their financial goals and risk profiles.Develop and maintain in-depth knowledge of investment products, global markets, and regulatory developments to provide expert advice.Collaborate with relationship managers and product teams to deliver tailored investment solutions and portfolio strategies.Oversee client portfolio reviews, performance monitoring, and rebalancing recommendations.Conduct investment seminars, training, and knowledge-sharing sessions for front-line staff to enhance advisory capabilities.Ensure compliance with regulatory requirements, suitability standards, and internal policies in all advisory activities.Analyze portfolio performance, client feedback, and market trends to recommend product enhancements and advisory strategies.Prepare and present investment reports, market insights, and recommendations to senior management.Drive the adoption of digital advisory tools and process improvements to enhance client experience and operational efficiency.Drive the commercial effectiveness of advisory services by increasing advisory-led AUM, client penetration and solution adoption.Job RequirementsEducationBachelor’s degree in Business Administration, Finance, Economics, or a related field.Professional certifications in investment advisory, wealth management, or financial planning (e.g., CFA, CFP) (preferred).ExperienceMinimum 7 years of experience in investment advisory, portfolio management, or wealth management roles.Experience in banking or financial services sector.Proven track record in managing client portfolios and delivering advisory solutions.In-depth knowledge of investment products, markets, and advisory strategies.Strong client relationship and advisory skills.Analytical and problem-solving abilities.Excellent communication and presentation skills.Team leadership and training capabilities.Digital adoption and process improvement orientation.#J-18808-Ljbffr