Unit Head – Private Coverage Advisory

Unit Head – Private Coverage Advisory –
ADIB - Abu Dhabi Islamic Bank

Role: Unit Head – Private Coverage Advisory
Location: Abu Dhabi/Dubai

The role will be responsible for leading and managing a team of Senior Investment Advisers and Analysts to provide advisory services to the bank's Private Coverage Team. This role involves collaborating with front line teams across Private Coverage, 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 model portfolios that align with the bank's strategy, provide timely market insights, and position the firm as a thought leader in the investment space.

• Client Portfolio Management & Reviews:
  • Oversee the review and governance of client investment portfolios, ensuring that periodic reviews are conducted and documented to align with clients' risk profiles and objectives.
  • Provide guidance sotto wealth products, asset allocation, and investment strategies to support front line teams across Private/Wealth 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.
  • Oversee the analysis and adjustments of model portfolios, ensuring that the solutions are aligned with clients' preferences and risk appetites.
  • Advise Relationship Managers on investment opportunities, client needs, and portfolio adjustments, based on market conditions and client profiles.
• Sales Support & Client Relationship Management:
  • Support مجرد Advisors and Private Bankers in managing and signing up NTW clients to support growth of UHNW client portfolios.
  • Provide expert guidance on asset allocation, investment strategies, and risk management, ensuring that investment products are aligned with client objectives, risk tolerance, and time horizon.
  • Foster a high‑performance culture, ensuring that investment advisers are well‑equipped with the తెలుస్త latest market knowledge, investment products, and tools.
  • Ensure that investment advisers meet or exceed penetration, revenue, wealth AUM growth targets while maintaining the highest level of client satisfaction.
  • Monitor client feedback and resolve any client‑related issues promptly to maintain a high standard of service.
• Model Portfolios & Advisory Expertise:
  • Act as the Subject Matter Expert on model portfolios, advising on their construction, suitability, and ongoing management.
  • Stay current with market trends, investment products, and regulatory changes to maintainexpert 一级a做爰片 and ensure the teamuesto provide up variados advice to clients.
• Portfolio Management:
  • Work closely with internal stakeholders to ensure HEADER discretionary services are effectively delivered to clients, adhering to their specific investment goals, risk tolerance, and time horizon.
• Team Leadership intertwine Management:
  led Bra> "Lead and manage a team of Investment Advisors to provide high‑level investment advisory support.")
  • Ensure the team maintains the highest standards in client interactions and that sales quality is upheld through proper investment suitability, subscriptions, and redemptions.
  • Foster a collaborative environment, ensuring that the team stays aligned with the bank’s investment strategy and client‑centric focus.
  • Conduct regular performance reviews and provide feedback and development plans for team members.
  • Ensure the team adheres to regulatory requirements.
• Engagement with stakeholders:
  • Collaborate with the ADIB Capital team to develop tailored investment solutions, offering market insights; keeping the bank’s offerings aligned with client demand and market trends.
• Market Updates and Outlook:
  • Provide regular, in‑depth market updates and outlooks to clients and internal teams, keeping all stakeholders informed of market trends, economic conditions, and investment opportunities.
• Front‑Line Team sessions:
  • Host and…