Analyst – Investment Products and Advisory – Wealth Management

Description

Role : Analyst Investment Products and Advisory Wealth Management
Location : Dubai / Abu Dhabi

Role Purpose:
Support the Wealth Management Products and Advisory Team across two pillars: (1) development launch and commercialization of investment products; and (2) supporting the Advisory function through investment analysis portfolio reviews market research and advisory team effectiveness. The role acts as an in-house resource across both pillars including data and trends analysis committee materials and coordination of deliverables.


Key Accountabilities of the role

Advisory Support

• Assist Investment Advisors in investment analysis portfolio reviews market research and client-facing materials.

• Support the Advisory Unit Head in commercialization efforts Advisor activity and performance tracking and KPI reporting.

• Assist the Head of Product Solutions and Advisory in strategic initiatives committee submissions data and trends analysis and management presentations.

Products Support

• Support development and launch of investment products through frontline and advisory coordination.

• Assist with the product lifecycle including launch preparation performance monitoring and commercialization.

• Coordinate with Middle and Back Office on operations and issue resolution.

Cross-Functional

• Maintain product and advisory documentation approvals and records.

• Support governance reporting regulatory compliance Sharia requirements and required approvals (Central Bank & SCA).

KPIs

• Quality and timeliness of advisory support investment analysis portfolio reviews and market research.

• Accuracy of Advisor activity tracking performance analysis and KPI reporting.

• Timely support of product launches and commercialization initiatives.

• Quality of committee submissions strategic analysis and management presentations.

• Effective collaboration and full adherence to Sharia and regulatory requirements.

Specialist Skills / Technical Knowledge Required for this role:
Education & Expertise: University degree in Finance Economics Business or related field with 3 years experience in Financial Services Consultancy Advisory Audit or Risk & Governance.

Analytical & Strategic Thinking: Strong data analysis skills with the ability to interpret market trends evaluate financial information and generate actionable insights.

Client-Centric Approach: Ability to build trust and support delivery of tailored investment solutions aligned with client needs.

Communication & Influence: Strong presentation and reporting skills to engage clients support advisory teams and train distribution channels.

Integrity & Professionalism: High ethical standards discretion and reliability in handling sensitive information.

Language Proficiency: Fluency in English; Arabic is an added advantage.

Required Experience:

IC

Employment Type : Full-Time
Experience: years
Vacancy: 1