Unit Head – Wealth & Priority Coverage Advisory

Description

Role: Unit Head Wealth & Priority Coverage Advisory - Dubai Sharjah & N. Emirates

Location: Dubai

Role Purpose: The role will be responsible for leading and managing a team of Senior Investment Advisers and Investment Advisors to provide advisory services to the banks Wealth & Priority coverage teams.

This role involves collaborating with front line teams across Wealth & Priority coverage teams ensuring 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.

Key Accountabilities of the role

• Team Leadership & Management
  • Lead and manage a team of Investment Advisors to provide high-level investment advisory support.
  • Ensure the team main...

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