Analyst – Investment Products and Advisory – Wealth Management

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.