Analyst – Investment Products and Advisory – Wealth Management
Skills
About This Role
Role
Analyst – Investment Products and Advisory – Wealth Management
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.
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.
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