Associate Director- Investment Advisory

First Abu Dhabi Bank; Abu Dhabi; On-site; AED 257,069 - 367,242; Full time

Job summary

First Abu Dhabi Bank is seeking a full-time investment advisor in Abu Dhabi to enhance the Investment Advisory business. Responsibilities include promoting business development, managing client relationships, and providing investment strategies. Candidates should have a Bachelor’s degree in Finance or a related field, a strong technical background, and be fluent in English and Arabic.

Join a dynamic team focused on achieving financial growth and enhancing client relationships while ensuring compliance with regulatory frameworks.

Qualifications

• Excellent technical background in delivering investment propositions, research, and recommendations.
• In-depth knowledge of global markets and portfolio management.
• Ability to operate independently under tight deadlines and manage multiple tasks.

Responsibilities

• Enhance the Investment Advisory business value proposition and promote business development.
• Contribute to the growth of advisory business financial targets.
• Provide investment advisory related services to clients.
• Handle existing client relationships in investment strategies.
• Promote investment opportunities based on FAB's outlook.

Skills

Investment propositions delivery

Market analysis

Client relationship management

Team collaboration

Fluent in English and Arabic

Education

Bachelor’s degree in Business, Finance or a related field

Job description

Responsibilities

• Enhance the Investment Advisory business value proposition and actively promote the business development in the UAE, GCC, MENA, and international jurisdictions.
• Direct contribution and commitment to the growth of the advisory business financial budget, AUM targets, business key performance indicators, investment sales by growing the number of advisory clients, advisory mandates, assets under management (AUM), business revenues and fees generation, and return on assets as per the KPIs and business targets set by the Head of the Advisory business.
• Accountable for key business targets, key performance indicators and deliverables to be met throughout the budget year as set by the Head of Investment Advisory.
• Provide investment advisory related services to private banking and key client group clients.
• Directly handle existing client relationships regarding all investment strategies and portfolio management related services, including client portfolio construction, management, monitoring and rebalancing, and other portfolio related services.
• Actively promote investment opportunities across the full spectrum of asset classes and investment solutions in line with FAB’s investment outlook and strategy. Source potential new ideas based on market trends, relationship manager and client feedback.
• Ensure full time compliance with the business policies and procedures, rules and regulations of the advisory business, FAB and external regulatory framework.
• Work on various investment advisory related projects targeted to enhance the infrastructure and operational workflow of the advisory business and implementing changes that drive the investment advisory service level forward and to the next level.
• Participate in all operational matters related to the Investment Advisory business.
• Coordinate and facilitate investment advisory training where required.

Qualifications

• Excellent technical background in delivering investment propositions, research and recommendations.
• In-depth knowledge of global markets, macro and micro trends as well as portfolio construction, portfolio implementation and portfolio management.
• CAN-DO attitude with the ability to operate independently under tight deadlines and effectively manage multiple tasks with minimal guidance.
• Team player with the ability to build strong relationships at various levels including private bankers, clients, team subordinates, peers and superiors.
• Possess strong communication and inter‑personal skills as well as attention to details.
• Fluent in English and Arabic. Other languages are appreciated.

Academic/Professional Qualifications

• Bachelor’s degree in Business, Finance or a related field.

Remote Work

No

Employment Type

Full-time