Associate Director- Investment Advisory

First Abu Dhabi Bank; Abu Dhabi; On-site; AED 200,000 - 300,000; Full time

Job summary

A leading bank in the UAE is seeking a qualified professional for their Investment Advisory team. The role involves enhancing the business value proposition, managing client relationships, and delivering comprehensive investment advisory services. The ideal candidate has a Bachelor’s degree in business or finance, along with excellent technical skills in investment strategies and portfolio management. Fluency in English and Arabic is essential, while other languages are valued. This full-time role does not support remote work.

Qualifications

• Excellent technical background in delivering investment propositions, research, and recommendations.
• In-depth knowledge of global markets and portfolio management.
• Fluent in English and Arabic; other languages appreciated.

Responsibilities

• Enhance the Investment Advisory business value proposition.
• Directly handle client relationships related to investment strategies.
• Source new investment ideas based on market trends.

Skills

Investment advisory

Portfolio management

Client relationship management

Communication skills

Team collaboration

Education

Bachelor's degree in business, finance, or a related field

Job description

• Enhance the Investment Advisory business value proposition and actively promoting 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 performances 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 are met throughout the budget year and as set by the Head of Investment Advisory.
• Providing investment advisory related services to private banking and key client group clients.
• Directly handling existing client relationships with regards to all investments strategies and portfolio management related services including client portfolio construction management monitoring and rebalancing and other portfolio related services.
• Actively promoting investment opportunities across the full spectrum of asset classes and investment solutions in line with FABs 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.
• Working on various investment advisory related projects targeted to enhance the infrastructure and the operational workflow of the advisory business and implementing changes that drive the investment advisory service level forward and to the next level.
• Participating in all operational matters related to the Investment Advisory business.
• Coordinating and facilitating investment advisory training where required.

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Qualifications :

• Excellent technical background in delivering investment propositions research and recommendations.
• In-depth knowledge of the 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 Arabic. Other languages are appreciated.

Academic/Professional Qualifications:

• Bachelors degree in business Finance or a related field.

Remote Work :

No

Employment Type :

Full-time