Director Investment Advisory

First Abu Dhabi Bank; Abu Dhabi; On-site; AED 300,000 - 400,000; Full time

Job summary

A leading financial institution in Abu Dhabi is seeking an experienced Investment Advisor to enhance business value propositions and promote investment opportunities. The role requires excellent technical skills in delivering investment propositions and indepth knowledge of global market trends. The ideal candidate will have strong communication abilities, a Bachelor's degree in business or finance, and the ability to build relationships with private banking clients. A fulltime position with no remote work opportunities.

Qualifications

• Excellent technical background in delivering investment propositions.
• Indepth knowledge of global markets and portfolio management.
• CANDO attitude to manage multiple tasks under tight deadlines.

Responsibilities

• Enhance the Investment Advisory business value proposition.
• Responsible for meeting key performance indicators and business targets.
• Provide investment advisory services to private banking clients.

Skills

Investment propositions

Global market trends

Portfolio construction

Strong communication skills

Interpersonal skills

Education

Bachelor's degree in business or Finance

Job description

Responsibilities

• 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.

Qualifications

• Excellent technical background in delivering investment propositions research and recommendations.
• Indepth knowledge of the global markets macro and micro trends as well as portfolio construction portfolio implementation and portfolio management.
• CANDO 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 interpersonal 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

Fulltime