Director- Investment Advisory Emiratised role

First Abu Dhabi Bank; Abu Dhabi; On-site; AED 120,000 - 180,000; Full time

Job summary

An established industry player is seeking a dynamic Director of Investment Advisory to enhance its advisory business. This role involves promoting business development across various regions, managing client relationships, and ensuring compliance with regulatory frameworks. The ideal candidate will have a strong technical background in investment propositions, excellent communication skills, and a proven ability to operate independently under tight deadlines. Join a collaborative team that values diverse perspectives and fosters professional growth while making a significant impact in the investment advisory sector.

Qualifications

• Strong technical background in investment propositions and research.
• Ability to manage multiple tasks and operate independently under deadlines.

Responsibilities

• Enhance the Investment Advisory business and promote business development.
• Accountable for achieving financial budgets and key performance indicators.
• Provide investment advisory services to private banking clients.

Skills

Investment Advisory

Portfolio Management

Client Relationship Management

Market Analysis

Communication Skills

Team Collaboration

Education

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

Job description

Director- Investment Advisory (Emiratised role)

• Full-time
• Sub Division: Global Private Banking
• Division: Personal, Wealth & Business Banking

First Abu Dhabi Bank is an inclusive environment where each person values the experiences, perspectives, ideas and beliefs of others. We’re in a unique position to learn from all our colleagues, combining international experience with deep cultural knowledge and local expertise. At FAB, you’ll have the support of your team and a strong relationship with your line manager, who will trust you with responsibility and recognize your good performance. As we embrace different ways of seeing the world, listening to each other and respecting different viewpoints, we grow stronger – together.

Key Responsibilities:

• Enhance the Investment Advisory business value proposition and actively promote 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, 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 met throughout the budget year 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 regarding all investments, strategies, and portfolio management related services including client portfolio construction, management, monitoring, rebalancing, and other portfolio related services.
• Actively promoting 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 the external regulatory framework.
• Working 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.
• 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.
• In-depth knowledge of the global markets, macro and micro trends as well as portfolio construction, implementation, and 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 detail.
• Fluent in English and Arabic; other languages are appreciated.

Academic/Professional Qualifications:

• Bachelor’s degree in business, finance, or a related field.