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, and 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.
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, 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 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 implement changes that drive the investment advisory service level forward.
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, implementation, and 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 members, subordinates, peers, and superiors.
Possess strong communication and interpersonal 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.