Executive Director, Investment Solutions

First Abu Dhabi Bank (FAB); Abu Dhabi; On-site; AED 900,000 - 1,500,000; Full time

Job summary

First Abu Dhabi Bank (FAB) seeks a senior Investment Solutions professional to serve Elite and Private Banking clients. You will manage the investment solutions process, including macro/micro market analysis, research, security selection and portfolio construction.

You will engage proactively with private bankers, advisory clients and segment leaders to drive growth, optimize client portfolios and deliver sophisticated investment outcomes.

Qualifications

• At least 15 years of experience in a similar environment.
• Excellent technical background in delivering investment propositions, research and recommendations.
• In-depth knowledge of global markets and portfolio construction, implementation and management.
• CAN-DO attitude with the ability to operate independently under tight deadlines and manage multiple tasks.
• Bachelor’s degree in business, Finance or a related field.

Responsibilities

• Enhance the Investment solutions business value proposition and promote growth in the UAE and international jurisdictions.
• Direct contribution to growth of advisory clients, assets under management (AUM), revenues and fees.
• Ensure key business targets and deliverables are met throughout the budget year.
• Provide investment solutions related services to private banking and key client group clients.
• Directly handling existing client relationships with regards to investments, strategies, and portfolio management.
• Promote opportunities across asset classes and investment solutions in line with FAB’s outlook and strategy.
• Ensure compliance with policies, procedures, and regulations of the advisory business and external framework.
• Work on projects to enhance infrastructure and workflow of the advisory business.
• Participate in operational matters related to the Investment solutions business.
• Coordinate and facilitate investment advisory training as required.
• Reported to the Global Head of Products & Services – E&PB and Head of Investment Advisory.

Skills

Investment research

Portfolio management

Client relations

Communication skills

Attention to detail

Can-do attitude

Independent work

Team player

Education

Bachelor’s degree in business or Finance

Job description

Job Summary

The investment solutions business forms an integral and an essential part of Elite and Private Banking offerings to First Abu Dhabi Bank Private Banking and Key Clients:

• Manage the offering of the investment solutions business and services to FAB Private Banking and Key Clients Group clients.
• Provide the full spectrum of the investment solutions process to clients including:
• Macro and micro analysis of global markets, asset classes and investment trends.
• Provide investment solution, investment research, security selection and recommendation.
• Manage the full life cycle of client portfolios: construction, implementation, analysis and management.
• Pro-active engagement and a disciplined approach with various segment heads, team leaders and private bankers as well as with advisory clients.

Job Summary

The investment solutions business forms an integral and an essential part of Elite and Private Banking offerings to First Abu Dhabi Bank Private Banking and Key Clients:

• Manage the offering of the investment solutions business and services to FAB Private Banking and Key Clients Group clients.
• Provide the full spectrum of the investment solutions process to clients including:
• Macro and micro analysis of global markets, asset classes and investment trends.
• Provide investment solution, investment research, security selection and recommendation.
• Manage the full life cycle of client portfolios: construction, implementation, analysis and management.
• Pro-active engagement and a disciplined approach with various segment heads, team leaders and private bankers as well as with advisory clients.

Key Responsibilities

• Enhance the Investment solutions business value proposition and actively promoting the business development in the UAE and international jurisdictions.
• Direct contribution and commitment to the growth of the solutions business financial budget and investment sales, by growing the number of advisory clients, assets under management (AUM), revenues and fees generation, and return on assets.
• Ensuring key business targets and deliverables are met throughout the budget year.
• Providing investment solutions 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 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 policies and procedures, rules and regulations of the advisory business, FAB, and external regulatory framework.
• Working on various investment solutions 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 solutions business.
• Coordinating and facilitating investment advisory training where required.
• As delegated by the Global Head of Products & Services – E&PB and the Head of Investment Advisory.

Requirements / Qualifications

• At least 15 years of experience in a similar environment.
• 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.
• Bachelor’s degree in business, Finance or a related field.

Preferred

• Fluent in English, Arabic and other languages are highly appreciated.