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) invites an accomplished Investment Solutions leader to join its Private Banking and Key Clients teams in Abu Dhabi. You will manage the full lifecycle of client portfolios, deliver macro/micro market analysis, and provide investment research, security selection and recommendations to high-net-worth clients.

The role emphasizes proactive engagement with private bankers, segment heads and advisory clients, driving growth in AUM, revenues and fees while ensuring

Qualifications

• 15+ years of experience in a similar environment.
• Strong background in delivering investment propositions, research and recommendations.
• In-depth knowledge of global markets, macro and micro trends, portfolio construction and management.
• CAN-DO attitude with the ability to operate independently under tight deadlines.
• Excellent communication and interpersonal skills.
• Bachelor’s degree in business, Finance or related field.
• Fluent in English; Arabic and other languages appreciated.

Responsibilities

• Enhance the Investment solutions value proposition and promote business development in UAE and international jurisdictions.
• Direct contribution to growth of budget, AUM, revenues and fees; expand advisory clients.
• Meet key business targets and deliverables throughout the year.
• Provide investment solutions services to private banking and key client group clients.
• Manage existing client relationships on investments, strategies, and portfolio management.
• Promote investment opportunities across asset classes in line with FAB’s outlook and strategy.
• Ensure compliance with policies, procedures, rules and regulations of FAB and regulatory framework.
• Work on investment solutions projects to enhance advisory infrastructure and workflow.
• Participate in operational matters related to Investment solutions business.
• Coordinate investment advisory training when required.
• Report to Global Head of Products & Services – E&PB and Head of Investment Advisory.

Skills

Investment propositions

Portfolio management

Client relationships

Communication skills

Independent worker

Education

Bachelor's degree in business, Finance or related field

Job description

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.

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.

About Us:

First Abu Dhabi Bank (FAB) is the largest bank in the UAE and one of the worlds largest and safest financial institutions. We offer a comprehensive range of personal and private banking services, including credit cards, Islamic banking, investments, loans, and mortgages. Our commitment to excellence and innovation drives us to provide top-tier financial solutions to our clients.

Life at FAB:

Working at FAB means being part of a team of talented and passionate individuals with a shared vision to support the ambitions of our stakeholders to "Grow Stronger." We embrace the needs of our customers across the globe with a sense of responsibility and confidence driven by extensive expertise that can only be delivered by an ambitious world-class organization

Career Development:

FAB offers unique career choices, a chance to innovate, craft solutions for the future, and express yourself in a performance-based culture that will unleash the best in you. Whether you are an experienced professional or just starting your career, FAB provides a range of learning and development initiatives to support all employees through training and skill development.

Our Values:

At FAB, we place our customers at the core of our activities, live our values each day in every way, celebrate achievements, and empower each other to deliver leading solutions. We have structured plans for the recruitment and career progression of Emirati talent to enable them to make a mark in the financial and banking sector both regionally and globaly that rewards your hard work and dedication.

Join our team and be part of a journey to shape the future of banking.