Investment Advisor - Private Coverage

Abu Dhabi Islamic Bank; United Arab Emirates; On-site; AED 300,000 - 400,000; Full time

Job summary

A leading Islamic financial institution in Abu Dhabi seeks an experienced Investment Advisor to manage fixed income portfolios and promote investment vehicles for high-net-worth individual clients. The ideal candidate will have over 10 years of experience in private banking, a bachelor's degree with an MBA or equivalent, and strong financial planning skills. This role offers the chance to work closely with clients to understand their investment needs and provide tailored solutions.

Qualifications

• Minimum 10 years experience in private banking & wealth management.
• Bachelor’s degree with MBA (preferably CFA) or equivalent in finance.
• Strong understanding of end-to-end advisory process.

Responsibilities

• Manage fixed income portfolios and promote investment vehicles for HNWI clients.
• Grow AUM base for Private Banking clients and assist relationship managers.
• Develop bespoke investment opportunities for clients.

Skills

10 years experience in private banking & wealth management

Sound understanding of advisory processes

Excellent understanding of financial planning

Education

Bachelor’s degree with MBA or equivalent in finance

Job description

Role : I investment Advisor – Private Coverage

Location : Abu Dhabi

Role Purpose: Manage fixed income portfolios, research and promote various investment vehicles for HNWI client.

Key Accountabilities

• To grow AUM base for Private Banking clients while ensuring to assist relationship managers in offering best in class integrated investment opportunities generating fee income.
• Responsible to develop & launch investment products articulated in PB strategy and provide world class service standards.
• Identify client investment needs with the ability to spot opportunities, offer bespoke investment solutions, cultivating and tracking investment performance that meets clients’ expectations.
• Maintain control over credit client portfolio ensuring all documentation is properly completed for compliance with bank policies.
• Develop & deliver bespoke investment opportunities and provide solutions to Private Banking clients based on complete understanding of ADIB’s investment outlook across asset classes.
• Meet & interact regularly with clients to review their investment portfolio's performance and risks; discuss economic & market trends top presentation.
• Understand each client’s current and long term financial and personal situation and goals to complete investment profile with RM.
• Develop marketing & pitch materials for client communication backed by extensive research to ensure outstanding financial modelling aptitude & competency in financial analysis.
• Monitor performance of current investments against the budgeted targets offering strategies to achieve maximum ROI and profitability.
• Work with RM to design and implement asset allocation strategies and financial plans for clients that meet their unique circumstances.
• Evaluate the investment advisory business model at Private Banking, assess investment products and services offered through ADIB product platforms and look for ways to improve long term profitability.
• Ensure clear understanding of the investment advisory role and promote this among team members and stakeholders.
• Secure and manage the investment pipeline, play integral role in client fundraising/placement of investment offerings.
• Ensure adherence to all governance standards and policies applicable to Investment Advisory Team.
• Adhere to consumer protection regulations while client engagement.
• Contribute towards achieving Private Banking Group financials, promote Fee / recurring income generation without reliance on capital utilization.
• Perform quality checking on client forms received by RM to ensure accuracy & discipline for client documentation.
• Complete assigned tasks efficiently, adhere to internal/ external turnaround time.
• Build strong long-term relationship with clients and external counterparties investment houses presentations, videos, and case studies.

Specialist Skills / Technical Knowledge Required for this role

• Minimum 10 years experience in private banking & wealth management.
• Bachelor’s degree with MBA (preferably CFA) or equivalent in finance, business or analytical degree.
• A sound understanding of end-to-end advisory process in private client and institutional markets.
• Excellent understanding of financial planning & relate to different market risks to analyse investment type.

Communication & Soft Skills

• Strong communication, articulate presentation skills and professionalism to influence client behaviors.
• Good understanding of investment products and solutions across asset classes. Marketing experience is a must to guide and advise clients on their investment strategy.
• Flexible & client centric, excellent time management skills, self‑motivated to exceed targets and objectives.
• In international banks, experience & exposure to corporate advisory and complex transactions is advantageous.
• University/Post graduate degree in Finance, Banking or Business Administration, knowledge of legal/ shareholder issues, and presentation skills.

Application Deadline: [Not specified].