Private Banking Investment Advisor – Bespoke Solutions

ADIB Group; Abu Dhabi; On-site; AED 200,000 - 300,000; Full time

Job summary

A leading investment firm in Abu Dhabi is seeking an Investment Advisor for Private Coverage. The role involves managing fixed income portfolios, promoting investment vehicles for high-net-worth clients, and developing tailored investment solutions. Candidates should have a strong background in private banking, excellent analytical skills, and the ability to build lasting client relationships. A Bachelor's degree with an MBA or equivalent is required, along with 8-10 years of industry experience.

Qualifications

• 8-10 years industry experience in private banking and wealth management.
• Strong analytical and problem solving skills.
• Experience with legal/Sharia issues related to investment products.

Responsibilities

• Manage fixed income portfolios and promote investment vehicles for HNWI clients.
• Develop and launch investment products aligned with PB strategy.
• Meet regularly with clients to discuss portfolio performance and risks.

Skills

Investment products knowledge

Client relationship management

Financial analysis

Portfolio theory understanding

Time management

Analytical problem solving

Education

Bachelor's degree with MBA or equivalent in Finance/Business

Job description

A leading investment firm in Abu Dhabi is seeking an Investment Advisor for Private Coverage. The role involves managing fixed income portfolios, promoting investment vehicles for high-net-worth clients, and developing tailored investment solutions. Candidates should have a strong background in private banking, excellent analytical skills, and the ability to build lasting client relationships. A Bachelor's degree with an MBA or equivalent is required, along with 8-10 years of industry experience.