Senior Manager - Investment Advisory

Abu Dhabi Commercial Bank; Abu Dhabi; Hybrid; AED 300,000 - 400,000; Full time

Job summary

A leading bank in the UAE is seeking an experienced Investment Advisor to join its Private Banking team. This role involves developing investment ideas, managing client portfolios, and conducting thorough market research. Candidates should have a minimum of 7 years in private banking or asset management and hold a Bachelor’s degree in Finance or Economics. Comprehensive benefits and flexible working arrangements are offered, promoting a balanced work-life culture.

Benefits

Comprehensive Benefits Package

Flexible and Remote Working Options

Learning and Development Opportunities

Qualifications

• At least 7 years of experience in private banking or asset management.
• Proven experience as an investment advisor or portfolio manager.
• Excellent written and spoken English capabilities.

Responsibilities

• Develop new investment ideas and provide advice to clients.
• Conduct market research and analyze market data.
• Source and structure tailored investment products for clients.
• Make buy/sell decisions on investment portfolios in the department head's absence.
• Adhere to organizational policies and procedures.
• Demonstrate customer service excellence in all interactions.

Skills

Relationship management skills

Technical knowledge

Articulating technical information

Understanding of financial markets

Articulation of investment strategies

Education

Bachelor’s Degree in Finance or Economics

Chartered Financial Analyst (CFA) or equivalent

Job description

Embark on a journey where your unique contributions are celebrated, and your professional growth is embraced. At ADCB, we nurture a diverse, inclusive community where every voice is valued.

About the business area

Private Banking provides high-net-worth clients with an end-to-end banking service to help manage their full banking and investment needs effectively. Our dedicated bankers provide a wide variety of solutions to meet clients’ investment and borrowing requirements, including complex and bespoke loan structuring. Wealth preservation requirements are addressed through a comprehensive wealth planning solution, tailored to individual needs

In this role, your key responsibilities include

• Investment Ideas and Advice - Develop new investment ideas and provide advice and guidance to Private Banking Clients colleagues and external clients in order to generate wealth/investment returns for client positions
• Market Research and Analysis - Conduct market research and analyse market data in order to understand business and economic cycles and forecasts of asset classes
• Sourcing and Structuring Investment Solutions - Liaise with external parties to source and structure investment products in order to offer tailored investment products to private clients
• Portfolio Management - In the absence of the department head, make buy/sell decisions on investment portfolios to ensure continuity of portfolio management
• Policies, Processes, Systems and Procedures - Adhere to all relevant organisational and departmental policies, processes, standard operating procedures and instructions so that work is carried out to the required standard and in a consistent manner while delivering the required standard of service to customers and stakeholders
• Self-Management - Manage self in line with the Bank’s people management policies, procedures, processes and practices to ensure adherence and to maximise own contribution to business performance
• Customer Service - Demonstrate Our Promise and apply the ADCB Service Standards to deliver the Bank’s required levels of service in all internal and external customer interactions

The ideal candidate should have the following experience

• At least 7 years of experience in private Banking or asset management in an investment advisor or portfolio manager
• Bachelor’s Degree in Finance or Economics
• Chartered Financial Analyst (CFA) or equivalent
• Understanding of financial markets, drivers and instruments, economics and forecasting
• A good mix of relationship management skills and strong technical knowledge
• Ability to articulate technical information in a simple and understandable way for clients
• Written and spoken English

What we offer:

• Comprehensive Benefits Package: This includes market-leading medical insurance, group life and personal accident insurance, paid leave and leave airfare, employee preferential rates on loans and finance facilities, staff discounts and offers, and children education assistance (for certain job levels).
• Flexible and Remote Working Options: We understand the importance of work-life balance and offer flexible working arrangements, subject to eligibility and job requirements.
• Learning and Development Opportunities: We value and facilitate continuous learning and personal development, through a variety of exciting learning opportunities, such as structured instructor-led courses, a comprehensive e-Learning catalog, on-the-job training and professional development programs.

At ADCB, we are dedicated to creating a respectful, caring and disciplined work environment that aligns with your career ambitions.