Director- Investment Advisory
First Abu Dhabi Bank
- Abu Dhabi
- Permanent
- Full-time
- The provision of complex cross-asset class active Investment Advisory (IA) services directly to select clients of the Private Banking and Key Client Group segments. This includes, but is not limited to:
- Working on a day to day basis directly with clients to advise them on the management of their investment portfolios in line with their stated goals and investment objectives
- The generation of investment ideas tailored to market trends, customer profile and FAB investment views and the delivery of those ideas to clients in a suitable and appropriate manner
- Robust and detailed portfolio management, execution and follow-up of IA mandates, in adherence with the Bank's policies & procedures.
- The performance of day-to-day risk management/monitoring of IA mandates.
- Partner with Relationship Managers in the acquisition and retention of new IA mandates. This includes, but is not limited to:
- Pitching IA services directly to select clients of the Private Banking and Key Clients Group
- Daily interaction with clients on their portfolio and the resolution of an client related issues in the management of the client's investment assets
- Taking a holistic view of the overall investment relationship across Advisory, Discretionary and Execution only portfolios
- Participate in publishing/maintaining Focus Lists on equities, fixed income and managed investments.
- Excellent knowledge of the financial markets and financial tools.
- Deep understanding of the global economy and capital markets, equity and fixed income analysis, asset allocation, portfolio construction and risk management for client portfolios, and solid analytic and communication skills
- Solid understanding of investments business, asset classes, fund structures and investment processes.
- Knowledge of and experience in products sourcing, and management in the investment industry
- Experience in various asset classes
- Team player with a positive attitude
- Ability to work to tight deadlines
- Excellent communication skills (verbal and written)