Investment Advisor

Job description / Role

Job Type
Full Time

Job Location
Abu Dhabi, UAE

Nationality
Any Nationality

Salary
Not Specified

Gender
Not Specified

Arabic Fluency
Not Specified

Job Function
Investment Management

Company Industry
Finance, Investment & Asset Management

Role Purpose

Manage fixed income portfolios, research and promote various investment vehicles for HNWI clients. To grow AUM base for Private Banking clients while assisting relationship managers in offering best-in-class integrated investment opportunities generating fee income to enhance the ROAE business ratio in line with international best practice. Responsible to develop and 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, and cultivate and track investment performance that meets clients expectations in accordance with PBG investment strategy.

Key Accountabilities of the Role

• Maintain control over the credit client portfolio to ensure that all documentation is properly completed complying with bank policies and procedures.
• Develop and deliver bespoke investment opportunities and provide solutions to Private Banking clients based on a complete understanding of the ADIBs investment outlook across asset classes, investment strategies, and propositions.
• Meet and interact regularly with clients to review their investment portfolios performance and risks; discuss economic and market trends to present appropriate investment solutions.
• Understand each clients current and long-term financial and personal situation and goals prior to completing the investment profiling with relationship managers.
• Develop marketing and pitch materials for client communication backed by extensive research to ensure outstanding financial modelling aptitude and competency in financial analysis.
• Monitor performance of current investments against budgeted targets and offer strategies for obtaining maximum ROI and profitability.
• Work with relationship managers to design and implement asset allocation strategies and financial plans for clients that meet their unique circumstances, risk tolerance, goals, and objectives.
• Evaluate the investment advisory business model at Private Banking, assess investment products and services offered through the ADIB product platforms, and look for ways to improve long-term profitability and customer experience.
• Ensure a clear understanding of the investment advisory role and promote this among team members and stakeholders.
• Secure and manage the investment pipeline and play an integral role in client fundraising and placement of investment offerings.
• Ensure adherence to all governance standards and policies applicable to the Investment Advisory Team and suitability process.

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• Adhere to consumer protection regulations during client engagement.
• Contribute towards achieving the Private Banking Groups financials and promote fee and recurring income generation without reliance on capital utilization.
• Perform quality checks on client forms received by relationship managers and clients to ensure accuracy and discipline for client documentation.
• Complete assigned tasks efficiently in a timely manner and adhere to internal and external turnaround time and timelines.
• Build strong and long-term relationships with clients and external counterparties, including investment houses, presentations, videos, and case studies.

Specialist Skills and Technical Knowledge Required for this Role

• Minimum 8-10 years industry experience preferably in private banking and wealth management.
• Bachelors degree with MBA is required (preferably CFA), or equivalent finance, business, or analytical degree.
• A sound understanding of the end-to-end advisory process in the private client and institutional markets and implementation structures surrounding the advisory processes is a major advantage.
• Excellent understanding of financial planning and relation to different markets risks to analyze investment types.
• Strong communication, articulation skills, and professionalism to influence client behaviors by establishing rapport and trust.
• Good understanding of investment products and solutions across asset classes.
• Market experience is a must to guide and advise clients on their investment strategy.
• Excellent understanding of portfolio theory and asset allocation.
• Flexible and client-centric under pressure, possess excellent time management skills, self-motivated to exceed targets and objectives.
• Strong fundamental and technical analysis with proven investment advisory track record.
• International banks work experience and exposure to corporate advisory and complex transactions is advantageous.
• Strong analytical, problem-solving, judgment skills, high energy, and commitment level.
• University or post-degree, preferably in finance, banking, or business administration.
• Good knowledge of legal and Sharia issues related to investment products in addition to presentation skills and networking skills.
• A thinker who can quickly and accurately evaluate and analyze companies and financial information.