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Investment Advisory Specialist
2 weeks ago
We are seeking a skilled and experienced Investment Advisory Specialist to join our team at First Abu Dhabi Bank (FAB). As an Investment Advisory Specialist, you will play a key role in providing complex cross-asset class active investment advisory services directly to select clients of the Private Banking and Key Client Group segments.
The ideal candidate will have excellent knowledge of the financial markets and financial tools, as well as a deep understanding of the global economy and capital markets. They will be responsible for 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.
In addition, the successful candidate will generate investment ideas tailored to market trends, customer profile, and FAB investment views, and deliver those ideas to clients in a suitable and appropriate manner. They will also be responsible for robust and detailed portfolio management, execution, and follow-up of IA mandates, in adherence with the Bank's policies & procedures.
Furthermore, the Investment Advisory Specialist will partner with Relationship Managers in the acquisition and retention of new IA mandates, and participate in publishing/maintaining Focus Lists on equities, fixed income, and managed investments.
We are looking for a team player with a positive attitude who is able to work to tight deadlines. Excellent communication skills (verbal and written) are essential for this role.
