Director- Investment Advisory

1 day ago


Abu Dhabi, Abu Dhabi, United Arab Emirates First Abu Dhabi Bank Full time

JobPurpose:

o   the provision of complex crossasset class active InvestmentAdvisory (IA) services directly to select clients of the PrivateBanking and Key Client Group segments. This includes but is notlimited to:

o   Working on a daytoday basis directly with clients to advise them onthe management of their investment portfolios in line with theirstated goals and investmentobjectives

o    thegeneration of investment ideas tailored to market trends customerprofile and FAB investment views and the delivery of those ideas toclients in a suitable and appropriatemanner

o    Robust anddetailed portfolio management and followup of IA mandates inadherence with the Banks policies &procedures.

o    theperformance of daytoday risk management/monitoring of IAmandates.

Partner with Relationship Managers in the acquisition and retentionof new IA mandates. This includes but is not limitedto:

o    Pitching IAservices directly to select clients of the Private Banking and KeyClients Group

o   Daily interaction with clients on their portfolio and theresolution of a client related issues in the management of theclients investmentassets

o    Taking aholistic view of the overall investment relationship acrossAdvisory Discretionary and onlyportfolios

o   Participate in publishing/maintaining Focus Lists on equities fixedincome and managedinvestments.

o    onthe management of IAMandates:

Ensure that portfolios are tailored to clients risk profiles andobjectives / communicate to client anydeviation

Ensure that relevant process is followed when marketing investmentsolutions and that each relevant policy isrespected

Ensure the proper processing of clients instructions from ideasharing to booking atrade.

Actively manage risk/investments performance and suggest requiredchanges in portfolio structure toclients.

Suggest portfolio rebalancing asappropriate.

o   Ensure the maintenance of uptodate records of Investment proposalsand portfolioreviews.

o   Implement portfolio strategies by choosing the appropriateinvestment products among the list of selected securities (FocusList);

o    Maximizethe performance of portfolios in adherence with the clientsinvestment objectives andprofile.

o   Proactive partner with Relationship Managers in BusinessDevelopment activities by preparing and delivering client pitchesproviding portfolio advice at client meetings and resolving clientinvestment relatedissues

o    Activelypromote investment opportunities across the full spectrum of assetclasses in line with FAB investment views and Tactical Allocationwhilst monitoring the investments of advisoryclients

#LIA55
 

Qualifications:

o   Excellent knowledge of the financial markets and financialtools.

o    Deepunderstanding of the global economy and capital markets equity andfixed income analysis asset allocation portfolio construction andrisk management for client portfolios and solid analytic andcommunicationskills

o    Solidunderstanding of investments business asset classes fund structuresand investmentprocesses.

o   Knowledge of and experience in products sourcing and management inthe investmentindustry

o   Experience in various assetclasses

o    Teamplayer with a positiveattitude

o    Abilityto work to tightdeadlines

o   Excellent communication skills (verbal andwritten)

Academicrequirement:

o   Bachelors Degree in Business Finance and or Masters Degree or anindustry qualification

o    SCACertified

o    CPA/CFAor equivalent will be an advantage

Job Experienceneeded:

o    At least7 years of experience in a similarenvironment

RemoteWork :

No

EmploymentType :

Fulltime

Key Skills
Anti MoneyLaundering,Commercial PropertyParalegal,Field,Budgeting,BI
Experience: years
Vacancy: 1

  • Abu Dhabi, Abu Dhabi, United Arab Emirates First Abu Dhabi Bank Full time

    Enhance the Investment Advisory business value proposition and actively promoting the business development in the UAE GCC MENA and international jurisdictions. Direct contribution and commitment to the growth of the advisory business financial budget AUM targets business key performances indicators investment sales by growing the number of advisory clients...


  • Abu Dhabi, Abu Dhabi, United Arab Emirates First Abu Dhabi Bank Full time

    Job Purpose: o    the provision of complex crossasset 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: o    Working on a daytoday basis directly with clients to advise them on the management of their investment portfolios in line with...


  • Abu Dhabi, Abu Dhabi, United Arab Emirates First Abu Dhabi Bank Full time

    Enhance the Investment Advisorybusiness value proposition and actively promoting the businessdevelopment in the UAE GCC MENA and internationaljurisdictions.Direct contribution andcommitment to the growth of the advisory business financial budgetAUM targets business key performances indicators investment salesby growing the number of advisory clients advisory...


  • Abu Dhabi, Abu Dhabi, United Arab Emirates First Abu Dhabi Bank Full time

    **Job Summary:**We are seeking a highly skilled and experienced Investment Advisory Business Development Lead to join our team at First Abu Dhabi Bank.The successful candidate will be responsible for enhancing the Investment Advisory business value proposition and actively promoting business development in the UAE, GCC, MENA, and international...


  • Abu Dhabi, Abu Dhabi, United Arab Emirates Emirates Investment Authority Full time

    Role DescriptionThis role encompasses responsibilities across fund investments, secondaries, co-investments, and portfolio management in the private equity, infrastructure, and natural resources asset classes. The ideal candidate will have 5-8 years of experience in private equity and infrastructure investments, with exposure to manager selection, direct...


  • Abu Dhabi, Abu Dhabi, United Arab Emirates First Abu Dhabi Bank (FAB) Full time

    About the RoleThe Investment Solutions Director will lead the development and management of governance strategies and reporting mechanisms for investment-related processes and regulations.Key AccountabilitiesConduct risk assessments related to governance aspects of investment products and product programsSupport the development of governance policies and...


  • Abu Dhabi, Abu Dhabi, United Arab Emirates First Abu Dhabi Bank Full time

    **Company Overview:**First Abu Dhabi Bank is one of the largest banks in the UAE, providing a wide range of financial services to individuals, businesses, and institutions.We are committed to delivering exceptional customer service and building long-term relationships with our clients.Job Description:The Investment Advisory Business Development Lead will...


  • Abu Dhabi, Abu Dhabi, United Arab Emirates First Abu Dhabi Bank Full time

    Job Purpose: The Advisory Relationship Officer is responsible for supporting the Advisory business by assisting with client onboarding managing investment portfolios and ensuring smooth and efficient handling of clientrelated documentation and service requests. The role requires close collaboration with Investment Advisors to ensure highquality service...


  • Abu Dhabi, Abu Dhabi, United Arab Emirates Emirates Investment Authority Full time

    About the PositionWe are looking for a highly skilled Senior Private Equity Investment Professional to join our team as a Director of Investment Strategy. The successful candidate will be responsible for leading the development and implementation of investment strategies across various asset classes.Key ResponsibilitiesResearch market trends, identify...


  • Abu Dhabi, Abu Dhabi, United Arab Emirates Aldar Properties PJSC Full time

    About the OpportunityAldar Properties PJSC offers a unique opportunity for a Corporate Finance and Investment Director to join our team and drive strategic finance, capital management, and investment initiatives.The successful candidate will contribute to effective input into business planning and investment analysis, ensuring alignment with the company's...


  • Abu Dhabi, Abu Dhabi, United Arab Emirates First Gulf Bank PJSC Full time

    The provision of complex cross-asset class active investment services directly to select clients requires a deep understanding of the financial markets and tools. Excellent knowledge of equity and fixed income analysis, asset allocation, portfolio construction, and risk management is essential for client portfolios. The generation of investment ideas...

  • Operations Director

    7 days ago


    Abu Dhabi, Abu Dhabi, United Arab Emirates Adcouncil Full time

    About the RoleThis role offers a unique opportunity to join the Abu Dhabi Investment Council Company PJSC as an Operations Director - Investment Administration. You will lead the Custody Division, focusing on strategic planning, risk management, and operational efficiency.Primary Responsibilities:Custody Process Oversight: Ensure compliance with regulatory...


  • Abu Dhabi, Abu Dhabi, United Arab Emirates Sundus Full time

    Job Overview:We are seeking a highly skilled Senior Advisory Role to join our team at Sundus Abu Dhabi. As a key member of our organization, you will be responsible for providing strategic guidance and technical expertise to support the success of our projects.About the Role:This is an exciting opportunity to work with our Executive Director of Special...


  • Abu Dhabi, Abu Dhabi, United Arab Emirates AL MARINA INVESTMENT - SOLE PROPRIETORSHIP L.L.C. Full time

    AL MARINA INVESTMENT - SOLE PROPRIETORSHIP L.L.C. is seeking a Hospitality Services Director to lead our front office operations and drive guest satisfaction.The successful candidate will oversee daily front office operations, manage front desk staff, and develop strategies to enhance guest experiences.Develop business strategiesLead front desk teamA...


  • Abu Dhabi, Abu Dhabi, United Arab Emirates First Abu Dhabi Bank Full time

    Job SummaryThe Director- Product Governance is responsible for ensuring the governance framework of investment products and solutions at First Abu Dhabi Bank aligns with regulatory requirements and industry best practices.


  • Abu Dhabi, Abu Dhabi, United Arab Emirates Property Shop Investment LLC (PSI) Full time

    Direct message the job poster from Property Shop Investment LLC (PSI) People & Culture I Headhunter I Talent Acquisition I Talent Management I Employer Branding I Employee Engagement I Performance Management Company Description Property Shop Investment LLC (PSI) is the No. 1 private Real Estate Company in Abu Dhabi, established in 2007. PSI offers a wide...


  • Abu Dhabi, Abu Dhabi, United Arab Emirates deVere Group Full time

    Key ResponsibilitiesManage and support client portfolios with a focus on developing strong, trusting relationships through personalized advisory services.Identify and address personal and financial needs, delivering tailored wealth management solutions.Conduct comprehensive reviews to assess client needs and provide bespoke financial strategies.Offer a full...


  • Abu Dhabi, Abu Dhabi, United Arab Emirates First Abu Dhabi Bank Full time

    JobPurpose: The AdvisoryRelationship Officer is responsible for supporting the Advisorybusiness by assisting with client onboarding managing investmentportfolios and ensuring smooth and efficient handling ofclientrelated documentation and service requests. The role requiresclose collaboration with Investment Advisors to ensure highqualityservice delivery...


  • Abu Dhabi, Abu Dhabi, United Arab Emirates Property Shop Investment LLC (PSI) Full time

    About Our TeamWe are a dynamic and innovative team at Property Shop Investment LLC (PSI), dedicated to excellence in the Real Estate industry. As a Property Solutions Expert, you will have the opportunity to contribute to the company's growth and success, while working in a fast-paced and challenging environment.Job ResponsibilitiesThe successful candidate...


  • Abu Dhabi, Abu Dhabi, United Arab Emirates Emirates Investment Authority Full time

    About the RoleWe are seeking a highly skilled Senior Private Equity Investment Professional to join our team as a Director of Investment Strategy. The successful candidate will be responsible for leading the development and implementation of investment strategies across various asset classes, including private equity, infrastructure, and natural...