Senior Investment Advisor

Job Description

JOB DESCRIPTIONRole: Senior Investment AdvisorLocation:Abu DhabiRole Purpose:

• Manage fixed income portfolios, research and promote various investment vehicles for HNWI client.
• To grow AUM base for Private Banking clients while ensuring to assist relationship managers in offering best in-class integrated investment opportunities generating fee income to enhance the ROAE business ratio in line with international bestpractice.
• Responsible to develop & launch investment products articulated in PB strategy and provide the world class service standards.
• To Identify client investment needs with the ability to spot opportunities, offer bespoke investment solution, cultivating and tracking of investment performance that meets clients expectations in accordance with PBG investment Strategy.

• Maintain control over the credit client portfolio to ensure that all documentation isproperly completed complying with bank policies &procedures.
• Develop & deliver bespoke investment opportunities and provide solutions to Private Banking clients based on a complete understanding of the ADIBs investment outlook across asset classes and investment strategies andpropositions.
• Meet/Interact regularly with clients to review their investment portfolios performance and risks discuss economic & market trends to present appropriate investmentsolutions.
• Responsible for understanding each clients current and long term financial and personal situation and goals prior to complete the investment profiling withRM.
• Responsible for the development of marketing & pitch materials for client communication backed by extensive research to ensure outstanding financial modelling aptitude & competency in financialanalysis.
• Monitor performance of current investments against the budgeted targets and offer strategies for obtaining maximum ROI andprofitability.
• Work with RMs 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 customerexperience.
• Ensure a clear understanding of the investment advisory role and promote this among team members andstakeholders.
• Responsible for the securing and managing the Investment pipeline and playing an integral role in client fund raising/placement of investmentofferings.
• Ensure adherence to all governance standards and policies applicable to Investment Advisory Team and suitabilityprocess.
• Adherence to consumer protection regulations while client engagement
• Contribute towards achieving the Private Banking Groups financials & promote the Fee/recurring income generation without the reliance on capitalutilization.
• Perform quality checking on client forms received by RM/Clients to ensure accuracy & discipline for clientdocumentation.
• Completion of assigned tasks efficiently in a timely manner & adhere to internal/external turn-around-time/timelines.
• Builds a strong and long-term relationship with clients and external counterparties/investmenthouses.

• Minimum 8-10 years industry experience preferably in private banking & wealth management
• Bachelors degree with MBA is required (preferably CFA), or equivalent Finance, Business or analytical degree isrequired.
• A sound understanding of the end-to-end advisory process in the private client and institutional markets, and the implementation structures surrounding the advisory processes will be a majoradvantage.
• Excellent understanding of financial planning & relate to different markets risks to analyze investment types.
• Strong communication, articulation skills andprofessionalism, to influence client behaviors by establishing rapport &trust.
• Good understanding of investment products and solutions across asset classes. Market experience is a must to guide and advise clients on their investmentsstrategy and Excellent understanding of portfolio theory and assetallocation.
• Flexible & client centric under pressure, possess excellent time management skills, self-motivated to exceed targets & objectives with Strong fundamental & technical analysis with proven investment advisory trackrecord.
• International banks work experience & exposure to corporate advisory & complex transactions is advantageous to this Strong analytical, problem solving, judgment skills, high energy and commitmentlevel.
• University/Post degree, preferably in Finance, Banking or Business Administration Good knowledge of legal/Sharia issues related to investment products in addition to Presentation skills & networkingskills.
• A thinker who can quickly and accurately evaluate and analyze companies and financialinformation.

Keyskills :

About Company

Abu Dhabi Islamic Bank PJSC (Arabic: مصرف أبوظبي الإسلامي) is an Islamic bank based in Abu Dhabi city, in the United Arab Emirates.