Director- Insurance Advisor

Director
- Insurance Advisor

First Abu Dhabi Bank (FAB)

First Abu Dhabi Bank is an inclusive environment where each person values the experiences, perspectives, ideas and beliefs of others. We’re in a unique position to learn from all our colleagues, combining international experience with deep cultural knowledge and local expertise. At FAB, you’ll have the support of your team and a strong relationship with your line manager, who will trust you with responsibility and recognize your good performance.

As we embrace different ways of seeing the world, listening to each other and respecting different viewpoints, we grow stronger – together.

The Investment Advisor will provide investment-related services and investment expertise to First Abu Dhabi Bank Elite Banking clients.

The Investment Advisor will work closely with the Elite Relationship Managers, prospective clients and existing clients to ensure key deliverable services for the investment advisory business.

• Providing high-quality investment advice and recommendations utilizing a qualitative portfolio-based framework.
• Generating portfolio strategies and investment ideas tailored to clients’ risk profile and objectives, global market trends, and FAB in-house investment views and outlook.
• Performing client portfolio monitoring and portfolio reviews.
• Confidently conducting market update sessions internally and with end clients, and ensuring continuous compliance with the bank’s policies & procedures.

• Providing high-quality investment advisory services to Abu Dhabi-based Elite clients.
• Jointly working with relationship managers to meet and handle existing client relationships, creating new investment portfolios and actively monitoring and rebalancing existing ones by conducting portfolio reviews.
• Actively promoting investment opportunities across the full spectrum of asset classes in line with FAB’s investment outlook, strategy, clients’ risk profile and preferred strategy.
• Performing market updates to internal and external audiences and ensuring key daily market developments are understood and explained.
• Contributing to the Elite business financial budget, including investment sales and revenue targets, under a strict qualitative framework.
• Ensuring full-time compliance with the policies and procedures, rules and regulations of the advisory business, FAB, and external regulatory framework.
• Coordinating and facilitating internal trainings on investment related subjects when required.
• Actively sourcing new product ideas based on market trends, relationship manager and client feedback.
• Working on investment advisory related projects to enhance infrastructure and operational workflow, implementing changes that advance service levels.
• Participating in all operational matters related to the Investment Advisory business.

• At least 5 years of work experience in a similar environment.
• In-depth knowledge & understanding of global financial markets, macroeconomic trends and political/economic developments.
• In-depth knowledge & understanding of investment products (equities, bonds, mutual funds, structured notes, private equity, private credit and other alternatives).
• Can-do attitude with the ability to operate independently under tight deadlines and effectively manage multiple tasks with minimal guidance.
• Team player who can influence decision makers and build strong relationships with various internal and external stakeholders.
• Strong communication skills and attention to detail.
• Fluent in English. Arabic or other languages (e.g. Russian) are highly appreciated.

• Bachelor’s degree in Economics, Finance or a related field.
• CFA or Master’s degree in Finance/Economics required.

Seniority level: Not Applicable

Employment type: Full-time

Job function: Sales and Business Development

Industry: Banking