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 expertise to First Abu Dhabi Bank Elite Banking clients. The role involves working closely with Elite relationship managers, prospective clients, and existing clients to ensure key deliverable services for the Investment Advisory business.

• Providing high-quality investment advisory services to Abu Dhabi-based Elite clients.
• Jointly working with relationship managers to manage existing client relationships regarding the creation of new investment portfolios, as well as active monitoring and rebalancing of existing portfolios through portfolio reviews.
• Actively promoting investment opportunities across the full spectrum of asset classes in public and private markets, aligned with FAB’s investment outlook and client risk profiles.
• Conducting market updates to internal and external audiences, ensuring key daily market developments and their impacts are understood and clearly explained.
• Contributing to the Elite business financial budget, including investment sales and revenue targets, within a strict qualitative framework.
• Ensuring full compliance with the policies and procedures, rules and regulations of the advisory business, FAB, and external regulatory frameworks.
• Coordinating and facilitating internal trainings on investment-related subjects as required.back
• Actively sourcing new product ideas based on market trends, relationship manager and client feedback.
• Working on investment advisory-related projects aimed at enhancing infrastructure and operational workflow, implementing changes to raise 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 and understanding of global financial markets, macroeconomic trends, and political/economic developments.
• In-depth knowledge and understanding of investment products—including 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 internal and external stakeholders, including relationship managers, area managers/team leaders, end clients, subordinates, peers, and superiors.
• 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 a Master’s Degree in Finance/Economics is required.

• Not Applicable
putem>

Employment Type
• Full-time
Job Function
• Finance
• Banking