Head of Investment Advisory - Private Banking

Job Snapshot

Role:
Head of Investment Advisory
- Private Banking

Location:

Abu Dhabi, UAE

Industry: Banking

Function:
Investment Management

Experience:

At least 10 years

Job Type: Full Time

First Abu Dhabi Bank (FAB) is seeking a Head of Investment Advisory
- Private Banking for an on-site role in Abu Dhabi, UAE. The position combines leadership of the Investment Advisory teams in Abu Dhabi and Dubai with direct responsibility for advising select Private Banking and Key Client Group clients. The role requires extensive financial markets expertise, cross-asset investment knowledge, portfolio management capability, and strong people leadership to deliver investment solutions aligned with FAB 's investment views, client risk profiles, and individual investment objectives.

Country: UAE

City:
Abu Dhabi

Industry: Banking

Function:
Investment Management

Salary:
Not disclosed

Gender: No Preference

Candidate Nationality:
Not specified

Job Type: Full Time

Work Arrangement:
On-site

• Manage the Investment Advisory teams across Abu Dhabi and Dubai.
• Attract and retain experienced investment professionals.
• Lead the team while personally managing a portfolio of key clients.
• Support Investment Advisors in constructing portfolios aligned with FAB 's house view, client risk profiles, and investment objectives.
• Ensure investment advice is delivered appropriately and in accordance with applicable local regulations and international standards.
• Maintain current records of investment proposals and portfolio reviews.
• Provide leadership and guidance while supporting a high standard of investment advisory delivery.

Through the Investment Advisory team and through direct client engagement, provide complex, active cross-asset investment advisory services to selected Private Banking and Key Client Group clients.

• Work directly with clients on the ongoing management of their investment portfolios.
• Understand stated investment goals, objectives, and risk profiles when developing recommendations.
• Generate investment ideas reflecting market trends, client profiles, and FAB investment views.
• Deliver investment ideas to clients in a suitable and appropriate manner.
• Manage the execution and follow-up of Investment Advisory mandates in accordance with Bank policies and procedures.
• Conduct ongoing risk management and monitoring of advisory mandates.
• Recommend portfolio adjustments and rebalancing when appropriate.
• Monitor investment performance and identify changes required in portfolio structure.

The role requires a detailed understanding of global markets and multiple asset classes to support portfolio construction and active advisory decisions.

• Implement portfolio strategies using appropriate investment products from selected securities and Focus Lists.
• Tailor portfolios to individual client risk profiles and investment objectives.
• Identify and communicate material deviations between portfolios and agreed client profiles or objectives.
• Apply asset allocation, portfolio construction, and risk management principles to advisory portfolios.
• Promote appropriate investment opportunities across relevant asset classes in line with FAB investment views and Tactical Allocation.
• Participate in publishing and maintaining Focus Lists covering equities, fixed income, and managed investments.
• Support portfolio performance while remaining within each client 's investment objectives and profile.

• Partner with Coverage teams in acquiring and retaining Investment Advisory mandates.
• Present Investment Advisory services directly to selected Private Banking and Key Client Group clients.
• Maintain regular interaction…