وصف الوظيفة
Role Overview
Executive Director, Investment Solutions at First Abu Dhabi Bank (FAB), based in Abu Dhabi. The role manages the investment solutions business and services offered to FAB Private Banking and Key Clients Group clients.
Company Overview
The investment solutions business forms an integral and essential part of Elite and Private Banking offerings to First Abu Dhabi Bank Private Banking and Key Clients.
Role Purpose
To enhance and grow the investment solutions business value proposition while providing comprehensive investment analysis, portfolio management, and advisory services to Private Banking and Key Client Group clients across the UAE and international jurisdictions.
Key Responsibilities
Business Development & Growth
- Enhance the investment solutions business value proposition and actively promote business development in the UAE and international jurisdictions.
- Direct contribution and commitment to growth of the solutions business financial budget and investment sales.
- Grow the number of advisory clients, assets under management (AUM), revenues and fees generation, and return on assets.
- Ensure key business targets and deliverables are met throughout the budget year.
- Source potential new investment ideas based on market trends, relationship manager feedback, and client feedback.
- Actively promote investment opportunities across the full spectrum of asset classes and investment solutions in line with FAB's investment outlook and strategy.
Investment Analysis & Advisory Services
- Provide the full spectrum of the investment solutions process to clients.
- Conduct macro and micro analysis of global markets, asset classes, and investment trends.
- Provide investment solutions, investment research, security selection, and recommendations.
- Manage the full life cycle of client portfolios: construction, implementation, analysis, and management.
Client Relationship Management
- Directly handle existing client relationships regarding all investments, strategies, and portfolio management related services.
- Manage client portfolio construction, management, monitoring, rebalancing, and other portfolio related services.
- Pro-active engagement and disciplined approach with segment heads, team leaders, private bankers, and advisory clients.
Compliance & Governance
- Ensure full time compliance with the policies and procedures, rules and regulations of the advisory business, FAB, and external regulatory framework.
Operations & Infrastructure
- Participate in all operational matters related to the investment solutions business.
- Work on various investment solutions related projects targeted to enhance the infrastructure and operational workflow of the advisory business.
- Implement changes that drive the investment advisory service level forward to the next level.
- Coordinate and facilitate investment advisory training where required.
Delegation
- Execute responsibilities as delegated by the Global Head of Products & Services – E&PB and the Head of Investment Advisory.
Qualifications & Experience
- At least 15 years of experience in a similar environment.
- Excellent technical background in delivering investment propositions, research, and recommendations.
- In-depth knowledge of global markets, macro and micro trends, portfolio construction, portfolio implementation, and portfolio management.
- Bachelor's degree in business, finance, or a related field.
Skills & Competencies
- CAN-DO attitude with ability to operate independently under tight deadlines.
- Effectively manage multiple tasks with minimal guidance.
- Team player with ability to build strong relationships at various levels including private bankers, clients, team subordinates, peers, and superiors.
- Strong communication and inter-personal skills.
- Attention to detail.
- Fluent in English; Arabic and other languages highly appreciated.
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