Dec 27, 2017

Banking Careers - Investment Advisor (Private Banking) - Abu Dhabi Commercial Bank (ADCB)

  • Abu Dhabi Commercial Bank (ADCB)
  • Abu Dhabi - United Arab Emirates
Full time Banking and Financial Services Jobs Management and Executive Jobs

Job Description


Job Title:  Investment Advisor (Private Banking)

Company Name: Abu Dhabi Commercial Bank (ADCB)

Location: Abu Dhabi, United Arab Emirates (UAE)


Job Summary: The Investment Advisor (Private Banking) will provide ADCB clients with world class investment advice and services in order to support the achievement of Private Clients revenue targets


Key Duties and Responsibilities:

  • Investment Ideas and Advice: Develop new investment ideas and provide advice and guidance to Consumer Banking Private Clients colleagues and external clients in order to generate wealth/investment returns for client positions
  • Market Research and Analysis: Conduct market research and analyse market data in order to understand business and economic cycles and forecasts of asset classes
  • Sourcing and Structuring Investment Solutions: Work closely with external parties to source and structure investment products in order to offer tailored investment products to private clients
  • Portfolio Management: In the absence of the department head, make buy/sell decisions on investment portfolios to ensure continuity of portfolio management
  • Policies, Processes, Systems and Procedures: Adhere to all relevant organisational and departmental policies, processes, standard operating procedures and instructions so that work is carried out to the required standard and in a consistent manner while delivering the required standard of service to customers and stakeholders
  • Self-Management: Manage self in line with the bank’s people management policies, procedures, processes and practices to ensure adherence and to maximise own contribution to business performance
  • Customer Service: Demonstrate Our Promise and apply the ADCB Service Standards to deliver the bank’s required levels of service in all internal and external customer interactions


Qualifications, Skills and Experience: 

  • The ideal candidate should preferably hold a Bachelor’s Degree in Finance or Economics
  • CFA or equivalent
  • At least 10 years of experience in private banking or asset management in an investment advisor or portfolio manager
  • Extensive knowledge and understanding of financial markets, drivers and instruments, economics and forecasting
  • A good mix of relationship management skills and strong technical knowledge
  • Ability to articulate technical information in a simple and understandable way for clients
  • Written and spoken Arabic

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