Executive Director & Head of Investment Advisory

Participate in publishing/maintaining Focus Lists on equities, fixed income and managed investments.

On the management of IA Mandates by the Investment Advisory Team:

• Ensure that the team’s portfolios are tailored to client’s risk profiles and objectives / communicate to client any deviation.
• Ensure that relevant process is followed when marketing investment solutions and that each relevant policy is respected.
• Ensure the proper processing of client’s instructions from idea sharing to booking a trade.
• Actively manage risk/investments’ performance and suggest required changes in portfolio structure to clients.
• Suggest portfolio rebalancing as appropriate.

Though proactively leading the Team:

• Ensure the maintenance of up-to-date records of Investment proposals and portfolio reviews.
• Implement portfolio strategies by choosing the appropriate investment products among the list of selected securities (Focus List).
• Maximise the performance of portfolios in adherence with the client’s investment objectives and profile.
• Proactive partner with Relationship Managers in Business Development activities by preparing and delivering client pitches, providing portfolio advice at client meetings and resolving client investment related issues.
• Actively promote investment opportunities across the full spectrum of asset classes in line with FAB investment views and Tactical Allocation whilst monitoring the investments of advisory clients.

REQUIREMENTS / QUALIFICATIONS

• Excellent knowledge of the financial markets and financial tools.
• Deep understanding of the global economy and capital markets, equity and fixed income analysis, asset allocation, portfolio construction and risk management for client portfolios, and solid analytic and communication skills.
• Solid understanding of investments business, asset classes, fund structures and investment processes.
• Knowledge of and experience in products sourcing, and management in the investment industry.
• Experience in various asset classes.
• Team player with a positive attitude.
• Ability to work to tight deadlines.
• Excellent communication skills (verbal and written).
• Bachelor’s Degree in Business, Finance and or Master’s Degree or an industry qualification.
• At least 10+ years of experience in a similar environment.
• CPA/CFA or equivalent will be an advantage.

Skills

• Excellent knowledge of the financial markets and financial tools.
• Deep understanding of the global economy and capital markets.
• Equity and fixed income analysis.
• Asset allocation.
• Portfolio construction.
• Risk management for client portfolios.
• Solid analytic and communication skills.
• Strong inter-personal skills sets and people management skills.
• Experience in various asset classes.
• Team player with a positive attitude.
• Ability to work to tight deadlines.
• Excellent communication skills (verbal and written).

Source: First Abu Dhabi Bank careers page