Investment Advisor Private Coverage

Role : Investment Advisor Private Coverage
Location : Abu Dhabi

Role Purpose:

Manage fixed income portfolios research and promote various investment vehicles for HNWI client.

• To grow AUM base for Private Banking clients while ensuring to assist relationship managers in offering best in class integrated investment opportunities generating fee income to enhance the ROAE business ratio in line with international best practice
• Responsible to develop & launch investment products articulated in PB strategy and provide the world class service standards
• To Identify client investment needs with the ability to spot opportunities offer bespoke investment solution
• cultivating and tracking of investment performance that meets clients expectations in accordance with PBG investment strategy.
  
  Key Accountabilities of the role
  
  
• Maintaincontroloverthecreditclientportfoliotoensurethatalldocumentationis properlycompletedcomplyingwithbankpolicies&procedures.
• Develop & deliver bespoke investment opportunities and providesolutionstoPrivate Banking clientsbasedon a complete understanding of the ADIBsinvestmentoutlook across asset classes andinvestmentstrategies andpropositions.
• Meet/Interactregularly with clients toreviewtheir investmentportfolios performance andrisks;discusseconomic&markettrendstopresentappropriateinvestmentsolutions.
• Responsiblefor understanding eachclientscurrentand longterm financial and personalsituationandgoalspriortocompletetheinvestmentprofilingwithRM.
• Responsiblefor thedevelopmentof marketing & pitch materialsfor client communicationbackedbyextensiveresearchtoensureoutstandingfinancialmodellingaptitude&competencyinfinancialanalysis.
• Monitorperformanceof currentinvestmentsagainstthebudgeted targetsandoffer strategiesforobtaining maximumROIand profitability.
• WorkwithRMstodesignandimplementassetallocationstrategiesandfinancialplans forclientsthatmeettheiruniquecircumstancesrisktolerancegoalsandobjectives.
• EvaluatetheinvestmentadvisorybusinessmodelatPrivateBankingassessinvestment productsandservices offered throughtheADIB product platforms andlookfor waysto improvelong-term profitabilityandcustomerexperience.
• Ensureaclearunderstandingoftheinvestmentadvisoryroleandpromotethisamong teammembers andstakeholders.
• Responsible forthesecuringandmanagingtheInvestmentpipelineandplayingan integralroleinclientfundraising/placementofinvestmentofferings.
• Ensure adherencetoall governance standards and policies applicabletoInvestment Advisory Team and suitability process.
• Adherencetoconsumerprotectionregulationswhileclientengagement.
• Contributetowardsachieving thePrivateBanking Groupsfinancials & promotethe Fee /recurringincomegeneration withoutthereliance oncapitalutilization.
• PerformqualitycheckingonclientformsreceivedbyRM/Clientstoensureaccuracy&disciplinefor client documentation.
• Completionofassignedtasksefficientlyinatimelymanner&adheretointernal/externalturn-around-time/timelines.
• Buildsastrongandlong-termrelationshipwithclientsandexternal counterparties/investmenthousespresentations videos and case studie

Specialist Skills / Technical Knowledge Required for this role:

• Minimum8-10yearsindustryexperiencepreferablyinprivatebanking&wealthmanagement.
• BachelorsdegreewithMBAisrequired(preferably CFA) or equivalentFinance Business or analytical degreeis required.
• A soundunderstandingoftheend-to-endadvisoryprocessintheprivateclientandinstitutionalmarkets.and implementationstructuressurroundingtheadvisoryprocesseswillbeamajoradvantage.
• Excellent understanding offinancialplanning &relateto differentmarketsriskstoanalyzeinvestmenttypes.

Strongcommunicationarticulationskillsandprofessionalismtoinfluenceclientbehaviorsbyestablishingrapport &trust.

• Goodunderstandingofinvestmentproductsandsolutionstexperienceisamustlo guideandadviseclientsontheirinvestmentsstrategyandExcellentunderstandingofportfoliotheoryandasset allocation.
• Flexible & client centric under pressurepossess excellenttimemanagementskillsself-motivatedtoexceed targets &objectiveswith Strongfundamental&technicalanalysis with proven investment advisorytrackrecord.

Internationalbanks work experience & exposure to corporate advisory&complex transactionsis advantageous tothisStronganalytical problem solvingjudgment skillshigh energyandcommitmentleve.

• University/Post degreepreferablyinFinance Banking or BusinessAdministrationGoodknowledge of legal/ShariaissuesrelatedtoinvestmentproductsinadditiontoPresentationskills&networkingskills.
• Athinker whocan quickly and accurately evaluate and analyzecompanies and financial information.