Investment Advisor - (Private Banking)

JOB PURPOSE

• To provide ADCB clients with world class investment advice and services in order to support the achievement of Private Clients revenue targets

ACCOUNTABILITIES

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

• Liaise 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

EXPERIENCE, QUALIFICATIONS & COMPETENCIES

Minimum Experience

• At least 10 years of experience in private banking or asset management in an investment advisor or portfolio manager

Minimum Qualifications

• Bachelor’s Degree in Finance or Economics

• Professional Qualifications

• CFA or equivalent

Knowledge and Skills

• 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