First Abu Dhabi Bank is an inclusive environment where each person values the experiences, perspectives, ideas and beliefs of others. We’re in a unique position to learn from all our colleagues, combining international experience with deep cultural knowledge and local expertise. At FAB, you’ll have the support of your team and a strong relationship with your line manager, who will trust you with responsibility and recognize your good performance. As we embrace different ways of seeing the world, listening to each other and respecting different viewpoints, we grow stronger – together

Job Description

The provision of complex cross-asset class active Investment Advisory (IA) services directly to select clients of the Private Banking and Key Client Group segments. This includes, but is not limited to:

  • Working on a day to day basis directly with clients to advise them on the management of their investment portfolios in line with their stated goals and investment objectives
  • The generation of investment ideas tailored to market trends, customer profile and FAB investment views and the delivery of those ideas to clients in a suitable and appropriate manner
  • Robust and detailed portfolio management, execution and follow-up of IA mandates, in adherence with the Bank’s policies & procedures.
  • The performance of day-to-day risk management/monitoring of IA mandates.

Partner with Relationship Managers in the acquisition and retention of new IA mandates. This includes, but is not limited to:

  • Pitching IA services directly to select clients of the Private Banking and Key Clients Group
  • Daily interaction with clients on their portfolio and the resolution of an client related issues in the management of the client’s investment assets
  • Taking a holistic view of the overall investment relationship across Advisory, Discretionary and Execution only portfolios
  • Participate in publishing/maintaining Focus Lists on equities, fixed income and managed investments.


  • 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)


0 - 0 AED

Monthly based


Abu Dhabi Emirate , United Arab Emirates

Job Overview
Job Posted:
3 months ago
Job Type
Full Time
Job Role
Bachelor Degree
2 Years
Total Vacancies

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Abu Dhabi Emirate , United Arab Emirates