Investment Advisor - (Arabic Speaker)

  • Competitive
  • Abu Dhabi, United Arab Emirates
  • Permanent, Full time
  • Abu Dhabi Commercial Bank
  • 24 Nov 17 2017-11-24

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