Investment Advisor

About ADCB Corporate and Investment Banking

Join a workplace that values your unique contributions and supports your career growth. ADCB nurtures an inclusive and diverse environment where every voice matters. Our Corporate and Investment Banking Group serves over 40,000 commercial, corporate, and institutional clients with comprehensive solutions. Operating locally in the UAE and regionally in Egypt and Kazakhstan, we connect banking networks across the Middle East and North Africa. We provide support throughout your business journey, from account opening to IPOs.

Key Responsibilities

• Collaborate with Relationship Managers to identify and approach potential clients for Investment Advisory mandates, including client book analysis, pitching, and prospecting support.
• Conduct thorough client assessments after onboarding, evaluating their knowledge, experience, risk tolerance, and investment goals to craft an Investment Policy Statement guiding advisory actions.
• Offer investment recommendations aligned with the IPS to help clients meet their financial objectives, ensuring compliance with regulatory standards, suitability, and client constraints.
• Expand assets under advice and increase revenue by converting prospects and deepening relationships with existing clients.
• Follow all organizational and departmental procedures, policies, and operational instructions to maintain consistent service quality and standards.
• Practice self-management in line with the bank’s people management frameworks to optimize personal contributions to business outcomes.
• Exhibit excellence in customer service by adhering to ADCB’s Promise and Service Standards in all interactions.

Candidate Profile

• Minimum seven years of private banking or asset management experience as an investment advisor or portfolio manager.
• Preferably holds a bachelor's degree in finance, economics, or related field.
• Chartered Financial Analyst (CFA) certification or equivalent is advantageous.
• Strong expertise in financial markets and portfolio construction.
• Skilled in relationship management and clear client communication.
• Proficiency with Bloomberg terminal.

Benefits and Work Environment

• A comprehensive benefits package featuring market-leading medical coverage, group life and personal accident insurance, paid leave with airfare, employee preferential loan rates, staff discounts, and educational support for children at certain levels.
• Flexible and remote working opportunities tailored to job role and eligibility.
• Access to various learning and development programs including instructor-led courses, e-learning options, on-the-job training, and professional growth initiatives.

ADCB is committed to fostering a respectful, caring, and disciplined workplace aligned with your career aspirations.