Senior Investment Advisor

Senior Investment Advisor

Embark on a journey where your unique contributions are celebrated, and your professional growth is embraced. At ADCB, we nurture a diverse, inclusive community where every voice is valued.

About the business area

Private Banking provides high-net-worth clients with an end-to-end banking service to help manage their full banking and investment needs effectively. Our dedicated bankers provide a wide variety of solutions to meet clients’ investment and borrowing requirements, including complex and bespoke loan structuring. Wealth preservation requirements are addressed through a comprehensive wealth planning solution, tailored to individual needs

We are actively seeking an ambitious professional to join our Private Banking team at ADCB to work alongside passionate colleagues who share your ambition to redefine excellence in UAE banking.

• To provide consulting and advice to ADCB clients, providing them with world class specialist investment advice and services, researching the marketplace and recommending the most appropriate products and services available in order to help Private Clients reach their financial goals sooner by providing strategies and ways support the achievement of agreed revenue targets
• Review financial statements from investment firms to ensure accuracy and compliance with regulations
• Manage the development of new investment ideas, providing advice and guidance to Private Banking Clients, colleagues and external clients in order to generate wealth/investment returns for client positions
• Review financial statements from investment firms to ensure accuracy and compliance with regulations Oversee financial market research completed, analysing the market data produced, reporting on business, economic cycles and forecasts of asset classes in order advise on trends and potential investment areas
• Liaise with external parties to source and structure investment products in order to offer tailored investment products to private clients
• Estimate how much income a client will receive from an investment over time, based on interest rates, dividends, and other factors in order to provide advice and financial solutions to Private Banking Clients that meet clients’ needs
• Make buy/sell decisions on investment portfolios to ensure provide Private Banking Clients with financial planning services and continuity of portfolio management
• Manage self and team in line with ADCB’s people management policies, procedures, processes and practices to ensure adherence and to maximise own and employee contribution to business performance
• Manage the effective achievement of the team’s objectives through setting individual objectives, managing performance, developing the team and providing formal and informal feedback to maximise overall performance, engagement and motivation