Job description

The role provides investment advisory services to Elite Banking clients at First Abu Dhabi Bank, delivering tailored portfolio strategies and investment recommendations using a qualitative portfolio-based framework aligned with clients’ risk profiles, objectives, market trends, and FAB’s in-house investment outlook. Responsibilities include generating investment ideas across public and private markets, performing client portfolio monitoring, conducting portfolio reviews, participating in market update sessions internally and with clients, and contributing to financial budget targets within a regulated environment. The role requires in-depth knowledge of global financial markets, macroeconomic developments, and a wide spectrum of investment products including equities, bonds, mutual funds, structured notes, private equity, private credit, and other alternatives. It involves collaborating with relationship managers to build new investment portfolios, rebalance existing ones, and promote investment opportunities aligned with the bank’s strategy. Additional duties include sourcing new product ideas, coordinating internal training, supporting advisory-related projects to improve operational infrastructure, and ensuring strict compliance with FAB’s policies, procedures, and regulatory requirements.