Investment Advisor Elite Banking – First Abu Dhabi Bank – Abu Dhabi, UAE
Posted date [2026-02-07]
(ID: 41460)
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As the largest bank in the UAE, FAB has taken decisive steps as a regional pacesetter in the financial industry to bind both ambition and action together to accelerate the pace of positive environmental change. As the first bank in the MENA region to have committed to a target of net-zero emissions by 2050, we're making advances across our own operations in addition to walking alongside our clients as their strategic partner to ensure they can achieve their climate goals.... |
Investment Advisor Elite Banking – First Abu Dhabi Bank – Abu Dhabi, UAE
Position Overview
The Investment Advisor Elite Banking role at First Abu Dhabi Bank in Abu Dhabi is responsible for delivering high-quality investment advisory services to Elite Banking clients. The role focuses on portfolio construction, investment strategy, market insights, and ongoing portfolio monitoring in close collaboration with Elite Relationship Managers.
Job Details
Country: UAE
City: Abu Dhabi
Industry: Banking
Function: Investment Management
Salary: 25000–35000 monthly (Market estimated)
Gender: Any
Candidate Nationality: Any
Job Type: Full-time
Key Responsibilities
* Provide investment advisory services to Abu Dhabi based Elite Banking clients
* Deliver tailored investment advice using a qualitative portfolio-based framework
* Generate portfolio strategies aligned with client risk profiles, objectives, and FAB investment outlook
* Monitor client portfolios and conduct regular portfolio reviews and rebalancing
* Work closely with Elite Relationship Managers to support new and existing client relationships
* Promote investment opportunities across public and private asset classes in line with client strategy
* Conduct internal and client-facing market update sessions explaining key market developments
* Contribute to Elite Banking investment revenue and sales targets within advisory guidelines
* Ensure continuous compliance with FAB policies, procedures, and regulatory requirements
* Coordinate and support internal investment-related training sessions
* Source new investment product ideas based on market trends and client feedback
* Participate in investment advisory projects to enhance processes, infrastructure, and service quality
* Support operational activities related to the Investment Advisory business
Candidate Requirements
* Bachelor’s degree in finance, economics, or a related field
* CFA or Master’s degree in finance or economics
* Minimum 5 years of experience in investment advisory or wealth management
* Strong understanding of global financial markets, macroeconomic trends, and geopolitical developments
* In-depth knowledge of investment products including equities, fixed income, funds, structured products, and alternatives
* Strong communication skills with high attention to detail
* Ability to work independently under tight deadlines and manage multiple priorities
* Strong stakeholder management and relationship-building skills
* Fluency in English
* Arabic or additional languages such as Russian is an advantage
Why Join Us
* Client-facing advisory role within the UAE’s largest banking group
* Exposure to sophisticated Elite Banking client portfolios
* Strong collaboration with experienced relationship managers
* Performance-driven environment with professional growth opportunities
* Competitive compensation aligned with expertise and responsibility
About the Company
First Abu Dhabi Bank is the UAE’s largest and global bank, offering a comprehensive range of corporate, investment, personal, and wealth banking solutions. Headquartered in Abu Dhabi, FAB combines international reach with deep local expertise to deliver trusted financial advice and long-term value to clients across regional and global markets.
Position Overview
The Investment Advisor Elite Banking role at First Abu Dhabi Bank in Abu Dhabi is responsible for delivering high-quality investment advisory services to Elite Banking clients. The role focuses on portfolio construction, investment strategy, market insights, and ongoing portfolio monitoring in close collaboration with Elite Relationship Managers.
Job Details
Country: UAE
City: Abu Dhabi
Industry: Banking
Function: Investment Management
Salary: 25000–35000 monthly (Market estimated)
Gender: Any
Candidate Nationality: Any
Job Type: Full-time
Key Responsibilities
* Provide investment advisory services to Abu Dhabi based Elite Banking clients
* Deliver tailored investment advice using a qualitative portfolio-based framework
* Generate portfolio strategies aligned with client risk profiles, objectives, and FAB investment outlook
* Monitor client portfolios and conduct regular portfolio reviews and rebalancing
* Work closely with Elite Relationship Managers to support new and existing client relationships
* Promote investment opportunities across public and private asset classes in line with client strategy
* Conduct internal and client-facing market update sessions explaining key market developments
* Contribute to Elite Banking investment revenue and sales targets within advisory guidelines
* Ensure continuous compliance with FAB policies, procedures, and regulatory requirements
* Coordinate and support internal investment-related training sessions
* Source new investment product ideas based on market trends and client feedback
* Participate in investment advisory projects to enhance processes, infrastructure, and service quality
* Support operational activities related to the Investment Advisory business
Candidate Requirements
* Bachelor’s degree in finance, economics, or a related field
* CFA or Master’s degree in finance or economics
* Minimum 5 years of experience in investment advisory or wealth management
* Strong understanding of global financial markets, macroeconomic trends, and geopolitical developments
* In-depth knowledge of investment products including equities, fixed income, funds, structured products, and alternatives
* Strong communication skills with high attention to detail
* Ability to work independently under tight deadlines and manage multiple priorities
* Strong stakeholder management and relationship-building skills
* Fluency in English
* Arabic or additional languages such as Russian is an advantage
Why Join Us
* Client-facing advisory role within the UAE’s largest banking group
* Exposure to sophisticated Elite Banking client portfolios
* Strong collaboration with experienced relationship managers
* Performance-driven environment with professional growth opportunities
* Competitive compensation aligned with expertise and responsibility
About the Company
First Abu Dhabi Bank is the UAE’s largest and global bank, offering a comprehensive range of corporate, investment, personal, and wealth banking solutions. Headquartered in Abu Dhabi, FAB combines international reach with deep local expertise to deliver trusted financial advice and long-term value to clients across regional and global markets.
