Investment Advisor

Abu Dhabi Commercial Bank - Abu Dhabi - This role is to focus on supporting a team of Relationship Managers and Private Bankers in advising clients on their investment portfolios. The clients' investment portfolio may be managed on a discretionary basis or, on an advisory basis. JOB PURPOSE Reporting to the Head of Portfolio Management, the Investment Advisor will provide independent opinion on the quality of clients investment portfolio and be responsible for advising HNI/UHNI clients on investments. The Investment Advisor will establish and access clients risk appetite, return objectives, investment preference, advise clients and monitor their portfolios on a regular basis. The investment advisor will be involved in pitching new investment mandates or updating clients on their existing investment portfolios. The investment advisor will aid in ensuring trade ideas, investment recommendations and products are suitable and appropriate for individual client portfolios. This role entails researching, analysing and apprais...



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