Associate Director, Investment Advisor, Wealth Management

The Investment Advisor provides support to the Relationship Managers and their clients to meet the client’s desired investment objectives and increase bank’s share of wallet. The Investment Advisor plays a key role in providing the bank’s house views on markets and products and providing clients with investment solutions in line with their investment objectives and risk profile. The Investment Advisor helps in liaising with the product managers within the Wealth Management Product team on a regular basis to discuss client requirements and to ensure flow of product and market knowledge.

• Understanding of Financial Markets
• Approach to Advisory & Financial Planning
• Understanding of Asset Allocation & Portfolio Construction
• Product Knowledge – Mutual Funds, Bonds, FX, Alternatives, Insurance, Leverage & Overdraft, Equities, Alternatives, Commodities, Derivatives, Structured Notes and Cross Currency Lending
• Communication Skills
• Analytical and Computing Skills

Education Minimum Undergraduate
Certifications CFA, CFP, PFP, CAIA, FRM OR CMT is preferred but not mandatory
Languages English is mandatory and Arabic will be an added advantage

We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.

Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.

Together we:

• Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
• Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
• Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term

In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.

• Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
• Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
• Flexible working options based around home and office locations, with flexible working patterns.
• Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
• A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
• Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.