Job Purpose:
The Job holder will assist the Assistant General Manager (AGM) – Investment Advisor –Wealth Management, to enhance business growth, drive initiatives that increase client value and income for the unit.
The role will be located in Mombasa, and the role holder will be responsible for business growth within the Coastal region of Kenya.
Key Responsibilities:
- Origination of advisory transactions.
- Assist in the evaluation and processing of new investments for clients.
- Liaising with the AGM Investment Advisor – Wealth Management and the team to ensure successful execution of client transactions.
- Assist in the preparation of investment strategies, annual plans and policies.
- Support in the communication of the wealth management philosophies, vision, process and delivery to team members, clients and prospective clients.
- Increase the visibility of the investment process both internally to investment partners and externally to clients, prospects and centre of influence.
- Develop, recommend and execute the investment objectives, risk tolerance and strategies for the client portfolio.
- Oversee settlement and portfolio reporting.
- Develop the Investment Policy Statement for clients and prospects.
- Prepare commentaries to be distributed to clients.
- Conduct and prepare due diligence reports for off-shore funds and managers for distribution internally and externally.
- Coordinating teams of professionals including accountants and lawyers as necessary for target transactions.
- Liaise with strategic partners in the execution of client transactions.
- Oversee the development and training of the team and manage time constraints and deadlines while ensuring a high level of quality on all transactions.
- Assist in any other administrative related assignments within the Company.
- Perform other job – related duties or special projects as assigned.
Academic Qualifications:
- Bachelor’s degree in economics, Finance or Business or related field.
- Achievement of all CMA qualification requirements including the CISI exam.
Work Experience:
- Minimum of 5 years’ experience in Wealth Management and or Investment Banking.
- Demonstrated experience in wealth management theory, associated investment strategies and instruments and characteristics of various marketplaces.
- Ability to prepare client and new business presentation material, including strong working knowledge of spreadsheet and presentation software.
Skills & Attributes:
- Exceptional analytical and quantitative background.
- Excellent written and verbal communication skills and solid research skills.
- Ability to find and contact potential clients, with ability to build (or utilize existing) extensive network of potential clients and referral sources.
- Outstanding interpersonal skills and ability to work across functions and levels of seniority.
- Initiative – must be a self-starter, able to work independently with drive and motivation.
- Prior experience in investment banking / wealth management and/or knowledge of the process and client expectations.