Investment Advisor at I&M Bank

I&M Bank

  • Kenya
  • Permanent
  • Full-time
  • 7 days ago
I&M Bank is a wholly owned subsidiary of I&M Holdings Limited, a publicly quoted company at the Nairobi Securities Exchange (NSE). The bank possesses a rich heritage in banking.Investment AdvisorKEY 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.
BASIC QUALIFICATIONS:
  • Bachelors' degree in Economics, Finance or Business or related field
  • Achievement of all CMA qualification requirements including the CISI exam requirements.
  • 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.
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