Job Title:  Investment Advisor

Organisation: I&M Bank Uganda

Duty Station: Kampala, Uganda

Reports to: Country Manager/ Head Investment Advisor

About Organisation:

I&M Bank is a leading banking and  insurance group in Eastern Africa with a presence in Kenya, Mauritius, Rwanda, Tanzania and Uganda. I&M Bank Uganda is a commercial bank headquartered at Kampala Road plot 6/6A with a growing regional presence.  The Bank offers a wide range of commercial banking and financial products and services, and prides itself on introducing innovative products and services based on the needs of its customers.

Job Summary: The Job holder will assist the Country Manager/ Head Investment Advisor – Wealth Management to enhance business growth, drive initiatives that increase client value and income for the unit.

Key Duties and Responsibilities:

• • Origination of advisory transactions.
  • Assist in the evaluation and processing of new investments for clients.
  • Liaising with the Country Manager/ Head 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.
  • Assist in development of Investment Policy Statement for clients and prospects.
  • Prepare commentaries to be distributed to clients.
  • Conduct and prepare due diligence reports for offshore 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 by with the Country Manager/ Head Investment Advisor.

Qualifications, Skills and Experience:

• Bachelor’s degree in economics, Finance or Business or related field
• Achievement of all CMA qualification requirements including the CISI exam requirements.

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.

Key Required Competencies & Skills

• 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.

Note: Only shortlisted candidates will be contacted