Savings and Investment Officer

at Parapet Cleaning Services (Uganda) Limited
Location Kampala, Uganda
Date Posted February 1, 2025
Category Accounting
Finance
Job Type Full-time
Currency UGX

Description

Job Summary

The Savings and Investment Officer will be responsible for mobilizing new clients, providing financial advisory services, and developing savings and investment strategies. The role requires strong analytical skills, customer relationship management, and market research abilities.

  • Minimum Qualification : Diploma
  • Experience Level : No Experience
  • Experience Length : No Experience/Less than 1 year

Job Description/Requirements

Location: Fort Portal, Uganda

Company: Yopsa Microfinance

Employment Type: Graduate Trainee (3 Months)

Job Overview:

The Savings and Investment Officer will be responsible for mobilizing new clients, providing financial advisory services, and developing savings and investment strategies. The role requires strong analytical skills, customer relationship management, and market research abilities.

Key Responsibilities:

  • Mobilize and onboard new savings and investment clients.
  • Provide financial advisory services tailored to client needs.
  • Develop and implement savings and investment strategies.
  • Maintain accurate records of client investments and savings.
  • Conduct market research to identify new business opportunities.
  • Ensure compliance with savings and investment policies and regulations.

Requirements:

  • Recent graduate (2022 to date) with a degree or diploma in Business, Finance, Accounting, Marketing, or a related field.
  • Strong financial analysis and market research skills.
  • Excellent communication and customer relationship management abilities.
  • Ability to work independently and proactively.
  • Passionate about financial services and investment growth.


Program Details:

  • Duration: 3 Months Graduate Trainee Program.
  • Location: Fort Portal, Uganda.
  • Retention: Best performers will be considered for permanent positions.
  • Remuneration: Unpaid training program with a stipend provided for basic expenses.
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