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.