Overview

Investment Advisor – I&M Capital Ltd – Wealth Management Services

PURPOSE:

The Job holder will assist the Manager of Wealth Management to enhance business growth, drive initiatives that increase client value and income for the unit.

 

KEY RESPONSIBILITIES:

Origination of advisory transactions.
Assist in the evaluation and processing of new investments for clients.
Liaising with the Manager 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.

 

SKILLS AND 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.

MODE OF APPLICATION

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About I&M Bank

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. Started in 1974, it evolved from a community financial institution to a publicly listed major regional commercial bank offering a full range of corporate and retail banking services, 35 branches in Kenya and international operations in 3 other countries. I&M Bank is a dominant player in the Kenyan market that has been consistently growing, and is innovative in terms of the type and range of products and services it offers. CDC Group plc, a development finance institution wholly owned by the government of the United Kingdom owns approximately 10.68% of I&M Holdings, the holding company of I&M Bank Ltd. In addition, I&M Bank has a technical support agreement with International Finance Corporation for staff training, product development and risk management. I&M Bank also enjoys medium term foreign currency credit facilities from European Development Financial Institutions - Proparco, DEG and FMO. I&M Bank’s international correspondent banks include major multinational banks such as Bank One Ltd, Citibank NA, CommerzBank AG, Deutsche Bank AG, ICICI Limited Mumbai, Mashreq Bank PLC, Standard Bank of South Africa and Standard Chartered Bank NY. I&M Bank’s international network includes Bank One Limited (Mauritius), I&M Bank Tanzania Limited and I&M Bank Rwanda Specialties Banking Services, Commercial Banking, Asset Finance, Mobile Banking, Internet Banking, Investment Management Services, Diaspora Banking, Credit / Debit / Prepaid cards, Wealth Management