Career Bridge Job Site

Manager, Investments

Kenya        Banking, Finance & Insurance
Closing in 13 Days
Career Bridge Job Site

Job Description

Roles & Responsibilities

Provide specialist product agnostic investment support and execution to clients and frontline teams to meet clients’ investment objectives and feedback to ensure provision of best solution. Liaise with product specialists across a range of investment asset classes to discuss client requirements and feedback to ensure provision of best solutions. Provide portfolio analysis and liaise with Clients on own portfolio to feedback on portfolio performance and seek opportunity to cross sell and deepen wallet share.
 

Qualifications

Minimum Qualifications

  • A Degree holder from a recognized University (min – 2nd class upper or equivalent).
  • A Master’s degree and ATS/CISI certification will be an added advantage.

Experience Required

  • 10 years plus of operational/Sales / Portfolio Management / Investment Advisory experience in a securities business or other financial intermediary.
  • 5 years plus banking experience, preferably dealing with affluent clients  in a portfolio context.
  • Experience in upholding the highest levels of service.

Competencies

Behavioral Competencies:

  • Challenging Ideas
  • Convincing People
  • Developing Strategies
  • Documenting Facts
  • Examining Information

Technical Competencies:

  • Client Business Case
  • Deal Appraisal
  • Exception Handling
  • International Market Knowledge
  • Product Development
DISCLAIMER: 

Career Bridge Limited wishes to inform all applicants that we DO NOT CHARGE ANY FEE at any stage of the recruitment process. This includes the application, interview meeting, or processing stages.

Beware of fraudulent individuals or entities claiming to represent Career Bridge and asking for payment to facilitate recruitment. Career Bridge does not concern itself with information related to applicants' bank accounts.

If you encounter any suspicious activities or requests for payment, please report them immediately to info@careerbridgejobs.com to ensure a secure and transparent recruitment process.

We are committed to providing a fair, ethical, and merit-based recruitment process for all applicants.

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Africa is our home; we drive her growth. At the heart of this commitment lies a purpose-driven journey as a comprehensive financial partner for our clients. We go beyond providing banking, insurance, and asset management services to individuals, businesses, institutions, and corporations in Africa and abroad, shaping a future where growth knows no limits.

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apply for Manager, Investments

Kenya        Banking, Finance & Insurance