Summary
Date Posted: Wednesday, February 15, 2023 , Base Salary: Not Disclosed

JOB DETAILS:


The Position:
The role holder will provide Specialist Investment advice to clients and relationship managers to meet Clients’ desired investments needs and give feedback to ensure provision of best solution.

Key Responsibilities:
• Investment Advisory: Provide advice on quality of clients existing portfolio based on sound assets allocation principles. Understand client risk appetite, investment preference and return expectation through consultation with Client Advisor and indirect client meeting.
• Market Development: Drive the expansion of the Wealth Business by identifying and developing new areas of growth.
• Competitor Analysis: Act as sounding board for competitor Investment proposals by providing timely analysis of market and product information. Review client investment portfolios on an annual basis. Educate client on new product ideas.
• Solution Generation: Provision of relevant investment solutions given client needs/objectives. Understand specific client issues, including restrictions to provide optimal solutions by Identifying opportunities/solutions from the wider KCB Bank which benefit the client.
• Management Support: Provide oversight for client servicing staff by establishing standards of high-level performance.
• People Management: Develop and grow a highly functioning Wealth management team with deep capacity to advice and ensure client portfolio growth.
• AML: Ensure that the Anti Money Laundering requirements are strictly adhered to. Take all reasonable steps to verify and identify the customers. Make prompt reports of suspicion transactions using the right internal channels. Raise awareness on Money Laundering prevention by training all staff/attending training sessions. Adhere to the Group and local record retention requirements.
• Transaction Execution: Timely and accurate dealing of Clients’ orders. Track and provide regular feedback on processed transaction/solution to customer. Maintain an adequate control environment and operational procedures to prevent loss from non- adherence to controls.
• Governance: Ensure all general legal and regulatory requirements relating to specific activity are complied with. Ensure all staff within Wealth operates under the highest standards of AML Management and other controls as stipulated by the regulators.

The Person:
For the above position, the successful applicant should have the following:
• Mus have a Business related or equivalent Degree from a recognized institution.
• Possession of a master’s degree, CPA, CFA, ACCA will be an added advantage.
• 8 years’ experience in a Wealth Management environment.
• Have experience in doing Business Development and sales at a national level.
• Possession of strong leadership skills, people and relationship management skills, networking and negotiation skills and team motivation.
• Understanding of Customer financial planning life cycle and Investment Banking Products.


Work Hours: 8

Experience in Months: 96

Level of Education: Bachelor Degree

Job application procedure

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