Job Title: Investment Advisor
Organisation: I&M Bank Uganda
Duty Station: Kampala, Uganda
Reports to: Country Manager/ Head Investment Advisor
About Organisation:
I&M Bank is a leading banking and insurance group in Eastern Africa with a presence in Kenya, Mauritius, Rwanda, Tanzania and Uganda. I&M Bank Uganda is a commercial bank headquartered at Kampala Road plot 6/6A with a growing regional presence. The Bank offers a wide range of commercial banking and financial products and services, and prides itself on introducing innovative products and services based on the needs of its customers.
Job Summary: The Job holder will assist the Country Manager/ Head Investment Advisor – Wealth Management to enhance business growth, drive initiatives that increase client value and income for the unit.
Key Duties and Responsibilities:
- Origination of advisory transactions.
- Assist in the evaluation and processing of new investments for clients.
- Liaising with the Country Manager/ Head 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.
- Assist in development of Investment Policy Statement for clients and prospects.
- Prepare commentaries to be distributed to clients.
- Conduct and prepare due diligence reports for offshore 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 by with the Country Manager/ Head Investment Advisor.
Qualifications, Skills and Experience:
- Bachelor’s degree in economics, Finance or Business or related field
- Achievement of all CMA qualification requirements including the CISI exam requirements.
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.
Key Required Competencies & Skills
- 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.
How to Apply:
All suitably qualified and interested applicants should apply online at the link below.
Deadline: 20th June 2025
Note: Only shortlisted candidates will be contacted
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