Job Title: Senior Associate- Wealth Management Operations
Organisation: I&M Capital
Duty Station: Kampala, Uganda
About Organisation:
I&M Capital is a wholly owned subsidiary of the I&M Group PLC offering Wealth Management and Advisory Services. I&M Capital which has its Head Office in Nairobi, Kenya offers a myriad of Wealth Solutions which include fixed income securities locally and regionally, Collective Investment Schemes and Offshore Investments among others. I&M Capital is seeking to recruit competent and highly qualified individuals to support its Uganda entity in business development and operational support.
Job Summary: The Job holder will be responsible for day-to-day processing of transactions, account opening documentation checks and review and administrative responsibilities as assigned from time to time.
Key Duties and Responsibilities:
- Unit trust operations including client account opening, client purchases and withdrawals.
- Offshore securities processing and update of transaction on I&M Capital’s transaction processing system.
- Local market trades processing which includes but not limited to treasury bonds and bills.
- Management and archiving of client agreements and other documents
- Ensure unit trust statements and client reports are generated and delivered to clients within agreed frequency and in a timely manner.
- Management of client queries/ enquires and complaints with the assistance.
- Management of invoices and/ or income collection within stipulated timelines and credited to respective income accounts.
- Carry out daily bank account and stock reconciliations and clearance of
- outstanding items within stipulated timelines.
- Ensure all system upgrades are managed in accordance with policy, all upgrades are tested and documented.
- Ensure compliance with risk management policies and procedures while processing transactions.
- Manage all regulatory reporting as required by local laws and regulations.
- Collate all management information as required from time to time.
Qualifications, Skills and Experience:
- A bachelor’s degree in any business-related field
- Chartered Institute of Securities and Investments qualification (CISI)
Work Experience
- At least three years’ Banking experience
- Good Knowledge of Wealth Management Operations
- Good knowledge of local and offshore markets and trading procedures
- Good knowledge of Client onboarding requirements and policies
Key Required Competencies & Skills
- Excellent written and verbal communication skills
- Excellent time management skills & proactive in all aspects
- Outstanding interpersonal skills and ability to work across functions
- Initiative – must be a self-starter, able to work independently with drive and
- motivation and able to perform optimally under pressure and with strict deadlines
- High level of accuracy and attention to detail.
- Ability to learn new systems fast
- Resilience and drive
How to Apply:
All candidates should apply online at the link below.
Deadline: 15th August 2025
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Level of Education: Bachelor Degree
Work Hours: 8
Experience in Months: 36