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Manager, Investments

4 months ago


Nairobi, Kenya Standard Bank Group Full time

ABOUT THE COMPANY

Standard Bank Group is a financial institution that offers banking and financial services to individuals, businesses, institutions and corporations in Africa and abroad.

JOB SUMMARY

QualificationsMinimum QualificationsA 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 Required10 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.Additional InformationBehavioral Competencies:Challenging IdeasConvincing PeopleDeveloping StrategiesDocumenting FactsExamining InformationTechnical Competencies:Client Business CaseDeal AppraisalException HandlingInternational Market KnowledgeProduct Development

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.

REQUIRED SKILLS

Negotiation, Risk management, Reporting, Business management, Sales strategy

REQUIRED EDUCATION

Bachelor's degree