Investment Advisor
2025-06-06T09:13:43+00:00
BambooHr
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https://www.bamboohr.com/
FULL_TIME
Kampala
Kampala
00256
Uganda
Human Services
Accounting & Finance
2025-06-20T17:00:00+00:00
Uganda
8
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 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.
Education Requirements
- 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.
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.
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.
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.
JOB-6842b1474c78c
Vacancy title:
Investment Advisor
[Type: FULL_TIME, Industry: Human Services, Category: Accounting & Finance]
Jobs at:
BambooHr
Deadline of this Job:
Friday, June 20 2025
Duty Station:
Kampala | Kampala | Uganda
Summary
Date Posted: Friday, June 6 2025, Base Salary: Not Disclosed
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JOB DETAILS:
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 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.
Education Requirements
- 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.
Work Hours: 8
Experience in Months: 60
Level of Education: bachelor degree
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