Finance, Accounting, Audit, Data, Business Analysis and AI,
Relationship Manager – HNWI & Institutional Clients
Job Ref. No: JAML012
Role Purpose
The role holder will be responsible for overseeing the strategic and operational aspects of asset management within the organization. This role focuses on developing and implementing strategies, ensuring regulatory compliance, fostering a strong corporate governance culture, and providing leadership to drive business growth and maximize asset performance.
Main Responsibilities
Strategy:
- Implementation the strategic plan for the asset management division, aligned with the overall corporate strategy.
- Identify new business opportunities, market trends, and potential risks to drive growth and profitability.
- Monitor industry developments, regulatory changes, and emerging market conditions to adjust strategies accordingly.
Partnerships and Alliances
- Identify strategic partnerships and alliances that can enhance the firm’s distribution channels and market reach.
- Collaborate with strategic partners to leverage synergies and mutually beneficial opportunities.
Pipeline Management:
- Build and manage a robust sales pipeline, tracking prospects through the sales funnel and ensuring consistent follow-up.
- Monitor key performance metrics and report progress to senior management.
Client Relationship Management:
- Cultivate and maintain strong relationships with existing and potential clients, including institutional investors, high net worth individuals, family offices, and other relevant entities.
- Understand their investment needs, goals, and risk appetites to tailor solutions that meet their requirements.
Market Intelligence:
- Stay informed about industry trends, competitor activities, and regulatory changes that could impact the asset management landscape. Translate market insights into actionable strategies.
Collaboration:
- Collaborate closely with the investment team, marketing department, and senior management to align business development efforts with investment strategies and overall company objectives.
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Reporting and Analysis:
- Provide regular reports and analysis on business development activities, market trends, and client feedback. Use data-driven insights to refine strategies and drive continuous improvement.
Corporate Governance (Regulatory and Compliance):
- Ensure compliance with regulatory requirements, industry standards, and internal policies related to asset management activities.
- Keep abreast of regulatory changes and communicate their impact on the asset management division.
Leadership and Culture:
- Foster a culture of excellence, collaboration, and continuous improvement within the asset management division.
- Encourage a client-centric approach, ensuring high-quality service delivery and maintaining strong relationships with clients.
- Ensure ethical conduct, integrity, and accountability throughout the division
Key Competencies
- Achievement of financial targets, such as assets under management (AUM), revenue, and profitability.
- Compliance with regulatory requirements and internal policies.
- Ensure client satisfaction and retention.
- Timely and accurate reporting on activities and performance.
Qualifications
- Bachelor’s degree in finance, actuarial science, economics, business administration, or a related field.
- Professional certifications such as Chartered Institute for Securities Investment (CISI)) or Certified Financial Planner (CFP) would be advantageous.
- Master’s degree or professional certification (e.g., CFA) is highly desirable.
Relevant Experience
- Minimum of 7 years of relevant experience in asset management, with at least 2 years in a managerial capacity
Executive Assistant/Business Analyst
Job Ref. No: JAML009
Role Purpose
As a Business Analyst attached to the CEO, your primary responsibility will be to provide strategic support and analytical insights to drive informed decision-making at the executive level. You will collaborate closely with the CEO and other key stakeholders to identify business opportunities, assess risks, and optimize operational processes. This role requires a strong understanding of business dynamics, excellent analytical skills, and the ability to translate complex data into actionable recommendations.
Main Responsibilities
Executive Assistant:
- Calendar Management: Schedule and manage appointments, meetings, and conferences for the executive team. Prioritize and coordinate conflicting schedules efficiently.
- Travel Coordination: Make travel arrangements, including booking flights, accommodations, and preparing itineraries. Ensure all travel plans align with the executive’s schedule.
- Communication Liaison: Act as a central point of contact for internal and external communication, ensuring all messages are relayed accurately and in a timely manner.
- Document Preparation: Draft, edit, and format documents, presentations, and reports. Ensure all materials are professional and error-free.
- Information Handling: Handle sensitive and confidential information with discretion, ensuring it is shared with authorized personnel only.
- Expense Management: Process expense reports, track expenditures, and ensure compliance with company policies.
- Task Prioritization: Identify and manage priorities, ensuring the executive’s time is optimized for high-impact activities.
- Team Support: Assist in coordinating team meetings, preparing agendas, and documenting minutes. Act as a bridge between the executive team and other departments.
Business Analyst:
- Data Analysis: Collect, analyze, and interpret data to generate insights and recommendations. Utilize tools and techniques to identify trends, patterns, and anomalies.
- Market Research: Conduct market research and competitor analysis to support strategic decision-making. Stay updated on industry trends, market dynamics, and emerging technologies.
- Financial Analysis: Assist in budgeting, forecasting, and financial modeling. Monitor key financial metrics and prepare reports for review.
- Report Generation: Create detailed reports and dashboards that provide meaningful insights into business performance, trends, and opportunities.
- Process Improvement: Identify inefficiencies and bottlenecks in existing processes. Propose and implement solutions to streamline operations and enhance productivity.
- Project Support: Assist in the planning, execution, and tracking of various projects. Collaborate with crossfunctional teams to ensure project milestones are met.
- Presentation Skills: Prepare and deliver clear, concise, and visually appealing presentations to convey complex information to stakeholders.
Key Competencies
- Data Analysis: Proficiency in data collection, analysis, and interpretation. Ability to utilize analytical tools and software to extract insights from complex data sets.
- Strategic Thinking: Ability to think critically and strategically, considering both short-term and long-term implications of business decisions. Strong problem-solving skills to identify opportunities and mitigate risks.
- Financial Acumen: Understanding of financial statements, key performance indicators, and financial modelling.
- Ability to evaluate financial data and provide insights for informed decision-making.
- Communication: Excellent verbal and written communication skills. Ability to present complex information in a clear and concise manner to stakeholders at all levels.
- Collaboration: Strong interpersonal skills and the ability to work effectively in cross-functional teams. Capable of building relationships and influencing stakeholders to drive alignment and achieve objectives.
- Adaptability: Willingness to adapt to changing priorities and work in a dynamic environment. Ability to handle ambiguity and deliver high-quality results under tight deadlines.
Qualifications
- Bachelor’s degree in Business Administration, Finance, or related field.
Relevant Experience
- Proven experience as an Executive Assistant and Business Analyst.
- Proficiency in MS Office Suite, data analytics tools (e.g., Excel, Tableau), and project management software.
Method of Application
If you are qualified and seeking an exciting new challenge, please apply via Recruitment@jubileekenya.com quoting the Job Reference Number and Position by 25th October 2023. Only shortlisted candidates will be contacted.