Job Ref. No: JAML019
Role Purpose:
The
role holder is responsible for overseeing the strategic direction, business
development initiatives, operational activities, corporate governance,
leadership, and culture within the department of the organization. This role
requires strong expertise in asset management, regulatory compliance, and
leadership to ensure the achievement of business objectives and the highest
standards of performance.
Main Responsibilities:
Strategy:
- Develop and implement the strategic
plan for the company, 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.
Business Development:
- Identify and pursue business
development initiatives to expand the company’s client base, with a
specific focus on corporate and high-net-worth segments.
- Develop and maintain relationships
with key stakeholders, including corporate clients, high-net-worth
individuals, and institutional investors.
- Collaborate with the marketing and
sales teams to create targeted campaigns and promotional strategies to
attract new clients.
- Analyze market trends and
competitor activities to identify opportunities for differentiation and
competitiveadvantage.
- Explore partnerships, joint
ventures, and strategic alliances to enhance the division’s market
presence and offerings.
- Conduct market research to
understand the evolving needs of corporate and high-net-worth clients,
tailoring services and products accordingly.
Client Relationship Management:
- Establish strong and enduring
relationships with corporate and high-net-worth clients, understanding
their financial goals, risk tolerance, and preferences.
- Regularly communicate with clients
to provide updates on portfolio performance, market conditions, and
investment strategies.
- Collaborate with the client service
team to address client inquiries, concerns, and requests promptly and
effectively.
- Organize client events, seminars,
and forums to enhance engagement and strengthen relationships.
Innovation and Product
Development:
- Drive innovation in product
development by identifying opportunities to create bespoke investment
solutions for corporate and high-net-worth clients.
- Collaborate with the product
development team to design and introduce new investment products and
services.
- Ensure that the division remains at
the forefront of industry trends and emerging technologies to provide
innovative solutions.
Corporate Governance (Regulatory
and Compliance):
- Ensure compliance with regulatory
requirements, industry standards, and internal policies related to asset
management activities.
- Establish and maintain effective
internal control systems and risk management frameworks.
- Keep abreast of regulatory changes
and communicate their impact on the company.
- Conduct regular audits and reviews
to ensure adherence to regulatory and compliance standards.
Leadership and Culture:
- Foster a culture of excellence,
collaboration, and continuous improvement within the company.
- Provide strong leadership to the
team, setting clear goals, providing feedback, and promoting professional
development.
- Encourage a client-centric
approach, ensuring high-quality service delivery and maintaining strong
relationships with clients.
- Promote ethical conduct, integrity,
and accountability throughout the division.
Key Competencies:
- Strategic thinking and business acumen.
- Strong financial analysis and investment
evaluation skills.
- Risk management and compliance expertise.
- Results-oriented mindset with a focus on
achieving targets.
- Ability to lead and inspire a diverse
team.
- Excellent communication and presentation
skills.
- Strong ethical conduct and integrity.
Academic Background & Relevant Qualifications:
- Bachelor’s degree in finance, economics,
business administration, or a related field.
- A master’s degree is preferred.
- Professional certifications such as
Chartered Financial Analyst (CFA) or Chartered Institute of Securities
& Investments (CISI) qualification would be an added advantage.
- Proven experience (at least 10 years) in
asset management, with a strong understanding of investment strategies,
Investment products and financial markets
- Proven experience in developing and
implementing marketing strategies, managing brand reputation, and
executing successful marketing campaigns.
How To Apply
If
you are qualified and seeking an exciting new challenge, please apply via Recruitment@jubileekenya.com
quoting the Job Reference Number
and Position
Only shortlisted candidates will be contacted.