Portfolio Manager
Are you looking for an employer who promotes individual excellence and mutual respect in a team-driven culture with a key focus on social empowerment?
Are you looking for an employer who promotes individual excellence and mutual respect in a team-driven culture with a key focus on social empowerment?
The Co-operative Bank of Kenya, “The
Kingdom Bank” is the place for those looking to new horizons.
We are looking for a dynamic, creative and self-driven professional to fill the
Portfolio Manager position at Co-op Trust Investment Services Ltd.
The role holder will be responsible
for selling investment products; will be required to ensure growth of assets
and client relationship management.
The Role
The successful jobholder will be expected to:
The successful jobholder will be expected to:
- Ensure client portfolios are aligned to the
stated investment view and adhere to client mandates.
- Help to grow assets under management by both
participating in business development efforts and by growing client
portfolios.
- As the first point of contact for the assigned
portfolio, will be required to improve client engagement and the
relationship, retention and value generation.
- Manage portfolio risks, regulatory compliance
and adherence to internal policies and procedures.
- Develop and implement initiatives for
maintaining strong relationships with existing customers as well as
develop new relationships that guarantee a portfolio of customers.
- Spearhead the development of products,
solutions and services that are tailored to meet customers’ needs and
requirements.
- Implement investment strategies encompassing
asset allocation and security selection for different asset classes.
- Evaluate, monitor and prepare reports on
investment performance.
Qualifications, Skills &
Attributes
The successful jobholder will be required to possess the following qualifications:-
The successful jobholder will be required to possess the following qualifications:-
- Degree in a Business related course with a
minimum of 3 years’ experience in an investment portfolio management role
- CFA Charter holder, Qualified Accountant,
Professional Marketing courses or any other relevant postgraduate
qualification.
- Excellent understanding of financial
statements i.e. Profit and Loss, balance sheet and cash flow statements
with an understanding of key accounting ratios and modeling techniques.
- Good presentation, report writing and
communication skills as well as the ability to set and meet stretch
targets and deadlines.
- Result driven with a track record of
demonstrable networking, selling and influencing skills as well as ability
to identify new opportunities.
How to Apply:
If you are confident that you fit the role and person profile and you are keen to add value to your career then please forward your application enclosing detailed Curriculum Vitae to jobs@co-opbank.co.ke indicating the job reference number PM/1/CT/2015 by 11th March, 2016.
If you are confident that you fit the role and person profile and you are keen to add value to your career then please forward your application enclosing detailed Curriculum Vitae to jobs@co-opbank.co.ke indicating the job reference number PM/1/CT/2015 by 11th March, 2016.
We are an equal opportunity employer.