A
leading international company in the insurance and asset management business
arena with great market diversification and over 17 affiliates; providing long
term savings, investment, protection and insurance products is looking to find
a Private
Wealth Manager to manage their fixed income portfolio.
Purpose of the role
This
role is accountable for formulating, revising and implementing investment
strategies through Portfolio Managers and/or in a defined area.
The
individually is accountable for achieving results through own efforts over
periods of 3 months to a year.
Key outputs
- Acquiring new
and managing existing high net worth Wealth Management clients/accounts in
order to maximize sales, to develop prospect relationships, and to
enhance/grow/retain client relationships;
- Contribute to
the improvement in profitability of the business through undertaking
effective individual reviews and identifying opportunities for referral
activity
- Providing
recommendations to improve business continuity process
- Maintain
relationships with Royal Skandia for purposes of product development and
training
Deliverables (work elements)
The
following detailed outputs are required from this role.
Key result area and Accountabilities
Personal Effectiveness
- Accountable for
service delivery through own efforts.
- Individually
accountable for managing own time, tasks and output quality for periods of
up to 1 year.
- Makes increased
contributions by broadening individual skills.
- Collaborates
effectively with others to achieve personal results.
- Accepts and live
the company values.
Investment Strategy
- Develops investment
and or economic strategies based on management philosophy and customer
objectives.
Product Development
- Analyses the
market, looks for opportunities and works with external consultants to
develop new products and features in existing products to suit specific
target markets.
Investment Research
- Performs
investment research.
- Monitors
development in security markets.
- Liaises with tax
attorneys or accountants to determine legal consequences of investment
decisions.
Key competencies
The
following key behavioral competencies are required to be successful in this
role.
Competence and Description
Decision Making
- The ability to
make balanced and sound recommendations and decisions, by understanding
issues and problems, evaluating the consequences of alternative solutions
and to select the most appropriate alternative.
- Recommendations
and decisions need to be implementable, effective and well thought through
Gaining Commitment
- Using
appropriate interpersonal styles and communication techniques to gain
acceptance of ideas or plans; adapting one's own style to accommodate the
target audience.
Initiating Action
- Taking prompt
action to accomplish objectives; pushing beyond the boundaries and being
proactive.
Team Orientation
- Willingness to
work with others in a team environment. This includes working towards team
goals, participating in decision making, co-operating with others and
offering assistance when needed.
Technical Knowledge
- Having achieved
a competent level of technical knowledge, related to a specific role.
Thinking Skills
- The ability to
perceive, interpret and translate information (stimuli) in order to
competently performs processes and tasks at various levels of complexity
within the organization.
- It also includes
the ability to apply analytical, integrative, lateral or systemic
thinking; depending on the task at hand.
Ownership
- Assuming
responsibility and accountability for the successful completion of tasks
and adhering consistently to standards of excellence.
- Ensuring that
all relevant detail has been considered.
Minimum requirements
- Business related
degree.
- MBA would be an
added advantage
- 3 to 5 years of
similar experience within the financial markets preferably within a
Private Wealth division in a large bank or investment company with
emphasis given to experience in relationship sales.
How to apply:
If you
are interested in the position and have the skills and talents our client is
looking for, we would like to hear from you.
Please
forward a copy of your updated resume, and your current salary and benefits
package to info@dorbe-leit.co.ke before close of business 7th Dec 2012.
Only
successful candidates will be contacted.
