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 dynamic, creative and self-oriented professionals to fill
the position of:Portfolio Manager - CoopTrust Investment Services
Job Summary:
Reporting to the Senior Portfolio Manager, the role shall entail selling of Company’s investment products to grow assets under management.
The role holder shall
be a member of the investment committee and he/she shall be the primary
relationship manager to allocated Clients.
Main Duties:
The key responsibilities will among others include:
Main Duties:
The key responsibilities will among others include:
- Develop deal
pipeline of Prospects and actively pursue them.
- Prepare sales
proposals and make presentations to Prospects as appropriate.
- Work with other
departments of the Bank to identify prospects who have existing
relationship with these departments notably Institutional Banking, Sacco
Banking and Corporate Banking.
- Cross sell other
bank products to Clients.
- Submission of
account opening documents to operations department for forwarding to legal
for signature and for Client installation in the system.
- Participate in
product development.
- Attend
Investment committee meetings.
- Familiarise with
various investments held and be able to offer justification to the Clients
on purchase/hold or sale decisions undertaken.
- Attend
Investment committee meetings.
- Regularly
monitor portfolios under management and recommend any rebalancing
strategies to bring them in line with both agreed investment committee
strategies and Client current circumstances.
- Prepare and
dispatch to Clients quarterly investment reports that incorporate economic
and market overview, current portfolio valuation, transactions during the
quarter, performance and strategy for the following quarter.
- Attend Client
meetings / AGMs and make presentations as appropriate.
- Work closely
with the Client investment committee/ Fund secretaries so as to bolster
good working relationship.
- Write call
reports for any Client visits and action areas of attention promptly.
- Maintain client
file for all correspondences, reports and minutes of Client meetings.
- Ensure all
documentations regarding relationship with Client in terms of investment
management agreement, and investment policy statement are complete and up
to date.
- Ensure that
billing for management fees is done promptly and in line with agreed
terms and follow up for settlement undertaken.
- Submit Weekly
Activity Reports.
Job
specification:
The incumbent will be required to possess the following qualifications, attributes and skills:
The incumbent will be required to possess the following qualifications, attributes and skills:
- Degree in a
Business related course.
- CFA Charter
holder, Qualified Accountant, Professional Marketing courses or relevant
postgraduate qualification.
- Membership in
relevant professional body.
- Minimum of 3
years experience in investment portfolio management, Client service and
Sales and Marketing.
- Excellent
communication, presentation and report writing skills.
- Proficiency in
Microsoft office applications. Working knowledge of an investment
management system is an added advantage.
- Knowledge of
P&L, balance sheet and cash flow statements and good understanding of
key accounting ratios and modeling techniques would be a distinct
advantage.
Interested candidates
meeting the above criteria should forward an application enclosing detailed
Curriculum Vitae accompanied by copies of certificates and indicating the
current remuneration to the address shown below by 14th February 2013.
We are an equal opportunity employer.
Only the short listed candidates will be contacted.
We are an equal opportunity employer.
Only the short listed candidates will be contacted.
Please quote this reference on your application and on the envelope: PM/1/HRD/2013.
The Director
Human Resources Division
Co-operative Bank of Kenya Ltd.
P.O. Box 48231-00100
Nairobi
