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Manager, Investments - Nairobi, Kenya - Standard Bank Group
Description
ABOUT THE COMPANY
Standard Bank Group is a financial institution that offers banking and financial services to individuals, businesses, institutions and corporations in Africa and abroad.
JOB SUMMARY
QualificationsMinimum Qualifications:A Degree holder from a recognized University (min – 2nd class upper or equivalent).A Master's degree and ATS/CISI certification will be an added advantage.Experience Required10 years plus of operational/Sales / Portfolio Management / Investment Advisory experience in a securities business or other financial intermediary.5 years plus banking experience, preferably dealing with affluent clients in a portfolio context.Experience in upholding the highest levels of service.Additional InformationBehavioral Competencies:Challenging IdeasConvincing PeopleDeveloping StrategiesDocumenting FactsExamining InformationTechnical Competencies:Client Business CaseDeal AppraisalException HandlingInternational Market KnowledgeProduct Development
RESPONSIBILITIES
Provide specialist product agnostic investment support and execution to clients and frontline teams to meet clients' investment objectives and feedback to ensure provision of best solution. Liaise with product specialists across a range of investment asset classes to discuss client requirements and feedback to ensure provision of best solutions. Provide portfolio analysis and liaise with Clients on own portfolio to feedback on portfolio performance and seek opportunity to cross sell and deepen wallet share.
REQUIRED SKILLS
Negotiation, Budgeting, financial planning, Compliance, Financial analysis, Collaboration, Customer support, CRM systems
REQUIRED EDUCATION
Bachelor's degree