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Mid-level Banking, microfinance, insurance Jobs in Africa
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The African Development Bank Group
CLOSEDInformation Assistant
Abuja, Nigeria
Closing: May 14, 2024
4 days remainingPublished: May 7, 2024 (3 days ago)
Job Requirements
Education:
Work experience:
Language skills:
Job Summary
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BASIC QUALIFICATIONS:
- Bachelors’ degree in Economics, Finance or Business or related field
- Achievement of all CMA qualification requirements including the CISI exam requirements.
- Minimum of 5 years’ experience in Wealth Management and or Investment Banking.
- Demonstrated experience in wealth management theory, associated investment strategies and instruments and characteristics of various marketplaces.
- Ability to prepare client and new business presentation material, including strong working knowledge of spreadsheet and presentation software.
Responsibilities
BASIC QUALIFICATIONS:
- Bachelors’ degree in Economics, Finance or Business or related field
- Achievement of all CMA qualification requirements including the CISI exam requirements.
- Minimum of 5 years’ experience in Wealth Management and or Investment Banking.
- Demonstrated experience in wealth management theory, associated investment strategies and instruments and characteristics of various marketplaces.
- Ability to prepare client and new business presentation material, including strong working knowledge of spreadsheet and presentation software.
- Origination of advisory transactions.
- Assist in the evaluation and processing of new investments for clients.
- Liaising with the AGM Investment Advisor – Wealth Management and the team to ensure successful execution of client transactions.
- Assist in the preparation of investment strategies, annual plans and policies.
- Support in the communication of the wealth management philosophies, vision, process and delivery to team members, clients and prospective clients.
- Increase the visibility of the investment process both internally to investment partners and externally to clients, prospects and centre of influence.
- Develop, recommend and execute the investment objectives, risk tolerance and strategies for the client portfolio.
- Oversee settlement and portfolio reporting.
- Develop the Investment Policy Statement for clients and prospects.
- Prepare commentaries to be distributed to clients.
- Conduct and prepare due diligence reports for off-shore funds and managers for distribution internally and externally.
- Coordinating teams of professionals including accountants and lawyers as necessary for target transactions.
- Liaise with strategic partners in the execution of client transactions.
- Oversee the development and training of the team and manage time constraints and deadlines while ensuring a high level of quality on all transactions.
- Assist in any other administrative related assignments within the Company.
- Perform other job – related duties or special projects as assigned
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