Investment & Relationship Officer at Jubilee Insurance

Job Ref. No: JLIL185

Role Purpose

The role holder is responsible for managing and growing relationships with corporate clients, offering investment advisory services, and overseeing the administration of life and pensions portfolios. The role holder ensures effective management of investments, delivers superior service to clients, and fosters strong relationships to drive business growth.

Main Responsibilities
Operational

• Monitor and analyse market trends, economic indicators, and investment performance to make informed decisions.
• Manage investment portfolios, asset allocation, and risk mitigation strategies to optimize returns while ensuring compliance with regulatory requirements.
• Build and maintain strong relationships with key clients in the corporate life and pensions segment.
• Understand client needs, provide investment advice and solutions, and address any concerns or issues.
• Act as a trusted advisor to clients, offering insights and guidance on investment opportunities and portfolio management.
• Identify new business opportunities and work closely with the business development team to expand the client base and achieve revenue targets.
• Conserving existing business through superior client servicing and providing alternative options
• Participate in client meetings, presentations, and negotiations to win new contracts or retain existing clients.
• Collaborate with internal stakeholders to develop customized investment solutions to meet client requirements.
• Monitor investment risks, including market risks, liquidity risks, and regulatory compliance.
• Implement risk management strategies and controls to safeguard client investments and ensure compliance with industry regulations and internal policies.
• Preparation of guaranteed quarterly reports and investment presentations.
• Statistical Analysis & Returns: Preparing summary/ statistical reports of the Retirement Benefits schemes as may be required.
• Ensure all schemes investment returns are filed before the statutory deadlines.
• Work closely with the administrators’ schemes to ensure compliance to regulatory requirements.

Corporate Governance

• Adhere to regulatory requirements and internal policies, ensuring compliance in all aspects.
• Implement and uphold robust data protection and privacy practices, safeguarding customer information and ensuring confidentiality.
• Participate in audits and internal control assessments, addressing any identified gaps or issues promptly.
• Compliance: Stay updated with insurance regulations and underwriting best practices to ensure compliance with industry standards
• Adherence to the laws and regulations of Kenya, the policies and regulations within the insurance industry and all internal company policies and procedures.

Culture

• Fostering a corporate culture that promotes ethical practices and good retail citizenship while maintaining a conducive work environment.
• Collaborate with cross-functional teams to develop initiatives that promote a positive and inclusive company culture.
• Individualized Development Planning: Create personalized development plans that align with your career aspirations and the organization's objectives.

Key Competencies

• Business Development Acumen: Strong understanding of business development principles, strategies, and tactics within the Corporate Life & Pensions sector. Proven track record in identifying and converting new business opportunities.
• Relationship Building: Excellent interpersonal skills to build and maintain strong relationships with clients, intermediaries, and strategic partners.
• Strategic Thinking: A strategic mindset with the ability to analyse market trends, competitor activities, and regulatory changes to identify strategic business opportunities and risks.
• Market Research and Analysis: Proficiency in conducting market research and analysis to identify target markets, customer segments, and industry trends.
• Excellent verbal and written communication skills, including the ability to deliver compelling presentations, negotiate contracts, and articulate complex concepts to clients and stakeholders.
• Results Orientation: A results-driven mindset with a focus on achieving business development targets and driving revenue growth.
• Financial Understanding: Sound financial knowledge, including an understanding of Corporate life and pensions products, pricing strategies, and financial metrics.

Qualifications

• Bachelor’s degree in Insurance, Finance, Business, Marketing or any other related course
• Diploma in Insurance
• CFA Qualification

Relevant Experience

• Minimum of 3-4 years’ work experience in a similar role.
• In-depth knowledge of Corporate Life and Pensions products, policies, and regulations.
• Proven track record of successfully implementing strategic initiatives and driving process
• improvements.