Senior Associate - Wealth Management at I&M Bank

PURPOSE:

• The Job holder will assist Manager – Wealth Management Operations in managing the day to day processing of transactions, account opening documentation checks and review and administrative responsibilities as assigned from time to time.

KEY RESPONSIBILITIES:

• Unit trust operations including; client account opening, client purchases and withdrawals.
• Offshore securities processing and update of transaction on I&M Capital’s transaction processing system.
• Management and archiving of client agreements and other documents
• Ensure unit trust statements and client reports are generated and delivered to clients within agreed frequency and in a timely manner.
• Management of client queries/ enquires and complaints with the assistance.
• Management of invoices and/ or income collection within stipulated timelines and credited to respective income accounts.
• Carry out daily bank account reconciliations and clearance of outstanding items within stipulated timelines.
• Ensure all system upgrades are managed in accordance with policy; all upgrades are tested and documented.
• Ensure compliance with risk management policies and procedures while processing transactions.

BASIC QUALIFICATIONS:

• A bachelor’s degree in any business related field
• At least three years’ Banking experience
• Good knowledge of KYC requirements and policies
• High level of accuracy and attention to detail
• Excellent time management skills & proactive in all aspects
• Good team management skills
• Must be able to perform optimally under pressure and with strict deadlines
• Ability to learn new systems fast
• Resilience and drive
• Experience in reconciliations will be an added advantage

SKILLS AND ATTRIBUTES:

• Excellent written and verbal communication skills
• Outstanding interpersonal skills and ability to work across functions
• Initiative - must be a self-starter, able to work independently with drive and motivation.
• High level of accuracy and attention to detail.

Deadline: 6th December 2024.