Job Detail

Job Description

Our Client, in the financial services sector in Lusaka seeks to recruit a qualified, experienced, versatile and highly motivated individual to fill the position of General Manager – Capital.

Reporting to the Managing Director, the purpose of this role is to ensure competitiveness of the organisation through business development, devising strategies and investment plans in alignment with prevailing conditions in the financial sector industry; direct financial investments and activities for clients; analyze market data and client investment goals.

Duties and Responsibilities

The major duties of the General Manager – Capital are:

1.0   Business Development

• On board new clients, institutional and high income individuals
• Manage client relationships

2.0 Direct Client Investment Activities

• directing client investment activities within a particular fund.
• conducting analysis to determine which securities provide the greatest return on investment and mitigate client risk.
• Taking an active role in managing fund activities, deciding which securities to incorporate into the fund’s products.

3.0`Provide Investment Advice

• Providing investment and financial management advice to clients and to other financial professionals.
• Recommending rebalancing a fund, for example, based on investment objectives and performance.
• Additionally, advising clients on long-term strategies for financial management and explaining how a particular fund fits into their overall goals.

4.0 Monitor Fund Performance

• Monitoring the performance of the fund
• Focusing on one particular fund or manage a suite of financial products.
• Conducting weekly meetings to assess fund performance and identifying shortcomings, developing strategies to drive profitability.
• Taking corrective actions to improve fund performance.

5.0 Complete Financial Transactions

• Completing financial transactions on behalf of clients and the funds they manage to drive profitability or reduce risk.
• Weighing the risks and benefits of each transaction, determining whether they fit into the fund’s strategies and delivering value to clients.

6.0 Maintain Portfolio Records

• Conducting investment and oversight activities, maintaining records and documentation related to investments and transactions.
• Developing weekly, quarterly, or annual reports on fund performance, along with reports of activities related to managing the fund.
• Additionally, developing documents relating to the management of funds to distribute to clients.

7.0 Ensure Adherence to Financial Regulations

• Ensuring that investment activities adhere to financial industry regulations,
• Conducting audits to prevent fraud and ensuring that they are not putting client investments at risk.
• Submitting reports to regulators to explain decisions they make regarding fund management.

Desirable Skills and Knowledge

The right candidate will possess the following skills:

Investment expertise – a high level of knowledge about different securities and financial products and how they support investor goals

Client Service and Relationship Management – strong client service skills, working closely with clients to understand their goals;

Familiarity with financial regulations – a thorough understanding of financial laws and procedures as well as keen interest in understanding financial markets

Networking skills – ability to build professional networks and client base, have excellent relationships and stay informed about industry trends; relationship management with all stakeholders

Documentation skills –  Ability to accurately prepare and edit financial documents; and have impeccable attention to detail

Communication skills – Excellent written and verbal communication; as well as negotiation and presentation skills

Leadership Skills – Strong leadership and ability to drive team performance

Sales and Marketing – Demonstrated strong sales and marketing skills

Qualifications and Experience

• Minimum Bachelor’s degree in Business Administration, Finance, Accounting, Commerce or Economics.
• A post graduate qualification would be an added advantage.
• At least 10 years of experience in a similar
• Knowledge of all relevant regulatory institutions a must
• Ability to utilize financial industry expertise and market knowledge
• Certification to a relevant professional body

How to Apply

Interested candidates who meet the minimum qualifications, experience, knowledge and skills  should submit their application/cover letter, CV and copies of educational  qualifications as  ONE DOCUMENT to Imani.concepts18@gmail.com . Please include the position title in the subject line. Closing Date for receiving applications is 25th October 2021. Only shortlisted candidates will be contacted.

*Please note you have to apply to this job advert as directed by the employer and not through findershub.co.zm*

Skills Required

• Communication skills