Job Description

Are you passionate about working for an organization that is best in class when it comes to investments management, wealth creation, and asset protection? Our organization seeks mindsets and behaviors that best demonstrate innovative solutions guided by its values of Integrity, Sustainability; Empathy; Empowerment; and Partnership with the aim of making life better for its stakeholders.
If you are ready to catapult your career to the next level in the investments field, you are invited to fill in the following vacancy that has arisen within the organization.

Duties and Responsibilities

The Job:
.
Reporting to the Zimnat Asset Management Chief Executive Officer, the main purpose of a Head Advisory Executive is to drive growth, profitability, and client satisfaction by providing high-quality investment advisory services.
Advisory Strategy & Roadmap
• Responsible for creating strategy, framework, as well a robust investor relations roadmap.
• Ensuring that the investment advisory team is aligned with the strategic plan and working towards common
goals.
• Developing and implementing metrics to track progress towards strategic goals and make data-driven
decisions.
Advisory Management
• Providing investment advice and recommendations to clients, based on their financial goals and risk tolerance.
• Conducting research on investment opportunities, market trends, and economic indicators to inform investment
decisions.
• Creating and managing investment portfolios for clients, including asset allocation, risk management, and
performance monitoring.
Investment Management
• Developing and implementing investment policies and strategies that align with the organisation’s goals and objectives.
• Identifying and evaluating investment opportunities in various asset classes, including stocks, bonds, real estate, and alternative investments.
• Performing due diligence on potential investments and conducting portfolio analysis to ensure that investments are appropriate for the client's risk tolerance and objectives.
• Staying informed about market trends, economic conditions, and industry developments to make informed
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investment decisions.
Innovation
• Implementing new technologies and data analytics tools to enhance investment decision- performance.
• Developing new investment products or services to meet changing client needs and market trends.
Strategic Relationships & Management
making and
• Retention of key strategic stakeholders & partners in accordance with business requirements and dependencies.
• Providing ongoing guidance and advice to clients on investment strategies, portfolio performance, and market
conditions.
Governance & Controls
• Ensuring that the investment portfolio complies with all relevant laws, regulations, and industry best practices.
• Overseeing the development and implementation of robust internal control systems to mitigate risk and ensure
the accuracy and reliability of financial information.
Budget & Expenditure Control
• Define and maintain a cost Framework.
• Developing and maintaining cost-control procedures to ensure that expenses are kept within budget.
Team Management
• Establishing clear performance goals and objectives for the advisory team and providing regular feedback to help team members achieve their goals.
• Providing coaching and mentoring to help team members improve their skills and performance.
• Developing and implementing training programs to ensure that team members have the necessary skills and
knowledge to perform their jobs effectively.

Qualifications and Experience

The Person:
• A degree in Finance Accounting or any related field.
• Possession of a Chartered Financial Analyst (CFA) qualification.
• Proven track record of professional achievements as Head of Advisory or similar leadership role for at least 5 –
7 years.
• Demonstrated ability to build strong working relationships with multiple stakeholders.
• Critical thinking and collaboration skills.
• Financial acumen.
• Analytical and problem-solving skills.
• Results/performance oriented.

How to Apply

Being an equal opportunity employer, applications supported by CVs are encouraged from qualified individuals regardless of race, religion, gender, or disability not later than 18 February 2024 using the link below.

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