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About the Organisation
Investment Advisor job at I&M Bank Uganda | Apply Now
Kampala, Uganda
I&M Bank (Uganda) Limited, established in 2021 following the acquisition of a 90% stake in Orient Bank Limited, operates as a subsidiary of I&M Group Plc, a prominent East African financial services conglomerate.
The bank's mission is to empower prosperity by delivering innovative financial solutions, guided by core values of trust, integrity, respect, courage, and innovation. With a growing presence in Uganda, I&M Bank offers a comprehensive suite of banking services, including retail, corporate, and SME banking, supported by a robust digital banking platform to enhance customer convenience.
The bank fosters a dynamic work culture that emphasizes employee development and values diversity, offering various job opportunities that align with its commitment to excellence. I&M Bank actively engages in corporate social responsibility initiatives focused on education, health, and environmental sustainability, aiming to make a positive impact on the communities it serves. For more information, visit their official website at www.imbankgroup.com/ug.
Are you looking for Bank jobs in Uganda 2025 today? then you might be interested in Investment Advisor job at I&M Bank Uganda
Full Time
Deadline:
20 Jun 2025
Job Title
Investment Advisor job at I&M Bank Uganda
I&M Bank Uganda
Job Description
Job Title: Investment Advisor
Organisation: I&M Bank Uganda
Duty Station: Kampala, Uganda
Reports to: Country Manager/ Head Investment Advisor
Duties, Roles and Responsibilities
Qualifications, Education and Competencies
See all details of the qualifications, competencies and education for this role under the "How to Apply" section below.
All suitably qualified and interested applicants should apply online at the APPLY Button below.
Deadline: 20th June 2025
Note: Only shortlisted candidates will be contacted
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How to Apply
Origination of advisory transactions.
Assist in the evaluation and processing of new investments for clients.
Liaising with the Country Manager/ Head 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.
Assist in development of Investment Policy Statement for clients and prospects.
Prepare commentaries to be distributed to clients.
Conduct and prepare due diligence reports for offshore 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 by with the Country Manager/ Head Investment Advisor.
SERVICES
COMMERCIAL
SERVICES
INDUSTRIAL
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RESIDENTIAL
Bachelor’s degree in economics, Finance or Business or related field
Achievement of all CMA qualification requirements including the CISI exam requirements.
Work Experience
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.
Key Required Competencies & Skills
Exceptional analytical and quantitative background.
Excellent written and verbal communication skills and solid research skills.
Ability to find and contact potential clients, with ability to build (or utilize existing) extensive network of potential clients and referral sources.
Outstanding interpersonal skills and ability to work across functions and levels of seniority.
Initiative – must be a self-starter, able to work independently with drive and motivation.
Prior experience in investment banking / wealth management and/or knowledge of the process and client expectations.
