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About the Organisation
Senior Associate- Wealth Management Operations 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 Senior Associate- Wealth Management Operations job at I&M Bank Uganda
Full Time
Deadline:
20 Jun 2025
Job Title
Senior Associate- Wealth Management Operations job at I&M Bank Uganda
I&M Bank Uganda
Job Description
Job Title: Senior Associate- Wealth Management Operations
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
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.
Local market trades processing which includes but not limited to treasury bonds and bills.
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 and stock 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.
Manage all regulatory reporting as required by local laws and regulations.
Collate all management information as required from time to time.
SERVICES
COMMERCIAL
SERVICES
INDUSTRIAL
SERVICES
RESIDENTIAL
A bachelor’s degree in any business-related field
Chartered Institute of Securities and Investments qualification (CISI)
Work Experience
At least three years’ Banking experience
Good Knowledge of Wealth Management Operations
Good knowledge of local and offshore markets and trading procedures
Good knowledge of Client onboarding requirements and policies
Key Required Competencies & Skills
Excellent written and verbal communication skills
Excellent time management skills & proactive in all aspects
Outstanding interpersonal skills and ability to work across functions
Initiative – must be a self-starter, able to work independently with drive and
motivation and able to perform optimally under pressure and with strict deadlines
High level of accuracy and attention to detail.
Ability to learn new systems fast
Resilience and drive
