ASSOCIATE- WEALTH MANAGEMENT OPERATIONS

Job Description

I&M Capital is a wholly owned subsidiary of the I&M Group PLC offering Wealth Management and Advisory Services. I&M Capital which has its Head Office in Nairobi, Kenya offers a myriad of Wealth Solutions which include fixed income securities locally and regionally, Collective Investment Schemes and Offshore Investments among others. I&M Capital is seeking to recruit competent and highly qualified individuals to support its Uganda entity in business development and operational support.

JOB TITLE: ASSOCIATE- WEALTH MANAGEMENT OPERATIONS 

LOCATION: HEAD OFFICE

REPORTS TO: COUNTRY MANAGER/ HEAD INVESTMENT ADVISOR

Job purpose:

The Job holder will be responsible for 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.

▪ Local market trades processing which includes but not limited to treasury bonds

and bills.

▪ 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.

▪ 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.

▪ Assist in collation of information required for regulatory reporting as may be

required from time to time.

▪ Assist in collate of management information as required from time to time.

▪ Carry out office administration functions are required by the Country Manager/

Head Investment Advisor.

Education Requirements

▪ A bachelor’s degree in any business-related field

▪ Chartered Institute of Securities and Investments qualification (CISI)

Work Experience

▪ At least two 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

Note: Deadline for this job posting is Friday 15 August 2025 at 5:00pm and only shortlisted candidates will be contacted.

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