Senior Associate- Wealth Management Operations
2025-06-06T09:24:00+00:00
BambooHr
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https://www.bamboohr.com/
FULL_TIME
Kampala
Kampala
00256
Uganda
Human Services
Accounting & Finance
2025-06-20T17:00:00+00:00
Uganda
8
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.
▪ 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.
Education Requirements
▪ 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
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.
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
▪ 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
JOB-6842b3b0a7133
Vacancy title:
Senior Associate- Wealth Management Operations
[Type: FULL_TIME, Industry: Human Services, Category: Accounting & Finance]
Jobs at:
BambooHr
Deadline of this Job:
Friday, June 20 2025
Duty Station:
Kampala | Kampala | Uganda
Summary
Date Posted: Friday, June 6 2025, Base Salary: Not Disclosed
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JOB DETAILS:
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.
▪ 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.
Education Requirements
▪ 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
Work Hours: 8
Experience in Months: 36
Level of Education: bachelor degree
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