Senior Associate- Wealth Management Operations
2025-07-25T05:53:30+00:00
I&M Bank
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https://www.imbankgroup.com/
FULL_TIME
kampala
Kampala
00256
Uganda
Banking
Admin & Office
2025-08-15T17:00:00+00:00
Uganda
8
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.
▪ 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 High level of accuracy and attention to detail. Ability to learn new systems fast Resilience and drive
▪ 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-68831bdab04ea
Vacancy title:
Senior Associate- Wealth Management Operations
[Type: FULL_TIME, Industry: Banking, Category: Admin & Office]
Jobs at:
I&M Bank
Deadline of this Job:
Friday, August 15 2025
Duty Station:
kampala | Kampala | Uganda
Summary
Date Posted: Friday, July 25 2025, Base Salary: Not Disclosed
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JOB DETAILS:
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.
▪ 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
Job application procedure
Interested and qualified? Click here to apply
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