Responsible for construction and management of client portfolios. He/she is also responsible for client reporting and making investment decisions within an investment committee.
PRIMARY RESPONSIBILITIES:
Developing and implementing effective investment processes and strategies that comply with the industry standards and relevant regulations.
Implementing robust thought process around the investment philosophy, strategy, and portfolio management process.
Keeping up to date with any changes or developments in the investment sector and providing clients with investment recommendations.
Participation in full investment cycle: client appraisal, research, asset allocation, security selection, portfolio rebalancing, compliance, reporting, as well as new product development.
Achieve investment returns above given benchmarks.
GENERIC DUTIES:
Carry out performance appraisal, coaching and mentoring staff;
Resource allocation, staffing and leave approval;
Participate in planning and budgeting for the department and
Participate in various meeting and committees and acting as spokesperson on behalf of the company.
STAFF MANAGEMENT
Foster a high-performing culture in the department.
Monitor internal performance within each spend segment/category
Champion continuous improvement
AUDIT, COMPLIANCE AND RISK MANAGEMENT
Strict adherence to all regulations, statutes, standards, practices and all internal processes and procedures as per the relevant manuals and comply with all relevant external legislation and regulations with regard to Compliance requirements.
Ensure that as a staff you actively contribute to the department/division attaining a “good” rating in both internal and external audit by performing your role to the required standards and adhering to all internal processes and procedures as per relevant manuals, policies and regulations of the Company.
Ensure that all risk management requirements within your remit are addressed and where necessary escalated through the available defined channels.
Key Skills, Knowledge, Experience and Behavioural Competencies
These are defined as;Proficiency Level Description EssentialEDesirableDAcademic and Professional RequirementsParticularsDetailSpecific Field or Qualification NeedTypeEducationBachelor’s DegreeFrom any recognized chartered universityE Master’s DegreeFrom any recognized chartered universityD Professional QualificationsICIFA, CISICFA, CIPME DExperience Required:DescriptionRequired years of experience Need TypeRelevant experience6ETechnical RequirementsTechnical Skills Requirements1. Portfolio Construction & rebalancingE2. Due diligence and research reviewE3. Relationship managementE4. Presentation SkillsE5. Financial planning and budgetingD6. Strategic thinkingD7. Business acumenDBehavioural CompetenciesThese are defined as:Proficiency Level Proficiency DefinitionsLevel 4Advanced (A)· Applies the competency in considerably difficult situations.· Generally, requires little or no guidance. Core Competencies Proficiency Required1. Customer FocusA2. Business AcumenA3. Driving InnovationA4. Driving Business PerformanceA5. Negotiation and InfluenceA6. Effective CommunicationA
Leadership CompetencyProficiency Required1. Planning and organizingA2. AccountabilityA3. Quality Decision MakingA4. Building PartnershipsA5. Continuous LearningA6. Emotional IntelligenceA7. Conflict ManagementA
Special Position Requirements (Optional section: any travel, security, hazard or related special conditions which apply to the position)
· The role holder may be required to travel to distant branches or wherever the Company has any interest.· Role holder may be required to work extended working hours to ensure jobs are completed on schedule and to specification.
CIC Insurance Values
CIC insurance Group is committed to providing excellent service, spur further growth and employees are required to align their behaviour to the following core values as critical to driving their performance;· Integrity- Be fair and transparent· Dynamism- Be passionate and innovative· Performance- Be efficient and results driven· Co-operation- Live the Co-operative spirit
Job Profile Sign-Off
In the performance of their respective tasks and duties, all employees are expected to conform to the following;
Perform quality work within deadlines, right first time with or without direct supervision.
Interact professionally with other employees, customers and suppliers.
Work effectively as a team contributor on all assignments.
Work independently while understanding the necessity for communicating and co-coordinating work efforts with other employees and organizations.
Unconditional positive regard for customers.
If you have the aforementioned professional and academic qualifications and you are ready to execute the above mandate, strictly apply through: https://cic.co.ke/career/ clearly indicating the position being applied for.
The application should reach us by close of business on 12th February, 2024. Please note only short-listed candidates will be contacted. If you do not hear from us by 7th March, 2024 consider your application unsuccessful.
N/B: This job advert is open to both internal and external candidates.
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