Portfolio Manager - Fund & Wealth, KCB Investment Bank
Posted:
Company Details
Name:KCB Bank Kenya
Industry:
Banking
Website:
https://ke.kcbbankgroup.com/
Description:
Kenya Commercial Bank Limited is registered as a non-operating holding company which started operations as a licensed banking institution with effect from January 1, 2016. The holding company oversees KCB Kenya - incorporated with effect from January 1, 2016 - and all KCB's regional units in Uganda,…
View more
Job Details
Job Type:
Full Time
Workplace Type:
On-site
Qualification:
Diploma
Job Experience:
Mandatory
Job Location:
Nairobi County, Kenya
Closing Date:
Undisclosed
Salary:
KES Unspecified / month
Other Pay:
Benefits
Job Category:
Accounting, Finance
Job Description
Portfolio Manager
Key Responsibilities
Investment Strategy Development
- Develop and implement tailored investment strategies based on client objectives and risk profiles
- Analyze market trends, economic indicators, and emerging opportunities to guide investment decisions
- Maintain strong expertise across asset classes including equities, fixed income, real estate, private equity, and alternative investments
Portfolio Management
- Manage and oversee diversified investment portfolios aligned with strategic goals
- Monitor performance, rebalance portfolios, and adjust strategies to manage risk and maximize returns
- Apply financial modeling and analytical tools to evaluate investment scenarios
Client Communication & Reporting
- Provide regular portfolio updates and market insights to clients
- Present investment strategies to institutional investors, pension funds, and high-net-worth individuals
- Prepare high-quality reports and presentations for client engagements
- Address client queries promptly while maintaining strong relationships and trust
Research & Analysis
- Conduct in-depth research on markets, asset classes, and macroeconomic conditions
- Stay updated on regulatory developments and industry best practices
- Collaborate with research teams to enhance investment decision-making
- Support due diligence, valuation analysis, and credit risk assessments
Collaboration & Team Support
- Work closely with wealth managers and advisors to deliver integrated financial solutions
- Contribute to strategy discussions, market outlook sessions, and client case reviews
- Support the division’s strategic initiatives and growth objectives
Minimum Qualifications – Academic & Professional
Mandatory
- Bachelor’s Degree from a recognized university
- Professional certification (e.g., CFA, CPA (K), CISA, CCMS, ICIFA, or CISI – Part 3)
Experience
- Minimum of 5 years’ relevant experience in portfolio or fund management
Core Experience (minimum 3 years in most areas below)
- Portfolio or Fund Management
- Compliance & Risk Management
- Financial Modelling & Valuation
- Business Development
- Relationship Management
- Alternative Investments
Additional Advantage
- Master’s Degree in Business or a related field
- Market Research & Asset Allocation
Key Competencies
- Strong analytical and financial modelling skills
- Deep understanding of investment markets and instruments
- Excellent client relationship and communication skills
- Strategic thinking and decision-making ability
- High level of professionalism and integrity
595 open positions on Semasocial right now
· 6848 open positions in Nairobi County, Kenya
· 38 posted in the last 7 days
Contact Information
CV Job Description Matcher See how well your CV matches this job and get tips to improve your chances AI Tool
This tool helps you see how closely your CV matches a job description. It also gives you simple suggestions on what to improve so you have a better chance of getting shortlisted.
Beware of Fraudsters!
Never pay anyone for job applications, interview tests, or job interviews. A genuine employer will never ask you for payment under any circumstances.
Never pay anyone for job applications, interview tests, or job interviews. A genuine employer will never ask you for payment under any circumstances.
Disclaimer & TOS: We do not guarantee the authenticity of every single job posting and are not responsible for any fraudulent activity or misrepresentation by third parties. We are not involved in any stage of the interview or recruitment process and do not charge any fees from job seekers. For further details, please read the rest of the Terms of Service.