Vacancies: Corporate and Project Financing Specialist, Wealth Management Officers
A Financial Institution Looking for Qualified candidates to fill the following positions below:
Position: Corporate and Project Financing Specialist
Job Description
- Develop corrective financial action plans, as required, that support Company and project policies, procedures, and goals.
- Actively participate in change management and contingency management processes.
- Prepare budget and cost reports for submission to management and plant owners.
- Review cost data with management and coordinate resolution of concerns with other cost team members.
- Assign account numbers for project expenditures in accordance with Company and project processes. Develop documentation justifying account number assignments as required.
- Analyze and report variances for project.
- Communicate project financial/accounting requirements with project team members. Review general ledger to ensure compliance with expectations.
- Prepare and submit financial transactions in accordance with Company policies and in compliance with internal controls.
- Monitor and analyze total-project cost forecasts. Coordinate with project team to manage and update cash flow projections.
- Utilize Company systems to manage and report on budgets, actual expenditures, and future forecasts.
- Perform or assist with financial compliance and procedural audits.
- Apply purchase order terms and accounting policies to develop/confirm cash flow projections.
- Develop or assist in developing additional project policies and procedures to strengthen the accounting program.
Requirements:
- General knowledge of markets and industry
- Proficiency in economics, accounting, financial statements and/or statistics
- At least one area of expertise, for example: industry, market sector, international economy, special situation (distressed companies, mergers and acquisitions)
- Familiarity with financial applications: e.g., Bloomberg, Style Advisor, Baseline, Advent Axys, Wilshire Atlas, Factset and Microsoft Access or other database applications.
- Excellent financial modeling skills
- Most require excellent Excel skills and, possibly some statistical/mathematical software (e.g., Matlab).
- Familiarity with financial risk management strategies relating to the role
Qualifications:
- University degree in Finance/Accounting/Engineering/Math or related field.
- MBA in finance (preferred)
- Minimum of 3 years experience
- CFA designation in progress, or completed (preferred) • ACA or ACCA will be considered
Position: Wealth Management Officers
Job Description
- In charge of generating new businesses on Fund and Investments Management
- Packaging of Credit and Loans for High Net Worth Individuals
- Responsible for weekly journey plan and report generation
- In charge of managing Corporate portfolios (HNIs)
- Sourcing for Risk Assets from High Net Worth Individuals
- Follow up on prospective clients and ensuring closure of deals as quick as possible
- In charge of Tracking and Managing Customers Issues while ensuring Customer satisfaction
- Delivering excellent personalized customer relationship management e.g. Financial Services/ Complex Financial Planning Building a strong Online Presence e.g. Company’s website
- Follow up with team’s prospective customers to deliver excellent relationship management and also involved in sales monthly activity.
- Proper documentation of Company’s documents and customer’s documents
- Creation of HNIs Database on Fund and Investments and Risk Assets
- Troubleshoot to best fit their needs and expectations of Customer
- Demonstrate ability mobilize funds.
Requirements:
- Confidence in dealing with high net worth clients and/or influential people who make special demands.
- Be authentic and demonstrate a passion for providing an excellent customer experience.
- Ensure internal service standards and client needs are met in a compliant and timely manner and that client records are kept up to date. Ensure controls and procedures are adhered to at all times.
- Co-ordinate workflow efficiently to ensure client service satisfaction through accurately inputting work instructions, monitoring e-mail and work queues and general internal liaison with colleagues in Private Banking and other parts.
- Excellent planning and organizing skills, with the ability to work to tight deadlines
- Experience in supporting the team’s business development plans & support business development by identifying customers’ needs that generate high quality investment Identify, take ownership, investigate and resolve customer complaints
- A developed knowledge and understanding of Retail Banking services and products
- A good working understanding of regulatory requirements and financial markets
- Demonstrates helpful banking behaviors
Qualifications:
- University degree in any field with a minimum of 2nd class honours, MBA an advantage.
- Minimum of 3 years banking experience.
- Knowledge of relevant industry sector trends, experience in Africa a plus.
- Business development and client relationship skills, track record and ability to focus on clients needs effectively.
- Ability to interact directly and independently with the senior management of potential clients of financial and technical partners, as well as senior government officials.
- Excellent verbal and written communication skills in English etc
- Strong inter-personal and team working skills, ability to interact effectively with clients and colleagues from various cultural backgrounds.
- Ability to mentor junior investment staff.
- Highly motivated, committed to highest ethical standards; and genuine commitment to sustainable development.
- Established and demonstrated evidence of raising funds for businesses and entrepreneurship.
How to Apply:
Qualified candidates should send their resume to: opportunities001@yahoo.com
Applications close on 19th March 2012.
