Job Overview:

An exciting career opportunity is available for Financial Advisors to service the corporate and retail segments of SIB.

The key purpose of this role is to provide professional financial services to our clients within these segments. The successful candidate will be responsible for sourcing, retaining and growing a client base by implementing financial planning solutions in line... with the client’s needs.

The successful candidate will be expected to carry out the following duties and responsibilities:

Main duties and responsibilities:


Providing suitable advice to best fit the needs and requirements for clients.
Preparing and presenting proposals to existing and potential clients using state of the art financial planning tools
Meeting clients to understand their financial objectives.
Explaining complex information relating to Financial Advisory in a clear and effortless way
Managing, maintaining and building new and existing client relationships
Growing a client book within the first 24 months and consistently thereafter
Adhering to compliance, operational procedures and practice management standards
Staying abreast of product information, performance and industry changes
Building a sustainable book of clients in the corporate and retail segments of SIB.
Consistently achieving the allocated Sales Production Target as per a performance scorecard.


Formal Qualifications:


Bachelor’s degree/Diploma in relevant field
Relevant Commercial/Financial Tertiary qualification
CISI Module I and II
Postgraduate Diploma in Financial Planning Advantageous
CFP Advantageous


Experience and Knowledge:


5 years’ experience in the Financial Services industry in a Sales role within the Asset/Wealth and Investment management spaces
Knowledge and understanding of the dynamics in allocated market
Experience and track record in high-performance sales environments
Knowledge of best practice in Financial Planning and Financial Advisory Services
Knowledge and understanding of financial planning through meaningful client engagements
Knowledge of and understanding of the consultative sales methodology
Experience in application of a defined sales process.


Computer Literacy:


Proficient in MS Office
Experience using CRM
Experience using financial planning toolkits/software


Interpersonal and Intrapersonal Skills:


Strong sales, interpersonal and business-orientated person with the acumen to build client relationships
Networking
Prospecting skills
Personal Branding
Social Selling skills
Virtual Selling Skills
Consultative Selling skills
Lifelong Learning
Self-driven: Able to work independently
A passion for the financial planning environment
Relationship management and networking skills
Able to plan and manage time effectively
Analytical and numerical skills with the ability to analyze and interpret statistical information
Impeccable work ethic
Team-orientated
Strong presentation skills
Emotional Intelligence


Industry Background:


Asset Management
Commercial banking (Deposit Mobilization)
Investment Banking
Real Estate
Insurance


Employment Type


Full-time: 100% Commission Structure


Job Functions


Client Service
Financial Planning
Investment Advisory
Account Management
Sales more

About the Role:

A highly motivated and experienced Global Markets Dealer who plays a critical role in research, structuring, and execution of trading strategies, managing portfolios, and contributing to the fund’s overall success. The Dealer leverages their market expertise, quantitative skills, and risk management acumen to generate alpha and maximize returns, while maintaining compliance with... internal policies and regulatory requirements.

Key Responsibilities:


Trade Execution

Develop, execute, and manage trading strategies across multiple asset classes, including equities, currencies, commodities, and derivatives, in alignment with the fund’s strategy;
Maintain a high level of precision and speed to capitalize on market opportunities.


Risk Management

Conduct detailed scenario and sensitivity analysis to evaluate potential outcomes of trades;
Managing risk exposures by implementing hedging strategies and continuously monitoring trading activities to mitigate evolving risks;
Adhering to the fund’s risk management framework, ensuring compliance with all limits;
Stay informed about market developments, regulatory changes, and industry trends affecting trading activities.


Market Analysis

Monitor global financial markets, identifying trading opportunities and emerging trends;
Determining market sentiment via research, valuation and data analysis;
Provide real-time market commentary and insights to the portfolio management team;
Researching, creating and circulating a weekly market review amongst other requested reports;
Informing sales staff and financial advisors about market movements and prices.


Portfolio Management

Creating daily valuation and exposure reports for the Executive Director, Global Markets;
Collaborate with the portfolio management team to optimise portfolio allocations and achieve target performance metrics while maintaining optimal risk exposure levels.


Research & Strategy Development

Develop and refine quantitative or fundamental trading strategies across multiple asset classes.


Technology & Tools

Formulating, testing and evaluating trading algorithms;
Leveraging quantitative models, advanced trading platforms and data analytics tools to enhance efficiency.


Any other duties that may be assigned from time to time by the Executive Director, Global Markets.


Qualications:

Education:


Bachelor’s degree in Finance, Economics, Engineering, or related field (Master’s degree or CFA certication is a plus)


Experience:


Minimum of 2 years work experience in financial services, ideally in Banking or Investments;
Strong track record of trading in financial instruments, with live trading history for at least the last one year
Expertise in specific asset classes is an added advantage


Skills & Competencies:


Strong quantitative and analytical skills;
Strong skills in research, portfolio construction and optimization, risk management, trade execution and Portfolio Management;
Excellent decision making skills under pressure, with a disciplined approach to risk management;
Exceptional communication and interpersonal skills, with the ability to collaborate with team members in a fast-paced environment, and to interact with clients. more

About the Role:

SIB is seeking to hire a highly motivated and experienced Rates Trader who plays a critical role in research, structuring, and execution of trading strategies, managing portfolios, and contributing to the fund’s overall success, with a focus on interest rate markets, including government bonds, interest rate swaps, futures and other related instruments. The rates trader should... have a strong understanding of global macroeconomic trends, central bank policy, and yield curve dynamics to deliver consistent alpha within a disciplined risk management framework.

Key Responsibilities:


Trade Execution

Develop, execute, and manage trading strategies across multiple asset classes, including government bonds, interest rate derivatives, currency derivatives, futures, options, swaps, and repo markets in alignment with the fund’s strategy;
Optimise trade execution and portfolio structuring to achieve best pricing, return, and liquidity;
Manage the operational elements of the Sovereign Debt Desk.


Risk Management

Conduct detailed scenario and sensitivity analysis to evaluate potential outcomes of trades;
Managing interest rate and duration risk exposures by implementing hedging strategies and continuously monitoring trading activities to mitigate evolving risks;
Adhering to the fund’s risk management framework, ensuring compliance with all limits;
Stay informed about market developments, regulatory changes, and industry trends affecting trading activities.


Market Analysis

Monitor and analyze macroeconomic data, central bank policy, inflation trends, and yield curve movements to identify trading opportunities;
Provide market insights and strategy ideas to the portfolio management team.


Portfolio Management

Creating daily valuation and exposure reports of FIxed Income and Rates products for the Executive Director, Global Markets;
Tactical management of interest rate exposure, duration and curve positioning in the portfolio.


Research & Strategy Development

Develop and implement directional and macro-driven strategies across interest rate markets.


Technology & Tools

Any other duties that may be assigned from time to time by the Executive Director, Global Markets.




Qualifications:

Education:


Bachelor’s degree in Finance, Economics, Engineering, or related field (Master’s degree CFA certification is a plus


Experience:


Minimum of 2 years experience trading rates products;
Deep understanding of global rates markets, yield curves, central bank policy impact, and currency derivatives.


Skills & Competencies:


Strong skills in research, portfolio construction and optimization, risk management, trade execution and Portfolio Management of government bonds, currency derivatives, and other interest rate products;
Strong quantitative and analytical skills;
Excellent decision making skills under pressure, with a disciplined approach to risk management;
Exceptional communication and interpersonal skills, with the ability to collaborate with team members in a fast-paced environment, and to interact with clients. more

Job Overview:

To cater for our Muslim clients and other ethical investors, Standard Investment Bank through its Islamic Investment Banking window, SIB Najah is seeking an experienced and knowledgeable Financial Advisor to join our dynamic team. The ideal candidate will have a strong understanding of Islamic finance principles and regulations, coupled with excellent financial advisory skills.... The primary responsibility of this role is to provide tailored investment advice and financial planning services that align with Shariah guidelines and meet the unique needs of our clients.

Key Responsibilities:


Conduct thorough financial assessments for clients to understand their investment goals, risk tolerance, and financial situation.
Develop personalized and Shariah-compliant investment strategies that adhere to Islamic financial principles, ensuring they are aligned with the client’s objectives.
Recommend a diversified portfolio of investment products, such as Sukuk, Islamic funds, equities, and other Shariah-compliant financial instruments.
Stay updated on the latest developments and trends in Islamic finance and investment markets to provide up-to-date advice.
Monitor and review client portfolios regularly, making necessary adjustments based on market conditions and changing client circumstances.
Educate clients about the principles of Shariah-compliant investing and provide guidance on the ethical and social considerations that influence investment decisions.
Collaborate with internal teams, including research and compliance, to ensure that investment recommendations follow Shariah guidelines and regulations.
Cultivate and maintain strong client relationships through regular communication, meetings, and proactive engagement.
Keep accurate records of client interactions, investment decisions, and portfolio performance.
Participate in business development activities to attract new clients and contribute to the growth of the firm’s Shariah-compliant investment advisory services.


Qualifications:


Bachelor’s degree in Finance, Economics, Islamic Banking, or a related field. A Master’s degree or relevant certification (e.g., Certified Islamic Finance Executive) is a plus.
A minimum of 5 years of experience as a Financial Advisor, with a proven track record in Shariah-compliant investment advisory.
In-depth knowledge of Islamic finance principles, including Shariah-compliant investment instruments and regulations.
Strong analytical skills to assess financial data and market trends, and the ability to translate these insights into actionable investment strategies.
Excellent communication and interpersonal skills to build rapport with clients and explain complex financial concepts in an understandable manner.
Proficiency in financial software and tools for portfolio analysis and investment research.
Demonstrated ethical and professional behaviour in line with Islamic financial ethics and values.
Ability to work independently and as part of a team, while managing multiple clients and priorities simultaneously.
Fluency in Somali and Swahili is a plus, as the role may involve communicating with clients from diverse backgrounds. more

Job Overview


Standard Investment Bank Ltd (SIB) is a leading financial services firm in Kenya founded in 1995. The firm offers individual and institutional clients a single point of entry for Asset Management, Securities Trading, Market Research, Investment Management and Corporate Finance. SIB is regulated as an Investment Bank (2003) and a Money Manager (2018) by the Capital Markets... Authority.
We are seeking a highly motivated Information Technology expert to join our Technology department as an IT Assistant. The successful candidate will be responsible for providing technical support, troubleshooting computers, ensuring the network is functioning properly, seeing through assigned projects, and basic programming.
The successful candidate will be expected to carry out the following duties and responsibilities.


Duties and Responsibilities:


Providing technical support to users in the organization.
Ensuring the network infrastructure is working correctly, diagnosing problems, and resolving them.
Performing regular checks on systems and prepare reports to the Head of Technology based on the company IT policies and procedures.
Undertaking assigned projects, which may include systems maintenance, upgrades or programming.
Configuring the telephony system, which includes onboarding new users, off boarding leavers and any required maintenance.
Designing, configuring, managing, and maintaining network services for existing devices and new devices, to facilitate efficient wired and wireless network setup and perform L2 switching and L3 routing.
Deploying and administering security services in information systems and infrastructure while ensuring 100% compliance with the set security policy standards.
Designing and implementing new solutions as well as improve resilience of the current information systems environment.
Reporting network operational status by gathering and prioritizing information and managing projects.
Liaising with project management teams, third-line engineers and service desk engineers on a regular basis to ensure smooth operations of our services.
Performing any other assigned company duties.


Requirements:


BSc in Computer Science, Information Technology, Telecommunications or any other related field.
0-2 years of experience in a highly active IT support environment.
Proven experience as an IT Assistant, IT Consultant or similar role.
Networking and ITIL Certifications will be an added advantage
Strong knowledge of computer hardware and software troubleshooting.
Excellent communication and interpersonal skills.
Ability to work effectively in a team environment.
Strong analytical and problem-solving skills.
Detail-oriented and ability to multitask.
Proactive, with a desire to learn and improve. more

Customer Support:


Handle inbound and outbound customer calls efficiently.
Provide accurate information about products and services.
Resolve customer complaints and inquiries in a timely and effective manner.
Escalate complex issues to the appropriate department or supervisor when necessary.


Data Entry & Documentation:


Accurately input customer information and details into... the CRM database.
Maintain clear and organized records of customer interactions.
Document key details for follow-up actions or case resolution.


Problem-Solving:


Assess customer needs and provide appropriate solutions.
Troubleshoot common customer issues with guidance from provided scripts and manuals.


Sales:


Promote and upsell products/services where applicable.


Call Management:


Manage call queues to minimize wait times and provide timely responses.
Follow established call-handling procedures and scripts.


Team Collaboration:


Work closely with team members to ensure customer service standards are maintained.
Participate in team meetings, training sessions, and performance evaluations.


Skills & Qualifications:


Education: Minimum of a Bachelors degree.
Experience: At least 3 years experience in customer service or call centre environment is preferred but not required.
Communication: Excellent verbal and written communication skills.
Technical Skills: Intermediate Microsoft Office skills
Problem-Solving: Strong analytical skills.
Interpersonal Skills: Ability to remain calm and handle difficult customers with empathy and professionalism.
Time Management: Ability to prioritize tasks and manage time effectively. more

Administrative Support:


Assist in the daily administrative tasks of the call centre.
Maintain and update records, files, and databases.
Handle paperwork related to customer interactions, reports, and performance tracking.


Data Management:


Organize and ensure accuracy of customer data in the CRM system.
Pull reports and provide data insights for the call centre management... team.
Track and monitor call performance metrics.


Scheduling & Coordination:


Coordinate meetings and training sessions for the call centre team/distribution team.
Communicate scheduling changes or updates to the team.


Customer Interaction:


Handle customer inquiries via call/emails.
Provide support to customers by escalating concerns or directing them to the right associate.


Compliance & Quality Assurance:


Ensure compliance with company policies and procedures.
Assist in quality checks of customer service calls and reporting issues or improvements to the supervisor.


Skills & Qualifications:


Experience: Administrative or call centre experience preferred.
Technical Skills: Proficient in MS Office, particularly Excel, and experience with CRM or call centre software.
Communication: Strong verbal and written communication skills.
Organizational Skills: Highly organized with attention to detail.
Problem-Solving: Ability to address issues and propose solutions in a timely manner.
Time Management: Efficient in handling multiple tasks and deadlines. more

Main duties and responsibilities:

Providing suitable advice to best fit the needs and requirements for clients.
Preparing and presenting proposals to existing and potential clients using state of the art financial planning tools
Meeting clients to understand their financial objectives.
Explaining complex information relating to Financial Advisory in a clear and effortless way
Managing,... maintaining and building new and existing client relationships
Growing a client book within the first 24 months and consistently thereafter
Adhering to compliance, operational procedures and practice management standards
Staying abreast of product information, performance and industry changes
Building a sustainable book of clients in the corporate and retail segments of SIB.
Consistently achieving the allocated Sales Production Target as per a performance scorecard.

Formal Qualifications:

Bachelor’s degree/Diploma in relevant field
Relevant Commercial/Financial Tertiary qualification
CISI Module I and II
Postgraduate Diploma in Financial Planning Advantageous
CFP Advantageous

Experience and Knowledge:

5 years’ experience in the Financial Services industry in a Sales role within the Asset/Wealth and Investment management spaces
Knowledge and understanding of the dynamics in allocated market
Experience and track record in high-performance sales environments
Knowledge of best practice in Financial Planning and Financial Advisory Services
Knowledge and understanding of financial planning through meaningful client engagements
Knowledge of and understanding of the consultative sales methodology
Experience in application of a defined sales process. more

Job Description:

As a Mansa-X Portfolio Analyst, you will be responsible for researching, structuring and executing trades in different markets in conjunction with the Portfolio Management team. You will leverage your knowledge of market trends, technical analysis, and trading strategies to make informed decisions and manage risk effectively.
Additionally, you will monitor portfolio... performance, implement trading strategies, and maintain compliance with internal policies and regulatory requirements.

Requirements:

Minimum of 2 years work experience in financial services, ideally in investment banking, commercial banking (specifically in a treasury ANA role) or in hedge funds
Strong track record trading and investing in financial instruments, with live trading history for at least the last one year;
Strong skills in research, portfolio construction, optimization, risk management, trade execution and Portfolio Management;
Ability to work effectively under pressure, make quick decisions, and manage multiple tasks simultaneously;
Excellent communication and interpersonal skills, with the ability to collaborate with team members and interact with clients;
Strong understanding of risk management principles, trading regulations, and compliance requirements;
Bachelor’s degree in Finance, Economics, Engineering, or related field (Master’s degree or CFA certification preferred).

Duties & Responsibilities:

Develop, implement, and manage trading strategies across various markets and products with the approval of the Executive Director, Global Markets;
Manage risk exposures by implementing hedging strategies, and adhering to risk management protocols;
Creating daily exposure reports of running trades for the Executive Director, Global Markets;
Determining market sentiment via research, valuation and data analysis;
Market making in specific OTC products;
Formulating, testing and evaluating trading algorithms;
Liaising closely with inter-dealer brokers and traders for data collation and monitoring market performance;
Work within the laid down risk management limits as per the Global Markets policy with direction from the Executive Director, Global Markets;
Consistently reaching laid down targets on the trading desk while adhering to the risk management framework;
Researching, creating and circulating a weekly market review amongst other requested reports;
Informing sales staff and financial advisors about market movements and prices;
Stay informed about market developments, regulatory changes, and industry trends affecting trading activities;
Any other duties as may be assigned from time to time by the Executive Director, Global Markets.

Closing on: Aug 31, 2024 more

Job Overview:

To cater for our Muslim clients and other ethical investors, Standard Investment Bank through its Islamic Investment Banking window, SIB Najah is seeking a Call Centre Intern to join our dynamic team. The ideal candidate will have a strong understanding of Islamic finance principles and regulations, coupled with excellent client service skills.
As a Call Centre Intern, you will... play a pivotal role in providing exemplary client service via telephone and email by addressing inquiries, resolving issues, and ensuring a positive customer experience.

Responsibilities:
Customer Interaction:

Handle incoming calls from clients with professionalism, addressing inquiries, and providing accurate information regarding banking and investment products.
Assist clients in navigating online platforms, processing transactions, and resolving account-related issues.

Operational Gap Analysis:

Conduct regular reviews of existing call centre systems and processes to identify potential operational gaps and inefficiencies.
Collaborate with cross-functional teams to implement improvements and streamline procedures for enhanced customer service.

Documentation and Reporting:

Maintain detailed records of customer customer interactions, ensuring accuracy and compliance with investment banking regulations.Generate reports on operational performance, highlighting areas of improvement and presenting recommendations to management.

Training and Development:

Participate in training programs for call centre staff to ensure a consistent and high standard of customer service.
Contribute insights to the development of training materials, focusing on addressing identified operational gaps.

Continuous Improvement:

Stay informed about industry trends, regulatory changes, and emerging technologies to propose innovative solutions for enhancing call centre operations.
Actively participate in team meetings to discuss challenges, share best practices, and contribute to a culture of continuous improvement.

Core Competencies
The following Core competencies are the skills, knowledge and behaviours expected of an employee at Standard Investment Bank:

Maximizing Resources – Builds and leverages infrastructure, knowledge and networks
Empowerment – Empowers customers, employees, shareholders and society
Care and Protection – Demonstrates care and protection to customers, employees, shareholders and society
Communication Skills – Communicates proactively, clearly, timely, consistently, completely and professionally – in written and oral forms to both internal and customers
Initiative & Confidence – Generates and shares new ideas that add value to SIB and looks at different ways to solve problems and address difficulties
Teamwork – Contributes fully to team effort and plays an integral part in the smooth running of teams without necessarily taking the lead
Sector Acumen – Has a good understanding of the sector environment and the impact their behaviour has on co-employees, service delivery to customers and SIB’s reputation
Respect – Treats colleagues and customers in a manner which demonstrates integrity, honesty, fairness and value for other people’s time

Closing on: Aug 22, 2024 more