Investment & Client Services Manager job at Jubilee Insurance
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Vacancy title:
Investment & Client Services Manager

[ Type: FULL TIME , Industry: Insurance , Category: Accounting & Finance ]

Jobs at:

Jubilee Insurance

Deadline of this Job:
13 June 2022  

Duty Station:
Within Kenya , Nairobi , East Africa

Date Posted: Monday, June 06, 2022 , Base Salary: Not Disclosed

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Investment & Client Services Manager

Role Purpose
The role holder will conserve existing business while providing superior service to retirement benefits business clients (deposit administration) in full compliance with the laid down procedures and guidelines as set out in the operations manuals.

Main Responsibilities
1. Business Growth:
2. Development and implementation of business growth strategies which is aligned to company strategies.
3. Conserving existing business through superior client servicing and providing alternative options.
4. Relationships Management: Building strong business relationships with our existing clients and intermediaries to ensure business retention.
5. Customer Care: Providing superior services to Retirement Benefits clients. Making regular visits to clients and preparing reports on the client’s needs and current legislations.
6. Preparation of guaranteed quarterly reports and investment presentations.
7. Statistical Analysis & Returns: Preparing summary/ statistical reports of the Retirement Benefits schemes as may be required.
8. Leadership – Mentoring and coaching pension administrators in client servicing and in investment presentations.
9. Schemes Compliance:
o Ensure all schemes investment returns are filed before the statutory deadlines.
10. Work closely with the administrators’ schemes to ensure compliance to regulatory requirements

Key Competencies
1. Visionary Entrepreneurial Spirit
2. Market Awareness
3. Customer Focus
4. Continuous Innovation
5. Ownership & Commitment
6. Team Spirit

1. Bachelors Degree in Mathematics/Statistics/Actuarial Science or Bachelor of Commerce in Accounting/Marketing or any other related field.
2. Knowledge of legislation governing Retirement Benefits and Insurance in Kenya

Relevant Experience
• Minimum of 5 years’ experience in a similar role, 2 of which in a supervisory role.

Work Hours: 8

Experience in Months: 60

Job application procedure
If you are qualified and seeking an exciting new challenge, please apply via  quoting the Job Reference Number and Position by 13th June 2022.
Only shortlisted candidates will be contacted.

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Job Info
Job Category: Accounting/ Finance jobs in Kenya
Job Type: Full-time
Deadline of this Job: 13 June 2022
Duty Station: Nairobi
Posted: 07-06-2022
No of Jobs: 1
Start Publishing: 07-06-2022
Stop Publishing (Put date of 2030): 07-06-2065
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