Accounting-finance-jobs at Public Sector Accounting Standards Board and other companies

Director Internal Audit job at Public Sector Accounting Standards Board
Deadline of this Job: 20 july 2022
Director Internal Audit
The position is responsible for prescribing and overseeing the formulation of generally accepted Internal Auditing Standards and mainstreaming of best practices for Good Governance, Internal Controls and Risk Management in the Public Sector in line with Section 194 of the PFM Act (2012) and its Regulations.

Key Responsibilities
• Spearhead formulation, development and review Internal Audit Standards directorate’s strategies, policies and procedures that are in line with constitutional values and principles.
• Review laws, regulations and policies relating to Internal Audit, Audit Committees and Risk Management and advise the Government on relevant changes.
• Advise public sector entities on professional competency framework of Internal Auditors and Risk Management officers in the Public Sector.
• Oversee the process of setting Internal Audit Standards and procedures that comply with the PFM Act (2012)
• Collaborate with the Global Institute of Internal Auditors, the Institute of Internal Auditors (Kenya) IAGD of the National Treasury on development of International Professional Practice Framework for internal auditors.
• Collaborate with the International Standards Organization and local risk management professional bodies on development of Risk Management Guidelines.
• Benchmark with International Standards Setting Bodies and other Countries on best practices and emerging issues in Risk Management, Internal Controls and Good Governance and advise the Board.
• Oversee the development and review of internal audit guidelines, audit manuals and templates to guide public sector entities in implementing the internal audit standards.
• Advise Public Sector Entities on acquisition and use of suitable Governance, Risks and Compliance systems, audit management software and data analysis tools.
• Oversee quality assurance reviews to monitor implementation of prescribed standards and guidelines.
• Supervise the development of Internal Audit methodologies to assist internal auditors in conducting Value for Money, Forensic, compliance, financial, process audits among others.
• Coordinate the development and review risk management guidelines for all public sector entities.
• Advise public sector entities in the development of entity specific risk management frameworks.
• Guide public entities in the implementation of the prescribed corporate governance and internal control frameworks.
• Advise stakeholders on terms of service, structure and positioning of internal auditors, risk management officers and audit committee members.
• Oversee development and review of audit work programme manual that comply with PFM Act (2012).
• Coordinate publishing and publicizing of the prescribed Standards, Guidelines, Manuals and Templates for all public sector entities.
• Oversee the process of monitoring implementation of prescribed guidelines, manuals, and templates for all public sector entities and provide recommendations to address any identified gaps.
• Lead in research to inform setting of Internal Audit Standards, internal control frameworks, risk management frameworks and Corporate Governance practices.
• Advise on gazettement and the effective dates of implementation of standards, frameworks & guidelines.
• Coordinate and participate in the development of training and capacity building strategy on internal audit, risk management and good governance
• Establish partnerships and collaborations with stakeholders to enhance service delivery in implementation of the Internal Audit Standards, Governance and Risk Management across the Public Sector

Job Specification
The applicant must demonstrate evidence of the following qualifications:
• Have served in a Financial, Accounting, Banking or Audit Function in a reputable organization for a minimum period of twelve (12) years five (5) years of which should be at a Senior Management Position
• Master’s Degree in in the following Disciplines:- Finance, Accounting, Auditing or equivalent qualifications from a recognized institution
• Bachelors Degree in Commerce (Finance/Accounting/Auditing option) Economics or its equivalent qualification from recognized institution;
• Certified Internal Auditor
• Certification in Risk Management
• Holder of CPA (K), ACCA, CIFA or any other relevant qualification
• Full member of Institute of Internal Auditors (IIA) in good standing
• Full member of Institute of Certified Public Accountant of Kenya (ICPAK)
• Certificate in Strategic Leadership Development Programme lasting not less than six (6) weeks from a recognized institution;
• Be of proven integrity, transparency and accountability;
• Certificate in computer application skills from a recognized institution;
• Demonstrate administrative and professional competence in Auditing work; and
• Have thorough understanding of the organizational goals, policies and objectives and the ability to relate them to audit work"

Job application procedure
If you can clearly demonstrate your ability to meet the specified criteria, please email your C.V, copies of academic and professional certificates and any other supporting documents to the address to recruitment@psasb.go.ke . Kindly indicate the reference number on the subject of the email. Shortlisted candidates will be required to submit clearance/compliance certificates from CID, HELB, EACC, CRB & KRA in their applications which should be received not later than 20th July, 2022 at 5.00pm

Deadline of this Job: 20 July 2022

Payment
Parties will agree on a payment schedule with the successful candidates based on the achievement of set milestones. The applicants are encouraged to propose the payment schedules in their financial proposal. Please note this will not affect the selection.

Service Provider Profile
The profile of the Service Provider must meet the following minimum requirements:
Minimum of a bachelor’s degree in Arts and culture, economics, social sciences, statistics, education, or any other relevant field.
At least 5 years’ experience of conducting program evaluations / impact evaluations with a focus on both qualitative and quantitative approaches.
Excellent command of written and spoken English.
Preferrable with good understanding of at least one local language either Swahili or Somali. (Having both is an asset)
Good understanding of youths programming, arts, and culture in the region particularly Kenya and Somalia context (particularly creativity among youth)
Well versed in the use of appropriate analytical software as will be appropriate for a mixed methods study.
Strong analytical and reporting skills

Method of Application
Applications should be submitted on or before 17:00 EAT (20th July 2022)via email as follows:
TO kenya@cisp-ngo.org CC andrew.chemoiywo@cisp-ngo.org
All applications must include all of the following:
Cover letter (maximum 1 page)

Deadline of this Job: 22 july 2022

Credit Management Consultancy
• Job Type Full Time
• Qualification MBA/MSc/MA
• Experience
• Location Nairobi
• Job Field Administration / Secretarial Qualifications and experience
The minimum competencies and qualifications include:
1. Master's degree in Business Administration, finance or related field for the Team lead.
2. Professional certification in areas such as credit management will be an added advantage.
3. Good analytical and presentation skills
4. Experience in developing credit management frameworks and manuals for SMEs, preferably microfinance institutions.
5. Experience in training teams and developing effective credit management policies and procedures
6. Experience with supporting microfinance institutions in fragile/refugee economies is a good advantage


Job application procedure
The AECF is an Equal Opportunity Employer. The AECF considers all interested candidates based on merit without regard to race, gender, colour, national origin, religion, sexual orientation, age, marital status, veteran status, disability, or any other characteristic protected by applicable law AECF invites qualified consultants to send a proposal to aecfprocurement@aecfafrica.org  marked “TERMS OF REFERENCE FOR CREDIT MANAGEMENT CONSULTANCY” The AECF shall not be liable for not opening proposals that are submitted with a different subject. The proposal should be received no later than 22nd July , 2022, by 5.00 pm East Africa Time (GMT +3) addressed to: The AECF, Procurement Department. All clarifications and or questions should be sent to aecfprocurement@aecfafrica.org  . Kindly note bids received will be evaluated on a rolling basis due to the urgency. Be found by employers. Sign up and complete your profile.

Deadline of this Job: 30 July 2022


Investment Officer

Your Role and Responsibilities
As an Investment Officer, you will lead deal origination, evaluation and presentation for investment decision, and contribute to the overall vision and direction of KCV as a member of the management team. Reporting to the Investment Manager, the Investment Officer will be assigned to a specific investment/ financing segment, either early stage investment / financing or growth stage investment/ financing.

You will;
• Lead a team of investment Analysts and review/ evaluate investment opportunities in order to prioritize, build consensus for investments and achieve set goals;
• Source and originate deals, coordinating investment appraisal, due diligence, investment negotiation, value creation and exit strategies;
• Coordinate the due diligence process;
• Prepare propositions, presentations and reports for the Investment Committee;Deal execution including valuation, structuring and negotiating terms, management of advisors through to completion;
• Lead assess, document and coordinate delivery of pre – investment support required by selected investment pipeline.
• Document, validate and update with the operational environment and continuously seek ways to improve and expand reliable pipeline for KCV to invest.
• Contribute to a system of deriving knowledge and understanding of investors’ appetite relevant to KCV’s portfolio, building relationships and educating them about KCV portfolio and followon investment opportunities;
• Identify potential investor networks within target industry verticals with the capability to invest; and
• Establish and deepen relationships with venture capital/private equity firms and intermediaries.

Do you have what is takes?
For this role, the qualifications include;
• 3 – 5 years investments experience in venture capital, private equity, corporate venturing ideally in an early stage investment fund, in a financial, commercial or fundraising role, investment professional in an impact or private equity fund;
• Bachelors degree in Finance or related field
• Master’s degree is an added advantage;
• CFA certification is an added advantage;
• Demonstrable understanding of venture investment and end to end investment cycle;
• Over 3 years’ experience in financial analysis and financial modeling.
• Strong analytical skills, including interpreting investment industry statements, research and operational analysis;
• A strong business perspective, preferably with experience working in a financial institution or development financing institution.
• Experience with investments within the focus areas of renewable energy, water, commercial forestry, agribusiness and waste management.
• Must possess good understanding of SGBs financing and support, private sector.
• Must possess understanding of climate financing.
• Experience with enterprises which apply climate lens, gender lens and/ or refugee lens investment
• A good understanding of rural and/or financial services markets in Kenya;
• Strong leadership and influencing skills;
• Entrepreneurial individual with unquestionable integrity.
• Proven experience in industry stakeholders’ management, relationship building skills with strong networks across sectors including funding agencies and impact investors;
• Possess excellent command of the English language skills both writing and speaking;
• Must possess excellent planning, organization and management skills;
• Excellent writing, communication and presentation skills.
• Strong interpersonal skills, with a good aptitude for and transparency, patience and perseverance.
• Experience working in Sub Saharan Africa is an added advantage.  

Job application procedure
Interested candidates are invited to send their up to date CV with their contact details, details of current and expected remuneration, the names of three referees and a cover letter demonstrating how you meet our requirements to hr@kcv.co.ke . The email subject should refer to the position being applied for. Closing date for applications is 30th July 2022. Only short listed candidates will be contacted. Kenya Climate Ventures is an equal opportunity employer.


Senior Manager – Private Sector Development
Description
The Senior Manager – Private Sector Development (PSD) will have specific responsibilities that include:
• Build a business as the lead for the PSD practice group under the Anglophone Africa domain of MSC,
• Lead delivery of technical assistance to clients while ensuring high quality of delivery, and strict adherence to timelines,
• Mentor junior team members and help them in their professional development,
• Contribute to organizational development by being a team player, and upholding organizational culture, values, and reputation,
• Develop and publish knowledge resources by identifying key issues, lessons learned, and best practices in programs and projects undertaken with different clients and geographies,
• Openness and willingness to travel and spend over 50% of the time on on-site assignments.

Detailed responsibilities:

Business development
• Conceptualize programs and scope funding for the same from international development agencies, multilateral, and governments,
• Lead concept and proposal writing for projects on diverse opportunities to enhance financial, social, and economic inclusion through inclusive banking and financial services approach,
• Relationship management with key stakeholders, including funding partners, clients, policymakers, and government agencies,
• Author or co-author thematic publications to be developed from field experiences,
• Actively engage in marketing activities and participate in digital media dialogues.

Lead and support technical design and delivery of projects
• Develop, lead, and deliver technical projects on private sector development projects for social, financial, and economic inclusion,
• Manage training and capacity building of participants from various sectors.

Business execution

• Participate in project set-up and de-briefing meetings,
• Lead and deliver on projects and assignments,
• Execute projects with the utmost diligence, attention to detail, and focus on quality,
• Make presentations of outputs of consulting projects to senior management of clients, policymakers, and government ministries,
• Review reports and presentations developed by practice group team members,
• Lead report writing and data analysis,
• Develop linkages with key staff of the client to gather project-related information,
• Review training courses delivered, the curriculum developed, and technical assistance provided to clients,
• Contribute to the development of MSC’s toolkits and other publications.

Professional development
• Conduct feedback assessments with team members right after assignment execution in line with the quality control guidelines,
• Assist and support the development of other staff by providing guidance and advice where appropriate,
• Build internal capacities of the staff on banking and financial services, emerging technologies, and their potential for the inclusive finance sector,
• Take ownership of self-development by acquiring skills and knowledge to add value to the organization. Requirements
Qualifications:
• Master in Business Administration (MBA) or equivalent or other relevant professional qualifications as in line with areas of specialization.

Desired work experience:

• 10+ years of experience in emerging markets and understanding of financial inclusion,
• Thorough understanding of private sectors development issues such as agriculture, youth, gender, water and sanitation, health and hygiene, and environment and energy,
• Technical knowledge and expertise in agriculture value chain development and climate change, digital financial services, AgTech or FinTech, and youth empowerment,
• Have more than 7 years of experience in conducting field-based research and use of human-centered design tools,
• Understanding of data analytics and digital technologies,
• Previous experience in consulting or research will be an advantage,
• Experience in writing business proposals and concept papers,
• Should have a demonstrable passion for inclusive finance.

Skills and competencies:
• Ability to lead assignments involving diverse project teams and to work with minimal supervision,
• Ability to develop client relationships and win business,
• Ability to develop and implement training programs,
• Proficient in excel, word, and PowerPoint,
• Strong field orientation and proven interpersonal skills,
• Leadership skills, decision-making skills, problem-solving skills, people-management skills,
• Excellent spoken and written English.

Job application procedure
To Apply Click Here

Financial Analyst job at Medic Mobile
Deadline of this Job: 21 July 2022

Budget Management and Forecasting
• Collaborate with departmental leaders to build team budgets aligned with funding sources.
• Work closely with External Affairs and Programs team to understand Grant and Contract funding pipelines
• For budgeting purposes, ensure alignment of funding pipelines to project teams and finance officers to ensure resource allocations and all necessary budgeting aspects are considered and completed
• Support annual budgeting process, with direction from Comptroller and CEO
• Facilitate quarterly forecasting process for the global team including program financials and administrative projections
• Provide robust forecasting of cash liquidity and advise the management team of cash flow outlook

Analysis and Reporting
• Consolidate and analyze financial data (budgets, income statement forecasts etc.) taking into account company’s goals and financial standing
• Guide the Partnerships team on implications of cost sharing on profitability and impact
• Support External Affairs team on fundraising targets by providing current funding allocation by teams and strategy
• Enhance cost control and compliance standards by driving quarterly internal audit processes including but not limited to review of expenditures, cash receipts, expense documentation, etc.
• Support Comptroller and Strategy Team members with additional analysis or responsibilities as requested

Internal Training

• Support Comptroller and Finance teammates to roll out improved financial management software
• Support Comptroller and Finance teammates to roll out budget management training for Managers

Competencies
• Proficient in spreadsheets, MS Office, and financial software applications
• Strong cross-cultural awareness and passion for working in a diverse environment
• Proven knowledge of financial forecasting, corporate finance, and information analysis
• Attention to detail
• Strong adherence to deadlines
• Excellent communication skills (writing and speaking) in English. Must be able to express thoughts and opinions clearly and concisely
• Proven ability to work independently

Qualifications

• Minimum qualification: BS degree in Finance, Accounting, or related field
• A minimum of 3-5 years of professional experience working in finance and accounting
• Must be flexible with working hours to communicate with international offices
• Experience with non-profit accounting a plus
• Experience working with bilateral or multilateral funders given strong preference (USAID, Global Fund, Gavi, etc.)

Job application procedure
Interested and qualified? Go to Medic Mobile on medic.pinpointhq.com to apply

Deadline of this Job: 21 July 2022

Prevention Officer II – Finance / Audit Specialist
REF: EACC/PS/POIIFA/2
Reporting to the Assistant Director – Corruption Prevention, the job holder will be responsible for the implementation of financial and budget programme activities aimed at the prevention of corruption and economic crimes as stipulated in the Ethics and AntiCorruption Commission Act, 2011.

Duties and Responsibilities
• Reviewing the systems, policies, procedures and practices related to financial management functions in public and private sector institutions;
• Providing advisories on prevention of corruption and bribery targeting public financial management processes;
• Developing corruption prevention guidelines and best practices in public finance processes;
• Mainstreaming standards and best practices in integrity and anti-corruption in financial management;
• Reviewing, analysing and providing feedback on the anti-corruption indicator under the public service Performance Contracting framework;
• Developing Corruption Prevention Guidelines on functions related to financial management and other areas for use in both public and Private sector institutions to promote sector integrity;
• Monitoring implementation of corruption prevention interventions in various organisations.

Requirements for Appointment
For appointment to this position, a candidate must have:
• Minimum relevant work experience of five (5) years, three (3) of which should be in a comparable position from a reputable organisation;
• Bachelor’s degree in Commerce, Accounting, Finance, Business Management, or any other equivalent qualifications from a recognised university;
• Kenya Certificate of Secondary Education (KCSE) minimum Grade C+ or equivalent from a recognised institution;
• Certified Public Accountant of Kenya (CPA-K) or any other equivalent professional qualifications;
• Member of relevant professional body(s);
• Strong analytical, monitoring and evaluation skills;
• Demonstrated integrity and professional competence as reflected in work performance and results;
• Must be able to work in a highly computerised environment.

Job application procedure
All applications must be made online and will be acknowledged via an email. Only shortlisted candidates will be invited for interview.
Interested and qualified? Go to Ethics and Anti-Corruption Commission on jobs.integrity.go.ke to apply

Deadline of this Job: 29 July 2022

Position Description:
• SI is seeking a full-time Accountant to support the Somalia ELMI project’s finance and administration activities. The accountant will work in close collaboration with the Director of Finance & Administration and will be responsible for day to day office expenses. The Accountant position will be full-time, based in Nairobi, for the duration of the project.

Responsibilities:
• Manage cash flow, including funds transfers from SI-HQ, local currency exchange, and petty cash.
• Reconcile bank accounts in collaboration with HQ Accounting as part of a month-end close process.
• Record financial transactions into the accounting system, submit each month’s expenses in a timely manner, and upload the expenses into SI’s internal website, SharePoint.
• Ensure on-time, accurate data entry, completing journal entries for non-routine expenses as necessary.
• Liaise with Director of Finance & Administration and the HQ Finance Manager to conduct a final review of vouchers and vendor invoices to ensure the maintenance of thorough financial documentation on all field transactions.
• Ensure open and competitive bidding processes on procurements, in accordance with USG policy.
• Ensure that all paid invoices agree with supporting documentation, including price quotes, purchase requests, and purchase orders, per SI’s Procurement Policy.
• Record all approved payments for local vendors, contractors, and consultants for goods and services received.
• Liaise with vendors regularly to collect invoices and administrative forms.
• Provide cashier functions and maintain office inventory as follows: intake petty cash funds; count out petty cash to local staff based on receipts authorized in accordance with policies and procedures; record the amount counted out; and perform cash reconciliations.
• Maintain inventories and controls over project office fixed assets, such as furniture and computer equipment.
• Prepare monthly employee salary calculations based on Kenyan labor law and make the necessary employer's and employees’ income tax and social security contribution payments to local authorities in a timely manner.

Qualifications:
• BS/BA in Accounting, and/or equivalent work experience; Master’s Degree preferred.
• Five years of experience with auditing, invoicing, and payroll.
• Demonstrated experience with USAID accounting procedures and regulations.
• Knowledge of electronic accounting systems, such as QuickBooks.
• Excellent skills in Microsoft Office applications, particularly Word and Excel.
• Proven ability to work in a professional and cordial manner with staff members, visitors, and the general public.
• Ability to organize, manage, prioritize, and follow through on multiple tasks in a fast-paced, deadline-oriented environment.
• Excellent ability to work independently with minimal supervision and as part of a team.
• Strong facilitation, networking, and team management skills.
• Demonstrated attention to detail.
• Expertise in organizational and prioritization skills.
• Experience working with USAID-funded projects is strongly desired.
• Written and oral fluency in English.

Job application procedure
Method of Application

Click here to apply


Job Description:
Strategic Financial Planning and Management
• Review monthly funding requests from Field/Regional Offices and ensure that they are in compliance with their committed budget.
• Coordinate submission of monthly requests with the Field Offices and Global Treasury.
• Assist the RFD in ensuring that cost efficiency is embedded in planning and utilization of resources. This is to ensure Field Offices and Regional Office are monitoring their spending against budget commitments to assure that spending occurs only where there are commitments and to minimize year-end overspending.
• Assist the RFD in the region’s financial planning and budgeting process Ensure timely compliance of all Field offices and Regional office with the Finance calendar of activities from regular monthly, quarterly & annual reporting, Annual Budgeting, Annual Insurance and Fleet Updates and implementation of Global initiatives.

Financial Accountability and Reporting
• Monthly review of Field Office and Regional Office financial reports to ensure that the reports are reliable and provide accurate information.
• Ensure appropriate financial and monitoring frameworks are in place, and operating satisfactorily, in each National/Regional Office to support WV’s ministry in the region.
• Involves assisting National Offices designing and improving internal control systems and project accounting systems.
• Oversee and evaluate the region’s financial performance and efficiency through the quarterly financial scorecard issued by the Global Finance Solutions.

Risk Management
• Assist the RFD in enforcing mechanisms to mitigate risk in EAR Support the roll out and monitoring of the implementation of the Anti-Corruption and Accountability Framework in EAR Regular review and update of policies to respond to the emerging risks.
• Improved Balance sheet monitoring through regular reviews and monitoring of Field Office Balance sheets and internal controls.
• Review the EAR Finance Risk Register on Riskonnect to ensure that it is up to date.
• Full and timely implementation of finance audit findings by the FOs Assist RFD to ensure acceptable audit ratings and implementation of any audit findings and Process Improvement Memos.

Regional Finance Systems and Processes
• Assume the role of Regional Finance Process Owner which includes coordination and ensuring Shared Service Full Adoption by all offices (P2P & R2R), roll out of Global initiatives and continuous process improvements.
• Full optimization of Provision in all offices, continuous training on systems and process deployments across the offices in EAR Assume the role of SunSystem/ProVision/LEAP point person for the region, which includes the co- ordination of SunSystems & LEAP Point Persons for the region, co-ordination of trainingsining a strategy.

Capacity Building
• Assist RFD to build financial capacity at National/Regional Office Identify gaps and collaborate with Field Offices to facilitate & coordinate training and capacity building for the staff Sensitize Finance Team Leads on Capacity Building of Teams through the various learning platforms.
• Organize experience sharing engagements among FOs on different subject matters Identify capacity gaps of the FOs and support/ organize learning sessions for the offices in collaboration with RFA, GFM and other subject matter experts.

Others
• Perform special projects for the RFD as necessary. This could include researching key finance ratios to set benchmarks; developing training material for use by FO/RO finance staff (e.g. PowerPoint presentations); identifying alternative options for cost-cutting; researching cost allocation methods within the region; investigate problem areas in RO/FOs; compiling socio-economic data to assist with a model for the effective allocation of resources, etc.
• Act on behalf of the RFD during their absence.
• Attend and participate in devotional meetings.
• Any other business as may be delegated from time to time

KNOWLEDGE/QUALIFICATIONS FOR THE ROLE

Required Professional Experience
• High level computer literacy and knowledge of spreadsheet applications, Power BI, SUN System
• Solid knowledge of accounting principles, financial systems, budget/cash-flow monitoring and internal accounting controls
• Knowledge of and experience with government grant regulations and financial reporting requirements preferred
• Experience in establishing and enforcing common protocols and standards throughout a large organization
• Senior leadership experience in strategic financial management
• Track record of successfully training, developing/mentoring and supervising finance staff
• Working knowledge of the WV Partnership preferred and ability to interface sensitively with people from various departments in both field, global and support offices
• Strong inter-personal skills, and proven team-player
• Excellent written and oral communication skills
• Proven ability to manage competing priorities
• Able to solve complex problems and to exercise independent judgment
• Able to work in a cross-cultural environment with a multi-national staff
• Must be a committed Christian, able to stand above denominational diversities.
• Attend and able to lead in devotions and Chapel services

Preferred Knowledge and Qualifications
• Masters in Finance, Business Admin or Accounting Preferred
• Certified Public Accountant (CPA), ACCA, or CA (Chartered Accountant) or CWA (Cost and Works Accountant) or CFA (Chartered Financial Analyst)
• Work experience in a similar Regional role and managed remote teams
• Experience working in a challenging environment (either in a fragile context or a relief environment)
• Require significant WV Finance Leadership experience and desirable to have working experience in strategic financial management, reporting and compliance for donor funded organizations.
• Proven record of developing people in cross cultural and restricted contexts

Job application procedure
Method of Application
• Interested and qualified? Go to World Vision Kenya on worldvision.wd1.myworkdayjobs.com to apply

Deadline of this Job: 28 July 2022

Overview
Some of the duties associated with the Investment Executive position are:
Prospecting for new business/ business development:
• Initial phone solicitation for new business (cold calling)
• Solicitation through existing social and business networks
• Preparation of lists of prospective/ target clients & maintenance of prospect book
Client visitation & presentation & sales:
• Sales presentations of financial products tcorporate and HNWI prospects in person
• Distribution of up-to-date marketing materials texisting clients and prospects
• Daily in-office and out of office meetings with prospects and clients, including meetings at prospect/client homes and places of work and follow up emails
• Assisting clients filling out account opening documentation o
• Facilitation of client funds transfers.
• Facilitation of documentation associated with placement of funds

Client maintenance & knowledge:
• Servicing of existing clients monthly
• Maintenance of current product knowledge (both in the local & overseas markets), including, but not limited tproduct knowledge of, Fixed Income Securities, Offshore Investments, Unit Trusts & Pension Products
• Successful Candidates for the Investment Executive
• An extremely outgoing, confident personality
• Be self-motivated and be able to express themselves professionally in English Have a serious interest in a long-term career in investment banking.
• An “A” level, “O” level (IGCSE), IB or other international secondary school qualification
• An Undergraduate degree with a second-class upper honours / 3.0 Grade Point Average or above
• A Master’s Degree and/or relevant experience are a plus

Job application procedure
If this describes you and you meet the above requirements, please forward your CV/ Resume to careers@dryassociates.com