Principal Officer, Investment Advisory Services

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Principal Officer, Investment Advisory Services

Zemen Bank

Finance

Financial Management

Addis Ababa

1 Position

2023-10-17

2023-10-26

Required Skills

Required skills have not yet been specified for this position this job

Fields of study

Accounting

Marketing Management

Management

Economics

Full Time

Job Description

Company Profile

Zemen Bank is one of the fastest growing financial institutions in Ethiopia with major blue-chip clients in its account. The Bank offers customer oriented financial services. We are a fast-moving, fast-growing financial institution seeking highly energetic individuals to join our team. We value high level of customer service excellence, integrity, diligence and teamwork. If you share these values, this is the time to join the bank.

Job Description

This position is responsible for advising clients on investments, taxes, estate planning, college savings accounts, insurance, mortgages, and retirement, researching the marketplace and recommending the most appropriate products and services available, ensuring that clients are aware of products that best meet their needs, and then securing a sale.

Required Technical Competency

● Determine and execute debt market investments, equity market investments, and/or capital market investments

● Lead, conduct due diligence and approval processes, with emphasis on ensuring that key economic, financial, technical, and legal issues are considered and mitigants incorporated in the financing structure and legal documents

● Assess the attractiveness of specific investment opportunities with a strong focus on credit quality and development impact and make recommendations for management.

● Conduct in-depth reviews of clients' financial circumstances, current provision, and future aims

● Assist clients to make informed decisions by researching the marketplace and providing clients with information on new and existing products and services

● Review and respond to clients changing needs and financial circumstances

● Perform any other duties assigned.

Technical Competencies:

● Investment Management

● Entrepreneurial Skills

● Sales Savvy

● Analytical and problem-solving skills

Behavioural Competencies:

● Client centric

● Quality focus

● Strategic direction and leadership

● Leadership skills

Job Requirements

Education:

Bachelor’s in Business Management, Finance, Marketing, Economics, or any other relevant field.

Experience:

At least 5 years relevant experience with 1 years as Senior Officer as a Professional/Expert

How to Apply

Interested applicants who meet the above requirements can submit their application letter and updated CV and credentials in PDF format by clearly stating the position that you are applying for through THIS LINK

Fields Of Study

Accounting

Marketing Management

Management

Economics

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