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| BambooHr |
Associate- Wealth Management Operations Job Post
Location: Jobs in Uganda 2025 - 2026
Work Hours: Full-time, 08 hours per day
Salary:
UGX
No. of vacancies: 01
Deadline: June 20 2025
Hiring Organization: BambooHr
Job Details:
The Job holder will be responsible for day-to-day processing of transactions, account opening documentation checks and review and administrative responsibilities as assigned from time to time.
Key Responsibilities
▪ Unit trust operations including client account opening, client purchases and
withdrawals.
▪ Offshore securities processing and update of transaction on I&M Capital’s
transaction processing system.
▪ Local market trades processing which includes but not limited to treasury bonds
and bills.
▪ Archiving of client agreements and other documents
▪ Ensure unit trust statements and client reports are generated and delivered to
clients within agreed frequency and in a timely manner.
▪ Management of client queries/ enquires and complaints with the assistance.
▪ Carry out daily bank account and stock reconciliations and clearance of
outstanding items within stipulated timelines.
▪ Ensure all system upgrades are managed in accordance with policy; all upgrades
are tested and documented.
▪ Ensure compliance with risk management policies and procedures while
processing transactions.
▪ Assist in collation of information required for regulatory reporting as may be
required from time to time.
▪ Assist in collate of management information as required from time to time.
▪ Carry out office administration functions are required by the Country Manager/
Head Investment Advisor.
Education Requirements
▪ A bachelor’s degree in any business-related field
▪ Chartered Institute of Securities and Investments qualification (CISI)
Work Experience
▪ At least two years’ Banking experience
▪ Good knowledge of Wealth Management Operations
▪ Good knowledge of local and offshore markets and trading procedures
▪ Good knowledge of Client onboarding requirements and policies
Key Required Competencies & Skills
- Excellent written and verbal communication skills
- Excellent time management skills & proactive in all aspects
- Outstanding interpersonal skills and ability to work across functions
- Initiative - must be a self-starter, able to work independently with drive and
motivation and able to perform optimally under pressure and with strict deadlines
- High level of accuracy and attention to detail.
- Ability to learn new systems fast
- Resilience and drive
Application procedure
Interested and qualified? Click Here
Date Posted: 2025-06-06
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