Jobs at Alert Microfinance Bank

Job description

• Safely transport company executive to and from designated locations.
• Ensure punctual pick-up and drop-off schedules as directed by supervisors.
• Maintain a high level of professionalism, discretion, and confidentiality at all times.
• Regularly inspect and maintain the assigned vehicle to ensure safety and cleanliness.
• Handle routine maintenance tasks such as fueling, servicing, and coordinating repairs.

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Job description

• Ensure compliance with regulations and minimize credit risk.
• Marketing of Loan Products
• Implement credit policies and procedures
• Evaluate creditworthiness of potential clients and establish credit limits.

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Job description

• Ensure compliance with regulations and minimize credit risk.
• Marketing of Loan Products
• Implement credit policies and procedures
• Evaluate creditworthiness of potential clients and establish credit limits.

go to method of application »

Key Responsibilities

• Drive client acquisition and investment mobilization efforts.
• Build and manage relationships with HNIs, corporate clients, and strategic investors.
• Promote investment products including fixed income, mutual funds, structured products, and alternative investments.
• Understand client financial goals and recommend suitable investment solutions.
• Support portfolio reviews, client retention, and relationship management activities.
• Collaborate with the Investment and Wealth Management teams to deliver exceptional client service.
• Ensure compliance with KYC, AML, SEC, and internal regulatory requirements.
• Maintain a strong pipeline of prospective investors and business opportunities.

Success in this Role Will Be Measured By:

• Assets Under Management (AUM) Mobilized
• New Client Acquisition
• Investment Sales Revenue Generated
• Client Retention and Satisfaction
• Growth in Existing Client Portfolios
• Compliance and Documentation Accuracy

Requirements

• Bachelor's Degree in Finance, Economics, Accounting, Business Administration, Marketing, or a related field.
• Professional certifications such as CIS, CFA Level I, ACA, or related qualifications will be an added advantage.
• Minimum of 3–5 years' experience in Wealth Management, Investment Advisory, Asset Management, Banking, Private Banking, Capital Markets, or Financial Services.
• Proven experience in client acquisition, relationship management, and investment sales.
• Strong understanding of investment products and financial markets.
• Excellent communication, presentation, negotiation, and relationship management skills.

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• Drive acquisition of HNI, corporate, institutional, and strategic investment clients.
• Develop and execute strategies for AUM growth, client retention, and revenue generation.
• Build and maintain strong relationships with clients, institutions, and key stakeholders.
• Provide investment advisory services across fixed income securities, mutual funds, structured products, and alternative investments.
• Assess client objectives and risk profiles, recommending suitable investment solutions.
• Support investment product development, structuring, marketing, and business expansion initiatives.
• Serve as Senior Relationship Manager for key accounts and strategic clients.
• Provide market intelligence and strategic insights to support business growth and partnerships.
• Lead, mentor, and develop the Wealth Management team.
• Ensure compliance with SEC regulations, AML/KYC requirements, and industry best practices.

Requirements

• Bachelor's Degree in Finance, Economics, Accounting, Business Administration, or a related field.
• Professional certifications such as CIS, CFA, ACA, or an MBA will be an added advantage.
• Minimum of 8–10 years' experience in Wealth Management, Investment Advisory, Asset Management, Private Banking, or Capital Markets.
• Proven network and relationships with HNIs, corporate clients, and institutional investors.
• Strong business development, negotiation, presentation, and relationship management skills.
• Sound understanding of financial markets, investment products, portfolio management, and client advisory services.

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Job Description

Strategic Leadership & Business Growth

• Develop and execute the Company's strategic plan, growth agenda, and business objectives.
• Drive the achievement of Assets Under Management (AUM), revenue, profitability, and market share targets.
• Identify and capitalize on new market opportunities, investment products, partnerships, and business expansion initiatives.
• Position Bucksfield Asset Management as a trusted investment partner for institutional investors, corporates, family offices, and High-Net-Worth Individuals (HNIs).
• Lead the development and execution of short, medium, and long-term growth strategies approved by the Board.

Fundraising, Client Acquisition & Relationship Management

• Drive fundraising initiatives and investment mobilization efforts across institutional, corporate, retail, and HNI segments.
• Build and maintain strong relationships with investors, trustees, regulators, pension funds, development finance institutions, and strategic partners.
• Lead investor engagement and business development activities aimed at increasing AUM and strengthening market presence.
• Represent the Company at industry events, investor forums, stakeholder engagements, and strategic meetings.

Investment Oversight & Product Development

• Provide executive oversight of investment strategy, portfolio performance, risk management, and product development activities.
• Work closely with the Chief Investment Officer and Investment Committee to ensure alignment between investment performance and client expectations.
• Champion the development and launch of innovative investment products and solutions that drive business growth and client value.

Governance, Risk & Compliance

• Ensure full compliance with SEC regulations, AML/KYC requirements, fiduciary responsibilities, and corporate governance standards.
• Maintain robust enterprise risk management and internal control frameworks.
• Ensure transparency, accountability, and ethical business conduct across all operations.
• Provide regular updates and strategic reports to the Board on performance, opportunities, risks, and growth initiatives.

Leadership & Organizational Effectiveness

• Lead and develop a high-performing executive management team.
• Foster a culture of excellence, accountability, innovation, collaboration, and client-centricity.
• Drive talent development, succession planning, and organizational capability building.
• Ensure operational efficiency, financial discipline, and sustainable business performance.

Success in this Role Will Be Measured By

• Achievement of Assets Under Management (AUM) Growth Targets
• Institutional, Corporate, and HNI Funds Mobilized
• Revenue Growth, Profitability, and Shareholder Value Creation
• Client Acquisition, Retention, and Investor Satisfaction