Job Openings at First Ally

Job Description

• To provide Investment Advisory services to clients and Effective Management of clients.

Responsibilities

• Drive Sales, increase brand awareness, influence market share, penetration and develop strategic and innovative ideas to accelerate revenue and work to build market share.
• Develop solid partnerships with clients, peers, and management teams to facilitate efficiency, and productivity and achieve set targets
• Provide Investment opinions to investors and prospects.
• Monitor Client’s investments and give proactive suggestions to enhance portfolio.
• Establish Client Investment objections, including risk tolerance, asset allocation and recommend suitable Investment options.
• Market Company Products and services to prospective Clients.
• Preparation of weekly and monthly Sales report of the Sales Team
• Initiate and follow up on new business opportunities.
• Identify and resolve client’s enquiries and queries, ensure proper documentation of issues and resolution.
• Advise and communicate with client on their investment performance and market trends.
• Generation of new and creative ideas for new product development, to broaden the range of investment management services available to existing and potential client
• Work closely with the Sales Team to retain and expand market share for The First Ally Group.
• Work closely with Portfolio managers and the Sales/Client Coverage Team to assist clients in developing the best wealth management strategies, which involves effectively matching clients' profiles with asset allocation recommendations.
• Participate in marketing events such as seminars, exhibitions, and trade shows.
• Perform other functions as assigned by the Head of Sales.
• Ability to manage a branch.

Skills Required

• Proven record of Sales performance
• Excellent client relationship development/management
• Good negotiation, problem-solving and conflict resolution
• A deep understanding of alternative investment strategies
• A deep Knowledge of capital markets, alternative investments & asset management products
• Environmental / Industry analysis
• Financial Analysis / Interpretation
• Banking Operations (Domestic & International Operations)
• Investment Portfolio Management
• Money Market Trading
• Marketing Presentations
• Organization & coordination

Qualifications/Requirements

• A good first degree in any discipline. Relevant Masters’ degree will be an advantage
• A recognized professional certification will be an added advantage
• Experience Level: 5 Years

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Job Roles

• Provision of an independent, objective assurance and consulting service that adds value to the operations of the company. Evaluation and improvement of the effectiveness of corporate governance, risk management and control processes within the organization.

Functions & Responsibilities

• Assists the Head of Internal Audit in the review of assigned units in the Group specifically (FACL, FAAL, FAISL and FAAM)
• Carries out peripheral audit activities within the Group E.g. Call over, Spot Checks, Security Sweeps, and specific audit assignments.
• Assist in the collection of evidence, and gathering of information necessary for investigation reports and unit review.
• Follows up on the processors for regularization of exceptions noted from audit reviews.
• Participates in stocktaking of Company assets, and verification of new assets bought for the Company.
• Perform other duties as assigned by the Head of Audit.

Key Performance Indicators

• Audit areas completed during the financial year.
• Quality of observations raised.
• Timely submission of reports

Skills / Competence Requirements (Required Knowledge, Skills & Abilities)

• Excellent Audit and Control Skills.
• Excellent report writing skills.
• Risk Management & Accounting
• Results/Action Orientation
• Presentation Skills
• Ability to manage multiple tasks
• Interpersonal skills
• Computer appreciation/data entry (word-processing/spreadsheet/graphics/powerpoints)
• Communication (oral & written)

Qualification

• First Degree - At least second-class upper degree in finance or related courses
• Professional certification - Membership of professional bodies such as ICAN, and ACCA will be an advantage

Minimum Experience

• Minimum of 2-4 years experience in a bank or other financial institution, at least 3 of which must have been in the Audit Unit.

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JOB PURPOSE

• Under the general direction of the Chief Financial Officer, the accounting officer performs a wide range of complex professional accounting duties in the analysis, preparation and maintenance of financial records and reports; makes complex and difficult accounting analyses and reports; and performs related duties as assigned.

MAIN JOB TASKS AND RESPONSIBILITIES

• Responsible for the daily and monthly reconciliation of all correspondence bank accounts within the Group as directed by the CFO
• Directly responsible for the daily reconciliation of Symplus software accounting module, including investigation of variances if any and ensuring that the variances/differences are corrected immediately.
• Responsible for the daily check and follow-up of all client\'s accounts with respective correspondence banks.
• Analyzing of subsidiary petty cash expenses.
• Preparation of Amortization schedules for prepaid assets
• Preparation and maintenance of Fixed Asset register
• Responsible for weekly and monthly instrument posting into the Symplus software
• Directly responsible for the preparation of monthly account payables and schedules Such as VAT( Value Added Tax)
• Withholding taxes (WHT) for both state and federal tax authorities inducing follow-up on obtaining Tin numbers for the various service providers
• Coordination and preparation of annual Electronic tax clearance forms for processing of employee tax clearance certificates
• Provide assistance to the CFO regarding the integrity of the General Ledger, the preparation of monthly management reports, budget input and monitoring and production of all financial reports on a monthly basis as well as end-of-year accounts close process.
• Supports HR in the preparation of Monthly payroll and statutory payment processing on schedule by collating, inputting and checking all payroll data to be correct.
• Actively support the Asset management operations team and FX team for daily transaction call-overs
• Disbursement of petty cash and reporting, ensuring that the cash book and petty cash are updated on a daily basis

REQUIRED SKILLS

• Good presentation and excellent courtesy attitude
• Excellent numerical skills
• Must be proficient in the use of MS Office tools most especially Microsoft Excel
• Must be able to work under pressure with less supervision
• Must demonstrate a good analytical mind
• Strong communication skills
• Ability to work as part of a Team
• Must have a good understanding of International Financial Reporting Standards
• Must have a good understanding of the Financial Services Sector
• Must be articulate and have good presentation skills.