Country Manager / Head Investment Advisor | I&M Bank Uganda

Country Manager / Head Investment Advisor

Location: Kampala, Uganda Company: I&M Bank Uganda Job Type: Full-time Application Deadline: 15 August 2025 Apply Now: Click here to apply

About the Role

I&M Bank Uganda is hiring a visionary and dynamic Country Manager / Head Investment Advisor to lead its Wealth Management arm under I&M Capital Uganda. This is a senior leadership role that requires deep investment expertise, strategic acumen, and a client-first mindset. You will be responsible for implementing the overall strategy, driving client origination, managing the advisory team, and ensuring operational excellence within the unit. The successful candidate will report directly to the CEO of I&M Capital Limited and play a central role in scaling up the business in Uganda. This includes enhancing client value, meeting income targets, and ensuring full compliance with all regulatory and internal governance frameworks.

Key Responsibilities

Strategic Leadership

• Design and execute business strategies and annual plans in line with corporate goals.
• Drive visibility of the investment process internally and externally.
• Develop and communicate the company's wealth management philosophy, vision, and delivery model to clients and stakeholders.
• Build and expand a high-level network across Uganda and the region to generate business opportunities.
• Define and recommend investment objectives, risk profiles, and policies for client portfolios.
• Lead team training, performance management, and professional development initiatives.

Client Origination and Relationship Management

• Originate transactions across regional and offshore markets, including money market funds in UGX, USD, and other major currencies.
• Lead client onboarding, advisory services, and investment sales processes.
• Evaluate and structure bespoke investment solutions tailored to client objectives.
• Ensure seamless execution of transactions and high client satisfaction.
• Create market and portfolio commentary to be shared with clients.

Governance and Risk Oversight

• Implement effective internal control frameworks for investment and operational risk management.
• Ensure regulatory reporting is accurate, timely, and compliant with Capital Markets Authority (CMA) and Bank of Uganda requirements.
• Keep up to date with evolving laws, regulations, and best practices in wealth management and investment advisory.
• Oversee corporate governance processes, committee meetings, and policy development.
• Conduct due diligence on offshore fund managers and maintain compliance documentation.

Operations and Service Delivery

• Supervise operations teams responsible for settlement, client reporting, and portfolio administration.
• Coordinate legal and accounting professionals involved in structuring or closing complex transactions.
• Ensure consistent delivery of exceptional client experience through feedback and satisfaction surveys.
• Drive continuous improvement in operational processes, service quality, and turnaround times.

Education Requirements

• Bachelor’s degree in Economics, Finance, Business Administration, or a related field.
• Full compliance with CMA requirements, including successful completion of CISI (Chartered Institute for Securities & Investment) exams.

Work Experience

• Minimum of 10 years of progressive experience in Wealth Management, Investment Banking, or Financial Advisory.
• Proven track record in developing investment strategies and managing high-net-worth portfolios.
• Strong understanding of global and local capital markets, including risk management and product structuring.
• Experience in leading multi-disciplinary teams and delivering business results.

Key Competencies and Skills

• Exceptional analytical and quantitative skills.
• Excellent written and verbal communication abilities.
• Strong research and reporting capabilities for internal and client-facing needs.
• Ability to identify, pursue, and close new business opportunities through a robust personal and professional network.
• Effective leadership and cross-functional collaboration skills.
• Self-motivated and capable of managing responsibilities independently.
• Experience in preparing pitch decks and financial models for prospective clients.

Why Join I&M Bank Uganda?

• Be part of a fast-growing and highly respected pan-African financial services group.
• Play a key role in shaping the future of wealth management in Uganda.
• Work with a team of experienced professionals committed to innovation, service excellence, and integrity.
• Enjoy competitive compensation, growth opportunities, and a supportive work culture.

How to Apply

If you're a strategic thinker with a passion for investment advisory and leadership, this is your opportunity to make an impact. Apply now via BambooHR Deadline: 15 August 2025 Only shortlisted candidates will be contacted. Ensure your CV and cover letter are up-to-date and relevant to the position.