Investment Advisor | I&M Bank Uganda

Investment Advisor | I&M Bank Uganda

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 looking for a highly motivated and skilled Investment Advisor to support its growing Wealth Management unit. The successful candidate will work closely with the Country Manager / Head Investment Advisor to develop client investment strategies, originate advisory transactions, manage portfolios, and deliver outstanding client service.

This full-time role is based in Kampala and offers an exciting opportunity to grow your career in investment advisory, financial planning, and portfolio management within one of East Africa’s most respected banking institutions.

Key Responsibilities

• Originate new advisory and investment transactions for clients.
• Support evaluation and processing of client investments in local and offshore markets.
• Liaise with the Country Manager and wider wealth management team to ensure successful execution of client transactions.
• Assist in the formulation of investment strategies, annual plans, and internal policies.
• Communicate and promote the wealth management vision, philosophy, and processes to clients, partners, and team members.
• Enhance visibility of the investment process internally (with investment partners) and externally (to clients and prospects).
• Develop and implement investment objectives, risk tolerances, and portfolio strategies tailored to client profiles.
• Manage portfolio reporting and coordinate investment settlement processes.
• Assist in the development of client Investment Policy Statements (IPS).
• Prepare economic and portfolio commentaries for client distribution.
• Conduct due diligence on offshore funds and managers and prepare internal/external reports.
• Coordinate with professionals such as accountants and legal advisors during structured transactions.
• Collaborate with strategic partners in the execution of investment solutions.
• Contribute to team development, manage deadlines, and uphold high standards on all assignments.
• Handle other administrative or project-based duties as assigned by the Country Manager.

Education Requirements

• Bachelor’s degree in Economics, Finance, Business Administration, or a related field.
• Completion of Capital Markets Authority (CMA) qualification requirements, including CISI (Chartered Institute for Securities & Investment) certification.

Work Experience

• At least 5 years of experience in Wealth Management, Financial Advisory, or Investment Banking.
• Sound understanding of investment strategies, instruments, and wealth management theory.
• Familiarity with both local and offshore investment environments and marketplace characteristics.
• Proven ability to develop client pitch materials and investment proposals using spreadsheets and presentation software.

Core Competencies and Skills

• Strong analytical and quantitative abilities.
• Excellent written and verbal communication skills.
• Effective research and reporting capabilities for client and internal use.
• Ability to build and manage a strong client pipeline and referral network.
• Excellent interpersonal skills and the ability to work across multiple departments and seniority levels.
• Self-driven, proactive, and capable of managing tasks independently with minimal supervision.
• Understanding of client expectations in investment banking or private wealth contexts.

Why Join I&M Bank Uganda?

• Join a reputable and growing institution known for financial excellence across East Africa.
• Work in a high-performance environment with opportunities for career advancement.
• Contribute to meaningful financial planning outcomes for diverse clients and investors.
• Collaborate with an experienced team of professionals in wealth management and advisory.
• Receive a competitive salary and benefits package, including continuous learning and professional development.

How to Apply

If you're passionate about wealth management and client advisory, and meet the qualifications outlined above, we invite you to apply today.

Apply now via BambooHR

Deadline: 15 August 2025

Note: Only shortlisted candidates will be contacted. Please ensure your CV and cover letter reflect relevant experience and skills.