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Job Title | Business Development Personnel |
Reporting | Managing Director |
Job Overview | Investment fund managers provide financial advice and services to private and corporate clients about a range of investment matters, including buying and selling investment trusts and shares or bonds, they help these clients invest their money in the best places through financial advisory services. They also make available loan facilities for clients to meet with up with their business needs. |
Qualification, Skills and Experience Required |
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Direct Reports | Team Members – Funds Management Business Development Officers |
Job Function | · Work on various initiatives with management, with a view to controlling costs or generating new streams of income · Risk management: Identify and analyse risks and put contingencies in place · Ensure operational effectiveness · Timely preparation of reports, and ad-hoc reports requested by management · Building and maintaining customer relationships · Quick, accurate, courteous, and efficient customer service · Adhering to quality standards in terms of documentation and processing · Ensure compliance with the requirements in rendering the stipulated returns (daily and monthly) to regulatory bodies. · Review profit and Loss Account monthly. · Sourcing of funds, liaison with clients and regulators, completion and rendition of returns, and supervision of the entire operations · Ensuring effective customer service management and compliance to regulatory guidelines and internal control requirements. |
Core Competencies | Confident negotiation skills Presentation skills Reliability and honesty Excellent time management Decision-making Analytical skills Accuracy and attention to detail Interpersonal skills Verbal and written communication skills |
Job Title | Credit and Enterprise Risk Officer |
Reporting | Head, Credit & Enterprise Risk |
Job Overview | The candidate is expected to determine our customers’ creditworthiness. Analyze financial data to assess the likelihood of a borrower honoring their financial obligations. |
Qualification, Skills and Experience Required |
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Job Function |
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Core Competencies |
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People skills |
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Job Title | Finance Executive |
Reporting | Head, Finance |
Job Overview | This job role is responsible for directing the activities of the TRM Insurance Brokers and BDC operations, as well as supports Head Finance, in providing input in the preparation of the financial statement of the company. |
Qualification, Skills and Experience Required |
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Job Function |
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Core Competencies |
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People skills |
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