Vacancies at Meristem Securities Limited, Wednesday 28, March 2018

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Vacancies at Meristem Securities Limited, Wednesday 28, March 2018 – Meristem Securities Limited is a main capital market combination offering speculation administration and monetary warning administrations to our customers, we are enlisting to fill the accompanying empty parts in our organization.

CUSTOMER SERVICE OFFICER

DETAILS
Attend courteously and professionally to all callers/clients that contact Meristem office(s) and ensure that their inquiries, issues or requests are attended to within the shortest possible time or as stipulated.
Identify customers’ needs, clarify information, research every issue and provide solutions and/or alternatives.
Keep records of all conversations and update the CRM database and other databases in a comprehensible way.
Record and relay to the right persons, all calls and inquiries via telephone, social media or online chat.
Provide necessary information needed to generate reports on a monthly basis and also a comprehensive report on a quarterly basis in respect of all the clients under management.
Comply with timelines as detailed under the organization manual.
Build sustainable relationships and engage current and potential clients.
Seize opportunities to upsell Meristem products, when they arise.
Make outbound calls to aid bonding with clients.
Where necessary, go out for marketing after due consultation with the Group Business Development Unit Head or HODs.
Generate Income as earlier agreed in the attached schedules.
Provide support for all client related activities.

MINIMUM REQUIREMENTS
At least, 1 year of experience on a similar position in the banking sector/financial services sector
A good first degree in Business Administration/Management Science/Social Science related discipline.

WEALTH ADVISOR

KEY RESPONSIBILITIES
Ability to market and sell appropriate investment products, financial and wealth management services/products to clients.
Prepare and deliver presentations/seminars to clients and prospects for business development purposes.
Comply with all industry rules and regulation.
Ability to work closely with families, individual and businesses to provide customized recommendation to help them meet their goals.
Engage clients on investment strategies products and services that are suitable for their needs.
Respond to clients queries and requests.
Track and translate investment performance and make recommendations.
Outstanding client relationships qualities and practices.
Establish a network of referrals.
Balances referral activities, customer follow up prospect building and administrator task.
Ability to create a sales and marketing strategies for new client.

DESIRED EXPERIENCE
Minimum of 2 years of prior/cognate experience in the relevant field. Experience in sales, marketing, management, etc. Experience in Finance industry is preferable.

Studies
A bachelor’s degree is required. However, a master’s degree in any field but with keen interest/specialization in selling of financial services and products is preferable.

MINIMUM REQUIREMENTS
A strategic thinker with quality experience in sales/business development.
Sound knowledge of financial services industry.
Visionary and help in making profitable future business deals.
Analytical/Quantitative/Problem Solving Skills.
Creativity, Initiative and Commitment.
Excellent Oral & Written Communications skills.
Excellent Relationship Management skills.
Adherence to policies/Limits.
Good Networking skills.
Prolific skills in deal origination, execution and Project Management.
Team Player Skills.

DESIRED REQUIREMENTS
Ability to influence others positively to do what is to be done.
Must be fair, goal oriented, responsible and driven.
Ability to seek a richer set of alternatives.
Ability to question assumptions and norms.
Ability to proactively measure performance.
Must be able to evaluate others.
Must be charismatic.
Must have high sense of integrity, accountability and dependability.
Must uphold high ethical standard i.e. know and stick to all capital market rules as contained in Regulatory rules & code of ethics guiding operations in the industry.

TRUST ASSOCIATE

ROLES AND RESPONSIBILITIES;
Overseeing the overall trust activities for Meristem Trustees ltd
Developing and penetrating the market with Trust services business
Primary responsibility for Trust services mandates and transactions
Estate planning and administration service support
Creation, implementation of trust products/services.
Follow up on management of relationship with Trust clients – e.g. discussions with estate agents, insurance companies, receipt of certificates, dividend warrants etc.
Ensuring regulatory compliance and corporate governance adherence
Provision of Company Secretarial service
Preparation and review of legal agreements and other documentation
Conducting legal due diligence, as required
Researching general legal issues relating to Trust services mandates
Providing legal structuring & general advice
Attending client meetings
Liaising with external solicitors as required
Ensuring that all statutory filings are carried out in a timely manner. (i.e., filing of annual returns, renewal of registration with SEC etc.)
Ensuring that the Unit has up to date library of laws/regulations that affect our business.
Responsible for coordinating activities of the Unit with regards to promoting Corporate Governance issues (i.e., ethical/best business practices) and Know Your Customer obligations (i.e., in the absence of the Risk Management Unit), etc. within the Company.
Have primary responsibility for developing and implementing Commercial Trust mandates.
Engage in researching Trust issues & preparation of relevant newsletters or articles
Supervise junior staff within the unit
Any other duties as may be assigned

DESIRED EXPERIENCE
5 years post call experience in corporate legal practice or well-structured Financial Service ,Trustee organization
Studies
LLB, BL; Master degree/ ACIS an added advantage

MINIMUM REQUIREMENTS
Good knowledge of laws regulating operations of businesses in the country; particularly the Financial Service sector and Trust business.
Knowledge and practice of trustee business
Transaction structuring skills
Investment advisory and management skills

DESIRED REQUIREMENTS
Generic Skills
Excellent communication skills, confident, with initiative
Able to work as a team, action oriented with ability to prioritize and manage varied and fast moving workload
Ability to think strategically and adopt problem solving approach to issues
Must have strong drive towards learning and self improvement

Supervisory Skills
Organization and co-ordination skills
Team building/conflict management

COMPLIANCE AND LEGAL OFFICER

The role of the compliance and legal officer will be to provide compliance and legal services of the highest professional standards and facilitate the transactions of Meristem by giving proactive, business oriented and creative advice. Manage legal risk in order to make transactions viable and safe.

The main responsibilities of the position include:
Enforce implementation of company’s duties as Administrator of CBN-NEMSF in line with its Administration Agreement and Mandate.
Provision of prompt legal advice as required on the Company’s legal/corporate structure, business and operations and transactions.
Preparation, review, vetting and negotiation of the Company’s agreements with third parties and other contract documentation to ensure protection of company’s interest and due compliance and conformity with all aspects of applicable Laws.
Company secretarial work and Governance overview for the company
Interpretation of CBN-NEMSF agreements and interface with Legal Advisers.
Ensuring all NESI SS Ltd departments and stakeholders are delivering on assigned tasks.
Flag any shortcoming noticed in the delivery of duties.
Follow-up with discos to ensure they meet up with their reporting obligations
Legal documentation including Conditions Precedents and subsequent (CP and CS) of beneficiaries.
Provide report on status of beneficiaries CS after the CS due dates.
Monitor organization-wide compliance with internal operational procedures.
Enforce compliance with risk management framework for the CBN-NEMSF to ensure acceptable risk and adequate mitigants are in place.
Maintain an up-to-date risk register and continuously review/ address the risks facing the SPV in order to proactively establish appropriate mitigating controls and monitoring mechanisms/ frameworks
Ensure prompt reporting of risk positions and provide advice on possible resolution of critical issues.
Keep a— of trends/ development taking place in the capital market and power sectors.

DESIRED EXPERIENCE
1-2 years relevant experience in reputable law firm with bias for energy law.

Studies
University degree in Law

DESIRED REQUIREMENTS
Outstanding written and oral communication skills.
Quick learner, comfortable dealing with ambiguous and fluid situations.
Ability to multi-task; juggle multiple deliverables and perform under very demanding conditions.
Independent, excellent attention to detail and organizational skills.
High level of passion, integrity, creativity, inquisitiveness and self –confidence

BRAND MANAGEMENT/MARKETING COMMUNICATIONS OFFICER

The Brand Management Officer role is suitable for a highly creative and energetic talent who loves to work in a team and can work independently. The incumbent will be the custodian of our brand, whose aim is to tell the brand story and engage with the relevant target group by means of inspiring and delighting them. Under the Corporate umbrella, you will plan marketing communication in a way that key messages reach clients, potential clients, employees, business partners and all stakeholders. This includes end to end management for all communication channels, advertising, media, PR, AND MUCH,

MUCH MORE!
The main responsibilities of the position include:
Develop creative concepts and marketing strategies
Monitor customer touch points across all subsidiaries
Coordinate graphic designers to translate creative concepts into print, online and other collateral materials.
Develop content for promotional materials including direct mail pieces, print and electronic newsletters, web site and social media stories, media releases and other materials as needed.
Build a strong and long term relationship with clients
Assist with customer attraction, retention and satisfaction activities.
Providing support to customer service activities and contribute towards customer engagement and transactions across the group.
Any other official duties as assigned by supervisor.

DESIRED EXPERIENCE

Minimum of 3 years experience prefarably in a marketing communications agency

Studies
A good university degree – preferably in Arts/Humanities

MINIMUM REQUIREMENTS
Digital Marketing savvy
Excellent verbal and written communication skills
Strong creativity and idealization skills
Ability to work both independently and as part of a team
Strong attention to details
Good consumer and product awareness
Entrepreneurial and a flair for marketing
Strong Interpersonal skills
Result oriented
High sense of integrity and accountability

STRATEGY OFFICER

The main responsibilities of the position include:

Strategic
To interpret and ensure implementation of the group strategy
To coordinate strategic implementation across the group
To advise on strategic issues and strategy direction/redirection
Provide comprehensive periodic reports to top management on strategy implementation
Track industry trends, sociopolitical and economic events and global happenings and report their impact on the strategic plans of the organization
Partnering with Business unit/Subsidiary heads to identify and prioritize business development and growth opportunities
Operational

Internal data collection and processing
Survey and analysis
Weekly, monthly and quarterly performance reporting

MINIMUM REQUIREMENTS
A good university degree – preferably in social sciences, finance or accounting
Minimum of 3-5 years experience prefarably in a similar role
Professional qualification – ACA/ACCA/MSC/MBA

Desired requirements
Analytical skill
Critical thinking skills

MUTUAL FUNDS OFFICER

The purpose of this role is to generate new business in order to achieve the projected NAV for the company’s equity and money market funds as well as all retail products , also generating income in line with the set target of the company while generating new business ideas and devise strategies for acquiring new clients and ensuring repeat business from existing subscribers.

RESPONSIBILITIES

Identify, prospect and profile viable leads, appropriate target clusters, and devise strategies for penetration
Facilitate cluster presentations and develop apposite marketing pitch(es)
Establish a network of referrals
Drive NAV growth of both funds to achieve an increase of 50% of the existing NAV within one year
Ensure follow through on identified business generation strategies to achieve steady conversion of prospects to clients
Develop new sales/marketing strategies to attract new clients and ensure achievement of the NAV of both funds
Leverage on Social media platforms to social media engagement and top of mind awareness of the mutual funds
Respond to all subscription inquiries and requests on all electronic platforms
Desired experience
At least 2 years’ experience selling mutual funds or related products

Studies
A first degree in any discipline from a reputable higher institution

DESIRED REQUIREMENTS

Good presentation skills
Proficiency in usage of Microsoft office tools and social media platforms
Leadership skills
Proactive decision-maker
Self-Starter
Sound Ethics and integrity
Flair for business development and strategic thinking

ACCOUNTS AND OPERATIONS OFFICER

Reporting to the Head, Accounts and Operations, you will provide assistance in the day-to-day operations of the company.

The Operations Officer is the primary interface between the portfolio management department and all internal and external parties.

KEY RESPONSIBILITIES
Execution of funds/institutional client’s transactions as regards placement and liquidation in the interbank market.
Posting and reporting of monthly investment contribution, mutual funds etc.
Posting of money market and fixed income investments e.g. Fixed deposit, treasury bills (fresh deposits ,rollovers, terminations)
Daily Equity/Price list lodgement
Daily Valuation running on the application software.
Corporate Benefits declaration, dividend warrants postings and management on the software
Posting and lodgments of all Fund outflows and inflows into clients’ positions.
Generate a monthly balance score card to report operational performance for the week.
Preparation of income/balance sheet report
Daily call over of all transaction tickets
Weekly /Monthly reconciliation of accounts
Generate daily operations report
Any other task as assigned by Management
Desired experience
First degree. Preferably in Accounting, Economics or Banking and Finance

MINIMUM REQUIREMENTS
4 – 5 years’ experience in Accounts and Operations.
Any of MBA, MSc, ACA, ACCA, CFA or similar qualification.

DESIRED REQUIREMENTS

Strong interest in Financial Markets and keen intellectual curiosity.
Strong proficiency in PowerPoint and Microsoft Excel and other MS Office applications.
Team player with the ability to think and act independently.
Outstanding written and oral communication skills.
Quick learner, comfortable dealing with ambiguous and fluid situations.
Ability to multi-task; juggle multiple deliverables and perform under very demanding conditions.
Independent, excellent attention to detail and organizational skills.
Superior analytical & critical thinking skills; ability to make good decisions when faced with complex data.
High level of passion, integrity, creativity, inquisitiveness and self -confidence

OPERATIONS AND ACCOUNTS OFFICER (FUND ACCOUNTANT)

Actively manage the equity and money market fund in accordance with the guidance of the investment committee.
Generate alpha on the funds i.e. return above the target and the benchmark
Make presentation to the investment committee on Investment Policy Statement for clients
Review the fund and take position in the best interest of subscribers.
Have complete knowledge of the trust deed, custody agreement and all other documents
Keep up to date on regulation on collective investment schemes.
Liaise with Meristem research to get up to date market information that will be beneficial in the management of the funds.
Liaise with operations for daily bid-ask price.
Drive the sales of the Funds and create marketing pitch for presentation and sales.
Any other functions as may be assigned by the Head of Portfolio Management

DESIRED EXPERIENCE

At least 3 year relevant working experience

Studies
B.sc in a numerical discipline, Social Sciences, Mathematical Sciences, Finance and Accounting.

DESIRED REQUIREMENTS

Good computer skills with experience in the use of Microsoft office applications, Microsoft excel and others.
Numerical, inquisitive, innovative, versatile, analytical and willing to learn
Good statistical and investment knowledge.
Good attitude towards colleagues with excellent inter-personal and people skills
Commitment to seeking accurate and timely information to a high standard.

OPERATIONS OFFICER

This role suits that individual who enjoys working in a team that ensures operational excellence and effective execution of operational activities. Passionate about ensuring up to date technology, strategy, processes and systems support for all Operational activities.
The Operations Support Officer role is accountable for providing value added support and professional acumen in all business-related activities.
Sounds like you? Then come along to join a dynamic organisation that rewards excellence, creativity and passion, with the opportunity of constant personal development and freedom of expression within the realms of the Financial Industry.

KEY RESPONSIBILITIES
Strive to ensure standards are adhered to in the performance of core operations, tasks/activities hence ensure efficient and accurate processing of all inbound and outbound transactions.
Work within the operational guideline in the implementation of a system for monitoring the overall composition and quality of the credit portfolio including the development and utilization of an internal risk rating system.
Promote utilization of information systems and analytical techniques that enable management to measure the credit risk inherent in all on- and off-balance sheet activities which may arise.
Enhance effectiveness by designing and continually improving systems, tools and workflows to identify and mitigate operational risks attached to the department.
Ensure that the Operations infrastructure, systems, policies, processes and control environment meet business needs and are delivered to the highest quality standards and service levels.
Collaborate with the IT business solutions and ensure optimal leverage of technology to effectively enable NESI Stabilization Strategy Limited’s business operations and processes.
Effectively check and verify transactions, ensuring processing of transactions is carried out in a timely manner.
Keep a— of trends/ development taking place in the finance and power sectors, and disseminate them to staff under direct and indirect reporting where applicable.

DESIRED EXPERIENCE
Minimum of 2 years’ experience in the electricity industry would be an added advantage.

Studies
A good university degree in a numerate field with a professional qualification such as ACA, ACCA in Accounts or a similar discipline with minimum years of experience. Any higher degree holder as an MBA or MSC in the Finance or Accounting field is also enc

MINIMUM REQUIREMENTS
Good computer skills with experience in the use of Microsoft office applications, Microsoft excel and others.
Numerical, inquisitive, innovative, versatile, analytical and willing to learn.
Good statistical and investment knowledge.
Good attitude towards colleagues with excellent inter-personal and people skills.
Commitment to seeking accurate and timely information to a high standard.

DESIRED REQUIREMENTS
Must be a proactive, creative and self-motivated personality.
Must be able to multi-task.
Must be honest and upright in character
Must exhibit highest ethical standards and professional conduct.

GROUP BUSINESS DEVELOPMENT EXECUTIVE

A Business Development Executive cultivates opportunities for the development of the businesses across the group and plans strategies to target potential clients and customers. Our would-be Business Development Executives are the pioneers in business development, service and product innovations; therefore, they need to upgrade themselves regularly with relevant knowledge, skills, current industry trends and maintain good relations with potential business entrepreneurs.

They are always required to work closely with all business developers across the group and are expected to have a charming and impressive personality.
Understanding of financial and capital markets.
Ability to analyze data and seek creative solutions to problems
Understanding the current and future perspectives of the company and developing strategies for competitive growth accordingly
Engaging in active customers prospecting, profiling, acquisition and on-boarding.
Ability to manage relationships with client counterparts and establishing good working relationship
Researching and analyzing the economy and market situations to find out new and better business opportunities
Collaborating with clients and generating business deals that are beneficial for the businesses across group in the short to long run
Finding out faults and loop-holes in the current business strategies and change them and help in preventing stagnancy in the business by implementing new ideas continuously
Regularly interacting with the executive management and heads of business units of across the group to discuss pertinent business issues and strategies with them
Engaging in discussions with the clients which help them in planning interesting business proposals which can be beneficial for the company and the clients
Preparing compelling business cases and presentations to engage prospective clients, employees and management.
Outstanding client relationships qualities and practices.
Organizing & coordinating Knowledge Sharing Sessions (KSS) on Products & Services amongst staff across the group.
Maintain comprehensive business development activities records & performance data of all staff across all business units for strategic purposes.
Actively networking for business development, innovation and deals origination.
Coordinate events & occasions for business developers across the Group

DESIRED EXPERIENCE
Minimum of 2 years of prior/cognate experience in the relevant field. Experience in sales, marketing, management, etc.

Studies
A bachelor’s degree is required, However, a master’s degree in any field but with keen interest/specialization in selling of financial services and products is preferable.

MINIMUM REQUIREMENTS

A strategic thinker with quality experience in sales/business development
Sound knowledge of financial services industry
Visionary and help in making profitable future business deals.
Analytical/Quantitative/Problem Solving Skills
Creativity, Initiative and Commitment
Excellent Oral & Written Communications skills
Excellent Relationship Management skills
Adherence to Firm Policies/Limits
Prolific skills in deal origination, execution and Project Management
Management of Diverse Workforce & Firm’s Resources
Team Player Skills

DESIRED REQUIREMENTS
Minimum of 2 years of prior/cognate experience in the relevant field. Experience in sales, marketing, management, etc.
An MBA degree or any other relevant professional qualifications is an added advantage

APPLICATION METHOD
Click on Job Title below:

CUSTOMER SERVICE OFFICER
WEALTH ADVISOR
TRUST ASSOCIATE
COMPLIANCE AND LEGAL OFFICER
BRAND MANAGEMENT/MARKETING COMMUNICATIONS
STRATEGY OFFICER
MUTUAL FUNDS OFFICER
ACCOUNTS AND OPERATIONS OFFICER
OPERATIONS AND ACCOUNTS OFFICER (FUND ACCOUNTANT)
OPERATIONS OFFICER
GROUP BUSINESS DEVELOPMENT EXECUTIVE

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