Job Description
Jubilee Asset Management Limited (JAML) is a wholly owned subsidiary of Jubilee Holdings Limited, that focuses on
providing fund management and investment advisory products and services to institutional and retail clients. It is licensed and
regulated by the Capital Markets Authority (CMA).
We currently have an exciting career opportunity for an Officer – Alternative Channels within Jubilee Asset
Management Limited. Theposition holder will reportto the Manager – Retail Distribution and will be based at our Head
Office in Nairobi.
Role Purpose
The job holder is responsible for supporting and facilitating the implementation and management of alternative channels for the
organization. The primary purpose of this role is to enhance customer access, convenience, and engagement by leveraging
technology and innovative channels to deliver products and services. The job holder should have excellent communication skills
as well as sales ability and should be meticulous in keeping records, and able to handle all aspects of making a sale.
Main Responsibilities
Operational
1. Alternative Channel Development: Assist in the identification, evaluation, and implementation of alternative channels
to expand the organization's reach and improve customer interactions. This includes digital platforms, mobile
applications, insure-tech, self-service kiosks, and other emerging channels.
2. Technology Integration: Collaborate with the IT and technology teams to ensure smooth integration of alternative
channels with existing systems and infrastructure. Monitor channel performance and identify areas for optimization.
3. Customer Experience Enhancement: Work closely with the Customer Experience team to design and deliver seamless
and user-friendly experiences across alternative channels. Gather feedback from customers and stakeholders to drive
continuous improvement.
4. Channel Performance Analysis: Analyze data and performance metrics of alternative channels to measure their
effectiveness. Prepare reports on channel usage, customer behavior, and transaction trends to inform decision-making.
5. Compliance and Security: Ensure that all alternative channels comply with regulatory requirements, security standards,
and data protection policies. Implement necessary controls and measures to mitigate potential risks and vulnerabilities.
6. Training and Support: Provide training and support to internal teams, including customer service representatives and
sales staff, to ensure they are equipped to assist customers using alternative channels effectively.
7. Marketing and Promotion: Collaborate with the Marketing team to develop marketing and promotional campaigns to
increase awareness and adoption of alternative channels among customers.
8. Innovation and Research: Stay informed about industry trends, emerging technologies, and best practices related to
alternative channels. Conduct research and benchmarking to identify new opportunities for enhancing customer
engagement.
9. Vendor Management: Liaise with third-party vendors and service providers responsible for alternative channel solutions.
Manage vendor relationships and contract negotiations to ensure effective delivery of services.
10. Budget Management: Assist in preparing and managing the budget for alternative channel initiatives. Monitor expenses
and ensure cost-effectiveness in the implementation and maintenance of these channels.
11. Business Development: Meet and exceed sales targets.
Corporate Governance
1. Adhere to regulatory requirements and internal policies, ensuring compliance in all aspects.
2. Implement and uphold robust data protection and privacy practices, safeguarding customer information and ensuring
confidentiality.
3. Compliance: Stay updated with Asset Management regulations and best practices to ensure compliance with industry
standards
4. Adherence to the laws and regulations of Kenya, the policies and regulations within the Asset Management industry
and all internal company policies and procedures.
Culture
1. Fostering a corporate culture that promotes ethical practices and good corporate citizenship while maintaining a
conducive work environment.
2. Collaborate with cross-functional teams to develop initiatives that promote a positive and inclusive company culture.
3. Individualized Development Planning: Create personalized development plans that align with your career aspirations
and the organization's objectives.
Key Competencies
1. Communication
2. Financial Acumen
3. Sales and Business Development
4. Analytical skills to interpret data and performance metrics.
5. Customer-centric mindset and focus on enhancing user experience.
6. Knowledge of regulatory and security requirements for financial services.
7. Adaptability to technological advancements and industry changes.
8. Problem-solving abilities to address channel-related issues.
Qualifications
1. Bachelor’s degree in Finance, Business, Marketing or any other related course
Relevant Experience
1. Minimum 2-3 years’ experience in a similar role within asset management, investment banking, financial services, or
a related field.
2. Strong understanding of alternative investment products, strategies, and markets is essential.
3. Experience in sales, business development, or relationship management is desirable.