United Capital Plc Job Recruitment 2017 | Application Guide and Requirements

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United Capital Plc is a leading African financial and investment services Group providing bespoke value-added service to its clients. We are well positioned to play a strategic role in helping African governments and citizens (both individual and corporate) achieve their strategic objectives through
our robust suite of financial and investment service offerings.

United Capital is seeking to recruit passionate, experienced and competent individuals to fill vacant position within our Trustees business:

Job Title: TM, Private Trusts  (Trustees)
Job ID: (TMPT001)
Location: Lagos, with possibility of travel
Job Descriptions

• You will market products and services to High Net worth Individuals (HNIs), families, foundations and non-bank financial institutions; manage client relationships, provide financial advisory services on Private Trust products and provide customized services developed for client use.

Responsibilities Include, but are not limited to:

• Solicit, develop, generate and manage full service relationships with Private Trust Clients including HNIs and non-bank financial institutions.
• Maintain client base, keeping current Private Trust client plans up-to-date and engaging new clients on an ongoing basis.
• Analyse existing and prospective client’s financial/investment profile and recommend the most suitable products to fit their needs in accordance with their risk appetite.
• Track client’s investments and give proactive suggestions to enhance the portfolio performance on a regular basis.
• Keep abreast of new regulations or policies that may affect various investment decisions/strategies.Inform clients of new financial products and services and changes to legislation regarding their savings and investments.
• Provide Trust expertise and professional investment advice using the best services and products available to ensure clients’ financial and non-financial goals are met.
• Provide clients with a high level of individualised customer service and strategies consistent with their service needs/expectations.
• Acquire a strong knowledge of Estate Planning products especially Trust and Wills; financial markets; relevant legal, tax, and regulatory issues; asset allocation models.

Experience/Skills/Competencies Requirements

• Good understanding of private banking services and trends including portfolio management, financial planning, asset management, client reporting etc
• Strong retail experience
• Good client advisory skills and good knowledge of funds management and investment processes.
• Portfolio management and statistical analysis skills.
• Excellent communication, report writing and presentation skills.
• Bachelor’s degree in Business, Economics, Law, other finance related discipline from a reputable university
• Track record in generating sales and relationship management to HNIs including broad technical skills in retirement plans, general investment matters and applicable tax, insurance and estate planning issues.
• At least 2 years in a similar capacity within a Financial Services sales environment.

Job Title: Team Member, Finance – (Group)
Location: Lagos
Responsibilities
You will provide Finance and assurance support for the businesses and the responsibilities include but are not limited to:

• Prompt and accurate posting of transactions to the GL accounts.
• Prompt processing of expenses and properly recognized revenues
• Preparation of monthly management accounts and analysis of performance.
• Collation of all relevant information to produce end of year statutory accounts.
• End of year statutory accounts is finalized by specified date and presented for review.
• Be an effective business partner to the business
• Any other business as may be assigned by the Head: Financial Control and the Group Chief Finance Officer
• Proper set up of the Financial Accounting systems and Controls.
• Management of the GL with utmost integrity.
• Daily / monthly reconciliation of all bank accounts as well as the preparation of monthly proofs for all GL accounts.

Experience/Skills/Competencies Requirements

• Basic understanding of the capital market
• Proficiency in MS Office suite, particularly Microsoft Excel.
• Team Player
• The ability to perform under pressure within time constraints
• Maintain high standards of personal integrity
• Strong analytical & quantitative skills are required.
• Excellent report writing skills and ability to communicate technical positions
• Bachelor’s degree in numerate discipline is required.
• Excellent written, oral communication skills
• Consistent drive to succeed
• Must have about 6 years experience in a financial services institution

Job Title: [Group] – Certificate Management Officer
Location: Lagos
Job Description

• You will be responsible for the review and approval of the account opening process both within the company and at CSCS.

Responsibilities

• Collection, Processing and Updating of all certificates received from registrars and Customer Service.
• Filing of all letters to the CSCS/ Registrars
• Capturing of certificates/ warrants received
• Handling of Returned Certificates
• Review and approval of the account opening process both within the company and at CSCS.
• Record-keeping of all updates from CSCS and the Registrars
• Submission, Keeping of Records of all processed documents i.e. Change of Name/ Address, Complaint on certificates/ Dividends/ Certificate Submission and general inquiries as relates to Registrars/ CSCS.
• Other tasks as may be assigned by Line Manager

Experience/Skills/Competencies Requirements

• Good understanding of CSCS and its Operations
• Good client advisory skills
• Portfolio management and statistical analysis skills.
• Excellent communication and report writing skills.
• First degree in relevant discipline
• Good understanding of NSE and its Operation
• Ability to liaise with the Registrar
• 1 year in a similar capacity within a Financial Services environment.

Job Title: TM, Internal Control (Group)
Job ID: TMIC001
Location: Lagos
Job Description

• You will support the Team Lead in building a strong compliance environment to ensure zero level of policy, procedures and regulatory infractions.
• In addition to this, you will also build strong awareness in staff on all policy and procedures issues; zero tolerance for fraud, error, unreviewed transactions and income leakages.

Responsibilities

Responsibilities include, but are not limited to:

• Ensure prompt and effective daily call over of Finance & Operations transactions.
• Review of Security and Treasury Trades
• Carry out security sweep at least once in a month.
• Daily review of edits on customer account
• Income review.
• Review Bank Reconciliation Statement
• Ensure Cleanliness and Integrity of all GL accounts in the businesses through review of proof of accounts
• Rendition of Weekly and Monthly Exception Reports to the Head Internal Control.
• First level Investigation of Customer Complaints, fraud and other process failure
• Cash advance review
• Carry out daily pre-disbursement review
• Review of Fixed Asset Register
• Carry out statutory remittance review
• Review of users’ profile on software.
• Custody, proper safe keeping and archiving of called over Transaction Tickets
• Other duties as assigned

Experience/Skills/Competencies Requirements

• Basic understanding of the capital market
• Proficiency in MS Office suite, particularly Microsoft Excel.
• Team Player
• Excellent written, oral communication skills
• Consistent drive to succeed
• The ability to perform under pressure within time constraints
• Maintain high standards of personal integrity
• Strong analytical & quantitative skills are required
• Excellent report writing skills and ability to communicate technical position
• Bachelor’s degree in Accounting is required.
• Must have between 1-2 years’ experience in cognate field. Appropriate post-graduate or professional qualifications such as an MSc. in Finance or ACA would be beneficial

Job Title: TM, Risk Management – [Group]
Job ID: TMRM002
Location: Lagos
Job Description

• The successful candidate will support the Risk Manager in developing, updating and implementing the firm’s risk management framework.

Responsibilities

• Manage the implementation of all aspects of the risk function, including implementation of processes, tools and systems to identify, assess, measure, manage, monitor and report risks.
• Assist in the development and management of processes to identify and evaluate business areas’ risks and risk and control self-assessments.
• Assist with monitoring and management of Enterprise, Market, Operational and Liquidity risk in accordance with the firm’s risk appetite.
• Co-ordinate with Compliance/AML and internal audit to ensure that full testing and compliance with all risk management procedures is effective throughout the firm
• Support the preparation and update of Board Risk Policies, as and when necessary.
• Other duties as assigned

Experience/Skills/Competencies Requirements

• Basic understanding of the capital market
• Proficiency in MS Office suite, particularly Microsoft Excel.
• Team Player
• The ability to perform under pressure within time constraints
• Maintain high standards of personal integrity
• Strong analytical & quantitative skills are required.
• Excellent report writing skills and ability to communicate technical positions
• Bachelor’s degree in numerate discipline is required.
• Must have between 1-2 years experience in Risk Management, Finance or Actuarial Management.
• Excellent written, oral communication skills
• Consistent drive to succeed
• Appropriate post-graduate or professional qualifications such as an MSc. or ACA would be beneficial

Job Title: TL, Customer Service – [Group]
Job ID: TLCS001
Location: Lagos
Job Description

• You will be responsible for ensuring that the high standard we set forth for customer satisfaction is engrained in all operational aspects of the Customer Service department.
• You will understand that the clients’ needs always come first and therefore effective and efficient problem solving techniques are applied to every customer inquiry. In addition to the overall leadership and management of the Customer Service Department and representatives.

Responsibilities

It include, but are not limited to:

• Delivering top notch support to customer in a professional, helpful, and highly informative manner before, during, and after a customer’s requirements are met.
• Opening accounts and process client mandate requests with the necessary internal stakeholders
• Project manage customer inquiries that come in to the department
• Close out all Customer Inquiries within the TAT timelines.
• Respond to customer inquiries via email, telephone and provide support for social media inquiries.
• Cross sell United Capital products and services to customers/perspective customers.
• Other duties as assigned
• Updating client records
• Ensuring the Customer Service environment is always welcoming to clients and prospective clients.

Experience/Skills/Competencies Requirements

• Significant level of maturity
• Highly organized, with the initiative and ability to work with limited supervision
• Analytical and attentive to detail
• Knowledge of United Capital products and services
• The ability to perform under pressure within time constraints
• Proficiency in MS office suite
• Bachelor’s Degree in relevant discipline
• Effective process management abilities
• Enthusiastic, positive and hardworking attitude
• Excellent written and oral communication skills
• Must have about 2 years in client-facing role.

Job Title: TM, Private Trusts
Job ID: (TMPT001)
Location: Lagos
Job Description

• You will market products and services to High Net worth Individuals (HNIs), families, foundations and non-bank financial institutions
• Manage client relationships, provide financial advisory services on Private Trust products and provide customized services developed for client use.

Responsibilities

Responsibilities include, but are not limited to:

• Solicit, develop, generate and manage full service relationships with Private Trust Clients including HNIs and non-bank financial institutions.
• Maintain client base, keeping current Private Trust client plans up-to-date and engaging new clients on an ongoing basis.
• Track client’s investments and give proactive suggestions to enhance the portfolio performance on a regular basis.
• Keep abreast of new regulations or policies that may affect various investment decisions/strategies.
• Inform clients of new financial products and services and changes to legislation regarding their savings and investments.
• Provide Trust expertise and professional investment advice using the best services and products available to ensure clients’ financial and non-financial goals are met.
• Provide clients with a high level of individualised customer service and strategies consistent with their service needs/expectations.
• Analyse existing and prospective client’s financial/investment profile and recommend the most suitable products to fit their needs in accordance with their risk appetite.
• Acquire a strong knowledge of Estate Planning products especially Trust and Wills; financial markets; relevant legal, tax, and regulatory issues; asset allocation models.

Experience/Skills/Competencies Requirements

• Bachelor’s Degree in Business, Economics, Law, other finance related discipline from a reputable university
• At least 2 years in a similar capacity within a Financial Services sales environment.
• Good understanding of private banking services and trends including portfolio management, financial planning, asset management, client reporting etc
• Strong retail experience
• Track record in generating sales and relationship management to HNIs including broad technical skills in retirement plans, general investment matters and applicable tax, insurance and estate planning issues.
• Good client advisory skills and good knowledge of funds management and investment processes.
• Portfolio management and statistical analysis skills.
• Excellent communication, report writing and presentation skills.

Job Title: Analyst, Capital Markets, (Investment Banking)
Job ID:(ANCM001)
Location: Lagos, but with some travel
Job Descriptions

• You will support the Capital Market team in sourcing of clients, raising capital and providing counsel to all parties in an investment interchange.

Responsibilities Include, but are not limited to

• Analyse client’s debt and equity portfolio and capital structure and assess alternative structures (funding strategies) to reduce the client’s cost of debt and/or increase its financial flexibility.
• Monitor and evaluate capital market conditions and make proposals for optimal financing vehicles.
• Coordinate the end-to-end capital raising process (public offers, private placements, commercial papers etc) from the preparation of offer documents to the collation of returns/allotments.
• Liaise with regulatory bodies and other professionals in the offer process such as accountants, bankers, lawyers and media practitioners.
• Oversee the printing and distribution of offer documents.
• Supervise the return of monies in the event of oversubscription and the distribution of certificates.
• Prepare complex quantitative analysis, create pricing models and evaluate strategies/alternatives in support of the issuance of long term debt and/or equity.
• Participate in the management and development of the department by carrying out marketing and proposal efforts
• Keep abreast of new regulations or policies that may affect various industries, as well as monitor the economy to determine its effect on capital raising.
• Conduct in-depth sector research.
• Other duties as assigned.

Experience/Skills/Competencies Requirements

• Good knowledge of debt and equity investment.
• Good presentation and communication skills.
• Possession of strong analytical skills including financial statement analysis.
• Demonstrated experience in working with clients and third-party vendors.
• Good business, marketing and relationship management skills.
• First degree or its equivalent from a reputable tertiary institution.
• Minimum of one (1) years cognate experience.
• Ability to apply the knowledge of debt sourcing to make accurate and timely decisions.
• Must have a good knowledge of the operations of relevant regulatory authorities such as SEC and NSE.
• Good appreciation of the processes involved in packaging an offer.
• Appropriate post-graduate or professional qualifications such as an MBA, CFA, MSC in Finance or ACA would be beneficial.

Job Title: Chief Information Officer – [Group]
Job ID: CIO001
Location: Lagos
Job Description

• You will have overall responsibility for Information Technology (IT), manage and coordinate the technical infrastructural services and resources in alignment with the business objectives of United Capital Plc.
• The CIO will be responsible for the delivery of digital platforms, planning, forecasting the technical services and resources to support the infrastructural and Information System (IS) needs of United Capital and work closely in concert with the CEOs and IT contractors to ensure integration of systems and technology.

Responsibilities include, but are not limited to:

• Development and implementation of ICT strategy for United Capital Plc
• Recommend information technology strategies, policies, and procedures by evaluating organization outcomes; identifying problems; evaluating trends and anticipating requirements.
• Participates in vendor contract negotiations for all new computer equipment and software purchase for the organization
• Creates a cost-benefit analysis as well as supporting a detailed definition of data requirements and departmental workflows
• Benchmark United Capital against up to date ICT practices and adapt accordingly.
• Proactively identify and develop new and innovative ways of improving IT processes within United Capital.
• Oversee ICT support (infrastructure development, systems support and maintenance) for the Heirs Holdings group of companies.
• Migrate manual processes to digital platforms and deploy easy to use solutions
• Assess and anticipate technological projects and recommend appropriate action and resources
• Lead, motivate and develop the capability of the ICT team, to achieve agreed annual targets.

Experience/Skills/Competencies Requirements

• Analytics/BI
• Software Development
• Mobile technology
• Cloud computing
• Enterprise resource planning
• Project management
• Strategic thinker,
• Time management
• Excellent communication
• Planning & organizing
• Ability to multitask and exhibit sound practical judgment
• Innovative Thinking
• Leadership
• Collaborating technologies
• IT management
• Customer relationship management
• Virtualization
• IT Security
• Discretion, good judgment, adaptable and versatile individual
• Ability to equilibrate priorities and organize work effectively to meet deadlines
• Vast knowledge of the Capital market, Investment Banking, Asset Management and Trustees Business
• Data Management
• Sc Information Technology or Computer Science with relevant professional certifications
• Minimum of 10 years’ experience in Information Technology 3 of which must be in a leadership role.
• Experience in financial/banking industry is preferred

Job Title: Client Advisor – (Securities)
Job ID: CA001
Location: Lagos

Responsibilities

You will assist the team in all United Capital Securities marketing and relationship management efforts and the responsibilities include, but are not limited to:.

• Source and participate in the acquisition of new clients to increase the company’s market share of Institutional and Retail Investors.
• To drive the company’s online business initiatives on Invest- Now
• Keep abreast of business opportunities and devise strategies to convert them into viable and profitable ventures.
• Provide clients with a high level of customised customer service and strategies consistent with their service needs/expectations.
• Ensure proactive and timely response to all issues raised by the client.
• Prepare general communication to clients (letters, emails) regarding activities of the company.

Experience/Skills/Competencies Requirements

• Good business and relationship management skills and demonstrated ability to cultivate productive business networks.
• Online marketing experience
• Keen analytical mind
• Extensive stock broking experience
• Strong analytical, quantitative, problem-solving and decision making skills.
• Customer service orientation
• Excellent communication, report writing and presentation skills
• Bachelor’s degree from a reputable university with a minimum qualification of a second class degree required.
• Ability to buy and sell securities on behalf of private clients, institutional clients and proprietary trading accounts.
• Extensive knowledge of Capital Market operations.
• In-depth knowledge of equity valuation
• Good understand of the local micro-economic environment
• Membership of the Chartered Institute of Stockbrokers is an added advantage.
• Minimum experience: 2 years cognate experience

Job Title: Assistant Vice President, Investment Banking [Investment Banking]
Job ID: AVP001
Location: Lagos, but with extensive travel
Job Description

• Reporting directly to the MD, Investment Banking, you will provide specialist advisory services on Capital Markets, Mergers & Acquisitions, Divestitures, Privatizations, Joint Ventures/Strategic Alliances, Capital Raising, Corporate Restructuring TRANSACTIONS amongst others.
• Support with driving profitability and meeting performance targets by developing the relationships, tactics and business plans necessary to realizing revenue, earnings growth and increase in shareholders’ value.

Responsibilities

It include, but are not limited to:

• Responsibility for originating, structuring and executing client projects and mandates
• Networking and marketing.
• Expand opportunities with existing clients
• Screening new projects, defining project description & scope and conducting feasibility studies to determine the financial viability of new ventures projecting cash flow & growth opportunities
• Liaison with regulatory authorities for sanctions & approvals
• Manage all activities related to funding tie-up & financial closure, up to disbursement.
• Contribute to revenue and business development of other business.
• Oversee quality transaction execution and client satisfaction
• Implementation of strategic action plans
• Identify and act on referrals typically in relation to Investment Banking mandates
• Coordinate the end-to-end capital raising process (public offers, private placements, commercial papers etc) from the preparation of offer documents to the collation of returns/allotments.
• Oversee the development and evaluation of financial models with the capability to sensitize key inputs and stress test financial covenants.
• Enforcement of governance and control standards across the business
• Any other duties assigned from time to time

Experience/Skills/Competencies Requirements

• Good business and relationship management skills
• Demonstrated ability to cultivate productive business networks.
• Well established relationships with companies in the Private and Public sectors
• Mergers & Acquisitions
• Due Diligence
• Financial Valuation
• Corporate Restructuring,
• Negotiation skills
• Risk Management
• Client Service
• Business Management (including Project Management skills)
• Excellent communication, report writing and presentation skills
• BA/B.Sc. required; MBA, CFA or other advanced degrees/credentials desirable
• 13+ years of relevant investment banking industry experience required
• Capital raising experience in public equity markets required.

Job Title: Associate, Mergers And Acquisitions – Investment Banking
Job ID: (ASMA001)
Location: Lagos
Job Description

• Reporting directly to the MD, Advisory Business, you will be expected to support all of the marketing initiatives of the team as well as perform fundamental financial, business analysis and valuation of companies.
• In addition, you will be responsible for overseeing mergers and acquisitions from the initial contact all the way to the finalization of the transaction.

Responsibilities

Responsibilities include, but are not limited to:

• Support all of the marketing initiatives of the team.
• Prepare presentation materials including situation updates, company profiles, industry overviews and valuation presentations for buy side/sell side pitches.
• Develop detailed financial models and valuation analysis for all potential transactions and provide input into the preparation of technical reports
• Manage the day-to-day information flow with clients and third-parties in a transaction execution setting.
• Stay current on legislations governing mergers and acquisitions within the United Capital’s jurisdiction, ensuring that all of the business’s M&A initiatives are within the confines of the law.
• Coordinate and implement due diligence for potential transactions
• Efficiently manage prospect pipelines in order to produce and surpass expected results
• Preparation of financial models, projections, and merger analyses
• Perform client due diligence as well as perform fundamental financial, business analysis and valuation of companies
• Create a prospects list by researching and prospecting M&A targets within specified sectors
• Develop and periodically review methodology for identifying prospective M&A deals
• Identify acquisitions and divestitures opportunities for clients and determine financial impact of transactions.
• Liaise with the legal and other relevant work streams to ensure seamless execution of transactions
• Provide expert advisory services in respect to mergers and acquisitions, privatisation and financial restructuring projects
• Oversee and conduct meetings and relevant reviews
• Play an active role in negotiating all transactions between the business and interested parties
• Provide financial analysis including the financial information about industry participants and financial capacity of potential acquirers or competitors for a business
• Oversee transactions from the initiation to final execution
• Other duties as assigned

Experience/Skills/Competencies Requirements

• Valuation and modelling skills
• Strong communication and business writing skills
• Demonstrated ability to work on multiple projects and in teams
• Highly organized, with the initiative and ability to work with limited supervision
• Analytical and attentive to detail
• Effective process management abilities
• Enthusiastic, positive and hardworking attitude
• Understanding of accounting elements and be sufficiently familiar with the mergers and acquisitions regulations.
• Entrepreneurial drive and spirit
• Significant level of maturity and the ability to work as a team interfacing with top company executives and senior management
• Exceptional computer modeling/Excel spreadsheet/Powerpoint/Word  skills

How to Apply
Interested and qualified candidates should please send a resume and cover letter quoting applicable reference number above to: [email protected] Applicants should please state the job position applied for in the subject header.

Application Deadline: 8th June, 2017.