Overview
Investment Financial Advisors Jobs in Kampala, Central Region, Uganda at Mayfair Asset Managers Limited (Uganda)
Title: Investment Financial Advisors
Company: Mayfair Asset Managers Limited (Uganda)
Location: Kampala, Central Region, Uganda
Company Description Mayfair Asset Managers (Uganda) is a newly incorporated fund management company focused on bringing institutional-grade investment discipline, innovation, and integrity to Uganda’s capital markets. The firm is building a range of collective investment schemes and tailored asset management solutions for individuals, corporates, pension funds, and institutional investors. Backed by the 20-year Pan-African Mayfair brand and a robust governance framework, the company is committed to growing client wealth safely through disciplined investment expertise and fiduciary stewardship. Licensing processes with the Capital Markets Authority are underway, and the team is focused on expanding access to compelling investment opportunities while supporting market development, transparency, and economic growth.
Role Description This is a full-time Investment Financial Advisor role based in Kampala, structured as a hybrid position with a mix of office-based and work-from-home arrangements. The Investment Financial Advisor will engage directly with clients to understand their financial goals, risk tolerance, and time horizons, and provide tailored investment and financial planning recommendations. Day-to-day responsibilities include preparing and presenting investment proposals, conducting portfolio reviews, and monitoring client portfolios against agreed objectives. The role involves performing market and product research, analyzing investment opportunities, and supporting the design and distribution of collective investment schemes and bespoke solutions. The Investment Financial Advisor will also support business development through prospecting, networking, client education sessions, and maintaining accurate client records and compliance documentation in line with regulatory and internal standards.
Qualifications
- Strong skills in Financial Planning and Retirement Planning to assess client needs and design comprehensive long-term financial strategies.
- Knowledge in Finance and Investments to analyze markets, evaluate products, and construct appropriate portfolios.
- Proven experience in Financial Advisory, including client relationship management, needs assessment, and recommendation of suitable solutions.
- Bachelor’s degree or Diploma or Certificate in any discipline (Capital markets knowledge) are an advantage.
- Knowledge of Ugandan capital markets, collective investment schemes, and regulatory requirements, including familiarity with Capital Markets Authority guidelines.
- Strong analytical, quantitative, and problem-solving abilities, with high attention to detail and accuracy in documentation.
- Excellent communication and presentation skills, with the ability to explain investment concepts clearly to diverse client profiles.
- Proactive, ethical, and client-centric mindset, with the ability to work both independently and collaboratively in a growing, entrepreneurial environment.