Job Purpose

To maintain the Bank's awareness of market opportunities, customer needs, trends, and market intelligence, ensuring the Bank leverages all opportunities in the Capital market and identifies factors that impact product competitiveness. Additionally, to offer alternative sources of finance to customers.

Principle Responsibilities

• Create initiatives in assisting companies to raise both debt and equity funding from the capital markets as well as privately from financial and strategic partners.
• Undertake all advisory assignments including Project Management, bond placement, and company valuation.
• Liaise with the Capital Markets and Securities Authority (CMSA) and the Dar es Salaam Stock Exchange (DSE) on regulatory approvals, listings, disclosures, and other capital-markets obligations.
• Coordinate with the receiving bank and relevant transaction parties to ensure smooth execution of post-capital-raising activities, including settlement, allocation, listing, and reporting.
• Ensure the timely completion and submission of project undertakings while advising Management on their efficiency and profitability to support informed decision-making and business performance.
• Prepare and furbish financial models and analysis for businesses with intent to raise capital and secure advisory services.
• Develop business plans and implementation strategies for new products, research investment opportunities, conduct due diligence on prospective investments.
• Analyse business opportunities through market research and prepare business cases and recommendations for viable propositions to support management decision-making and approval.
• Identify and pursue innovative business and cross-selling opportunities through market research and a deep understanding of customer needs to support the growth of Treasury, Capital Markets, and other CRDB business lines.
• Ensure that revenue and profitability targets are achieved by implementing sales plans in line with overall products and services offered in conjunction with Banks strategies.
• Assist in coordinating industrial research and analysis to assist in the identification of potential business as well as financing opportunities.
• Participate in the continuous review and development of the investment process staying abreast with all major developments in financial markets and global economics.
• Manage and grow client relationships by providing capital market, investment, and financial advisory solutions aligned with clients' financial objectives.
• Promote and drive the uptake of the Bank's capital market products, trading services, and investment opportunities among individual and corporate clients.
• Monitor client portfolios, analyse market trends, and provide recommendations to optimize investment performance and returns.
• Develop strategic business opportunities through client acquisition, capital-raising initiatives, and investment advisory services in support of the Bank's growth objectives.

Qualifications Required

• Bachelor’s degree in Accounting, Finance, Economics, Business Administration or related Field. (Master’s degree will be added advantage).
• Certified by CMSA and have attended and successfully completed Securities Industry Certification Course provided by Chartered Institute for Securities & Investment.
• 2 years of experience in Capital Markets involved in financial and investment analysis.
• Depth in a structured Sales process involving the understanding of a customer’s situation and respective problem and the provision of a structural solution based on the customer need and the Bank’s product offering.
• Knowledge of capital market assignments including Investment & Wealth Management, Securities Brokerage & Market Research, Corporate Finance and advisory, bank operations, corporate treasury functions, money markets and banking regulations.
• Maintain strong relationships with regulators, financial institutions, and key market stakeholders while keeping abreast of developments in the capital markets environment, including legal, regulatory, and industry changes.
• Demonstrate strong leadership, communication, and decision-making capabilities to drive business performance, manage risks, and achieve strategic objectives in a dynamic operating environment.
• Conduct financial modelling, investment analysis, and market assessments to evaluate business opportunities and support informed investment decisions.
• Market and promote capital market products to domestic and international investors while leveraging strong negotiation skills and business insights to drive growth and client value.
• Demonstrate strong analytical, communication, presentation, and relationship management skills to build effective stakeholder networks and support business growth.
• Ensure the timely and cost-effective completion of assignments while maintaining high standards of quality, efficiency, and accountability.

• Create initiatives in assisting companies to raise both debt and equity funding from the capital markets as well as privately from financial and strategic partners.
• Undertake all advisory assignments including Project Management, bond placement, and company valuation.
• Liaise with the Capital Markets and Securities Authority (CMSA) and the Dar es Salaam Stock Exchange (DSE) on regulatory approvals, listings, disclosures, and other capital-markets obligations.
• Coordinate with the receiving bank and relevant transaction parties to ensure smooth execution of post-capital-raising activities, including settlement, allocation, listing, and reporting.
• Ensure the timely completion and submission of project undertakings while advising Management on their efficiency and profitability to support informed decision-making and business performance.
• Prepare and furbish financial models and analysis for businesses with intent to raise capital and secure advisory services.
• Develop business plans and implementation strategies for new products, research investment opportunities, conduct due diligence on prospective investments.
• Analyse business opportunities through market research and prepare business cases and recommendations for viable propositions to support management decision-making and approval.
• Identify and pursue innovative business and cross-selling opportunities through market research and a deep understanding of customer needs to support the growth of Treasury, Capital Markets, and other CRDB business lines.
• Ensure that revenue and profitability targets are achieved by implementing sales plans in line with overall products and services offered in conjunction with Banks strategies.
• Assist in coordinating industrial research and analysis to assist in the identification of potential business as well as financing opportunities.
• Participate in the continuous review and development of the investment process staying abreast with all major developments in financial markets and global economics.
• Manage and grow client relationships by providing capital market, investment, and financial advisory solutions aligned with clients' financial objectives.
• Promote and drive the uptake of the Bank's capital market products, trading services, and investment opportunities among individual and corporate clients.
• Monitor client portfolios, analyse market trends, and provide recommendations to optimize investment performance and returns.
• Develop strategic business opportunities through client acquisition, capital-raising initiatives, and investment advisory services in support of the Bank's growth objectives.

• Strong leadership, communication, and decision-making capabilities
• Financial modelling, investment analysis, and market assessments
• Negotiation skills and business insights
• Analytical, communication, presentation, and relationship management skills
• Ability to build effective stakeholder networks
• Ability to ensure timely and cost-effective completion of assignments with high standards of quality, efficiency, and accountability

• Bachelor’s degree in Accounting, Finance, Economics, Business Administration or related Field. (Master’s degree will be an added advantage).
• Certified by CMSA and have attended and successfully completed Securities Industry Certification Course provided by Chartered Institute for Securities & Investment.
• Knowledge of capital market assignments including Investment & Wealth Management, Securities Brokerage & Market Research, Corporate Finance and advisory, bank operations, corporate treasury functions, money markets and banking regulations.
• Strong relationships with regulators, financial institutions, and key market stakeholders.