Amani Kibola
Winnipeg,MB
Summary
Dynamic individual with hands-on experience in Deal Advisory and Client Relationship Management with experience covering financial institutions and FMCG industry. Adept in leveraging financial modeling, market research and fostering client relationships to solve problems and achieve client satisfaction. Known for adaptability, creativity and a results-oriented mindset.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Corporate Finance Associate
Tanzania Securities Limited (Brokerage Firm)
2023.04 - 2024.07
- Presented findings from financial models and market research in concise reports, enabling clients to make informed decisions regarding Bond Coupon Rate.
- Supported deal execution by managing timelines and coordinating efforts among team members, ensuring timely completion of critical tasks including the Information Memorandum.
- Prepared presentations for prospective Investors detailing historical performance trends and future growth projections of the client's business.
- Collaborated closely with external partners such as The Bank (Client), financial service authorities, lead accountant and legal advisors to facilitate a smooth bond issuance process.
Wealth Management Advisor
Tanzania Securities Limited (Brokerage Firm)
2022.01 - 2023.03
- Evaluated clients' financial status to provide recommendations and suggestions on proper investments, debt management and insurance.
- Enhanced overall team performance by regularly sharing insights on market trends, product offerings, and successful client engagement strategies.
- Provided exceptional customer service through prompt response times, empathetic listening skills, and clear communication of complex financial concepts.
- Built strong relationships with clients through regular communication, understanding their financial goals, and offering tailored advice.
Account Manager
Unilever Kenya Limited
2018.01 - 2021.10
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
- Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
Education
Master of Science - Finance
University of Manitoba
Winnipeg, MB08.2026
Bachelor of Arts - Economics
St. Olaf College
Northfield, Minnesota08.2017
Skills
- Microsoft Excel proficiency
- Attention to Detail
- Financial Modeling and Forecasting
- Relationship building and management
- DCF Analysis
- Pitch Book Creation
Certification
- CFA - Certified Financial Analyst (Passed Level 1)
- Excel Skills for Business: Essentials Macquarie University
- The Chartered Institute for Securities and Investments (CISI) (Levels 1 and 2)
- CFI - Introduction to Banking
Timeline
Corporate Finance Associate
Tanzania Securities Limited (Brokerage Firm)
2023.04 - 2024.07
Wealth Management Advisor
Tanzania Securities Limited (Brokerage Firm)
2022.01 - 2023.03
Account Manager
Unilever Kenya Limited
2018.01 - 2021.10
Master of Science - Finance
University of Manitoba
Bachelor of Arts - Economics
St. Olaf College
- CFA - Certified Financial Analyst (Passed Level 1)
- Excel Skills for Business: Essentials Macquarie University
- The Chartered Institute for Securities and Investments (CISI) (Levels 1 and 2)
- CFI - Introduction to Banking
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