
Website AFLIFE HOLDINGS ZAMBIA LTD
JOB PURPOSE
The role supports end-to-end corporate advisory transactions through financial analysis, modelling, and preparation of transaction materials, while providing insights that inform strategic decisions and drive business development. It also delivers key accounting and administrative support—such as billing, filing, and reporting—to ensure operational efficiency and compliance.
REPORTING TO THE GROUP CHIEF OPERATING OFFICER, KEY RESPONSIBILITIES AND RELATED ACTIVITIES INCLUDE:
KR1 – Creation and Maintenance of Client Relationships
Assess client needs and goals
Attend client and stakeholder meetings
Prepare and submit progress reports
Prepare presentations and supporting documents for clients
KR2 – Transaction Origination
Source prospective clients and transactions
Conduct sector research on key and emerging opportunities
Prepare mandate documents and ensure client execution
Advise clients on regulatory requirements for transactions
Manage transaction checklists to ensure timely progress
KR3 – Research and Analysis
Prepare and interpret financial summaries and reports
Conduct financial forecasting and strategic reporting
Track operational metrics and KPIs
Develop and analyse financial models for decision-making support
KR4 – Business Development
Arrange meetings with prospective clients
Secure new clients and business opportunities for the SBU
KR5 – Financial Reporting
Prepare forecasts, budgets, and ACCPAC data entries
Produce monthly management and performance reports
Prepare year-end financial statements and support audits
KR6 – Invoicing
Conduct billing activities and follow up on outstanding payments
KR7 – Documentation
File and maintain complete, accurate documentation for all transactions
QUALIFICATIONS AND SKILLS:
The suitable candidate for the position will be required to possess the following minimum qualifications and skills:
1. Degree in Finance, Economics, Accounting or related fields including Engineering, Mathematics, Statistics, Actuarial Science, or other Natural Sciences,
2. CFA qualification (Level I, II or III) is an added advantage
3. Full CIMA, ACCA or ZICA
4. Minimum of at least 2 years in a similar role
5. Stockbrokers/financial advisors training
COMPETENCIES REQUIRED FOR THE ROLE:
Work with minimal supervision
Ability to multitask
Creative thinker
Problem solver
Strong analytical and numerical skills
Ability to interpret data
Client relations
Research skills
Honesty and Integrity
CLOSING DATE
Suitable candidates are required to send their application & Curriculum vitae to jobs@aflife.co.zm . Closing date for applications is Monday 23 March 2026.
Aflife is an Equal Opportunity Employer and is non-discriminatory on the basis of race, gender, sexual orientation, disability, nor ethnic grouping.
Please note that due to the high volume of applications received, only shortlisted candidates will be contacted.
To apply for this job email your details to jobs@aflife.co.zm