Alfred Katule

Experience

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  McGill University

  Jan 2013 - May 2013

  - Worked for SSMU (Students’ Society of McGill University) as one of three liaisons between McGill and the long-term residents of Milton-Parc in its pilot program- Created and maintained relationships with established residents and would be approached for any concerns related to university students in the area- Responsible for solving conflicts and issues that residents faced that were attributed to university students - Assisted Professor Martin Lechowicz in research about comparative ecology of temperate and boreal trees, functional ecology of tree growth. Learned and became proficient in digital image analyzer software called WinSCANOPY

  • SSMU’s Community Ambassador for the Milton-Parc Neighborhood

    Jan 2013 - May 2013

  • Research Assistant

    Jan 2013 - Apr 2013
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  The University of British Columbia

  Jan 2015 - Aug 2015

  - Assist Human Resources department in the Graduate and Postdoctoral Fellows Office in various administrative tasks such as implementing events, typing event report summaries, confirming monthly staff attendance, creating online surveys, emailing and correspondence with incoming Postdocs, and keeping track of the master budget records of the office • Responsible for duties such as teaching in office hours, establishing ongoing communication with students, and grading of assignments and exams

  • Work-Learn Student Office assistant

    Sept 2014 - Aug 2015

  • Graduate Teaching Assistant

    Jan 2015 - Apr 2015
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  Calgary Chamber of Commerce

  May 2015 - Aug 2015

  Research and Policy Analyst

  - Deliver research and policy analysis that supports a profitable and innovative agriculture, agri-food and agri-based products industry in Alberta that seizes opportunities in responding to market demands and contributes to the health and well-being of Canadians.- As part of the Calgary Chamber’s Agribusiness series, the Department of Policy, Research and Government Relations is proposing to launch a research component that will explore key public policy challenges facing the agriculture industry in Alberta. The series will include the preparation and release of three (3) discussion papers that will explore areas of policy critical to the agriculture sector and help to generate discussion and raise awareness of the need for progress on this file. The series will also include a number of policy discussion roundtables that will convene leading experts from both government and industry to enable a robust dialogue that will inform our research and support our advocacy efforts on these issues. Show less

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  Investors Group

  Oct 2015 - Jun 2016

  Financial Consultant

  In life, no rational person plans to fail. But a lot of people fail to plan. My business commits to designing financial plans for my clients that are in their best interests. I will provide my clients with personal and comprehensive financial plans tailored to achieve their short and long term goals. Wealth Management Approach 1. Initial Meeting 2. Goals and Concerns / Financial Analysis 3. Preliminary Plan 4. Engagement 5. Plan Review 6. Investment + Tax Implementation 7. Risk Management + Estate planning Show less

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  HSBC Retail Banking and Wealth Management

  Aug 2016 - Feb 2017

  Premium Banker

  Provided excellent financial services to retail, advance and premier customers on a multitude of platforms. Services and products offered range from credit facilities such as mortgages to long-term investment products such as mutual funds. Performed a variety of sales and service activities to all customers including Business Banking with the primary focus on Advance and Premier customers. Interactions are either face to face or through an alternate channel.Proactively developed new client business through team portfolio management, which includes solicitation of client referrals and promotion of products and service offerings across multiple distribution channels.Anticipated and understood customer needs in order to provide advanced sales and customer service and completed transactions with speed, efficiency and certainty.Acted as second level escalation for handling more complex customer inquiries.Maintained superior and courteous service to promote products and expand customer relationships.Exceeded customer expectations in terms of speed, efficiency, certainty and professionalism, either face to face or through an alternate channel.Ensured branch or work area is maintained in accordance with HSBC standards.Worked as part of an integrated branch and multi channel Premier management team, proactively supporting others.Participated in business development programs within area of specialty to enhance product knowledge, cross selling skills and relationship management skills.Ensured compliance of both general and anti-money laundering and anti-terrorist financing (AML/ATF) compliance controls as well as operational risk controls in accordance with HSBC or regulatory standards and policies; and optimized relations with regulators by addressing any issues. Show less

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  Stanbic Bank

  Sept 2017 - Sept 2020

  Credit Risk Managment

  Implemented credit procedures by maintaining a tight control over all aspects of advance administration. Ensured that all bank and statutory returns and reports are produced in an accurate and timely manner. Actioned all identified credit control events and defaults.Manage a portfolio of diverse clients, particularly all financial institutions which have credit limits with the bank, as well as clients from sectors such as the Power & Infrastructure, Oil & Gas, and FMCG sectors

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  Stanbic Bank Tanzania

  Sept 2020 - now

  • Transactional Banking Manager

    Oct 2024 - now

  • Business & Strategy Execution Manager

    Oct 2023 - now

  • Business Manager

    Oct 2021 - Oct 2023

  • Investment Banking Analyst

    May 2022 - Dec 2022

  • Commercial Banking Relationship Manager

    Sept 2020 - Oct 2021