Our Client is a Kenyan Investment firm that engages in Regional Investment Banking, securities, investment management and other financial services with both individual and institutional clients.
They seek to recruit motivated individuals to join the Private Wealth Section as Investment Advisors.
Job Responsibilities
Looking after high net worth individuals of the Private Wealth team by providing suitable investment advice across a range of assets classes from cash deposits, fixed income, equities, real estate and private equity.
Network, generate leads and grab opportunities to sell the spectrum of investment opportunities that are both onshore and offshore.
Managing client investment portfolios and assisting clients to build their investment strategies.
Develop relationships with clients to maximize their revenue potential
Assess the client’s overall financial picture, understand their needs and develop a solid investment plan
Assist with strategizing and implementing the team’s marketing initiatives
Meeting clients regularly to provide investment updates
Keep abreast of new industry’s trends and research market to back up investment consulting
Comply with all industry rules and regulations
Trade execution
Product development
Qualifications
Track record of 1-2 years of successful investment guidance
Ability to analyze market’s financial data and to provide appropriate data-based advice
Strong communication (written and verbal), negotiation and presentation skills
Accuracy, attention to detail and the ability to explain complex information clearly and simply
Excellent PC knowledge and ability to operate database systems
CFA Qualified is a Bonus
Bcom / BS degree in Finance or related field
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