Jobs Kenya

Website: Website http://www.dryassociates.com

  • Research Analyst

    Research Analyst

    The Research Analyst is primarily responsible for developing the securities analysis required to support the Company’s purchase of investment products. This requires developing original research to guide the Head of Trading, Investment Committee, Unit Trust Department and Pensions Department on profitable investments. The research will include fundamental and technical analysis of stocks, bonds and other investment products. In addition, the Research Analyst shall work with the Lead Research Analyst in origination work supporting the issuance of debt and equity securities.

    Reporting Relationship

    The Research Analyst shall report to the Lead Research Analyst.

    Duties

    The duties of the Research Analyst are varied, but the following are key areas of concentration:

    Preparation of Securities Analysis for the following:

    NSE Stocks

    Develop and update a quarterly Recommended List of equities for purchase and sale on the Nairobi Stock Exchange.
    Keep a permanent record of buy and sell recommendations based on a sample KES 10M portfolio which shows profit or loss performance on an ongoing basis. This sample portfolio will reflect the Company’s “house view” on NSE securities.

    Offshore Mutual Funds

    Review the literature distributed by fund managers to develop a Recommended List of funds for purchase by the Company’s investors.

    International Stocks & Bonds

    Review all available literature and develop a recommended list of equity and debt securities that would be appropriate and profitable investments for the Company and its clientele. Work closely with the Head of Trading to continually update these recommendations.

    Weekly Report

    Prepare a Weekly Report which captures the most current information together with commentary on all the above and any other assets under consideration ensuring that it is a useful to company traders and portfolio managers.

    Assist the Research Analyst with Origination Work as follows:

    The Company prepares an Information Memorandum for each Issuer of Commercial Paper (CP), Bonds or Equity. The Research Analyst shall assist in preparation of these documents. In addition, the Research Analyst will assist with preparation of the annual updates of supporting documentation as long as the Issuer remains a client.

    The Research Analyst shall assist in annual preparation and updating of fact sheets for each Issuer.
    The Research Analyst shall assist with review and updating all marketing material such as power point slides and literature supporting issuance of fixed income securities so that they are current and being used by the sales staff.
    As directed by the Lead Research Analyst, the Research Analyst shall work with lawyers, accountants, and other parties to the transaction when preparing an Information Memorandum for an issuance.

    Compile Data on Industry Participants

    For Banks, Deposit Taking Microfinance Institutions and Microfinance companies, compile quarterly data to rank and evaluate comparative financial performance using publicly available data. This analysis will inform the Investment Committee in its selection of qualifying Fixed Deposit Receipt programs. Use Dry Associates’ existing templates.

    For Investment Banks (including Dry Associates), Fund Managers and Stockbrokers, compile semi-annual data to rank and evaluate comparative financial performance using publicly available data. For Unit Trusts, similarly, compile and rank semi-annual data to evaluate financial performance.

    Assist in preparing fact sheets and other documentation for Dry Associates’ fixed deposit programmes, Unit Trusts and CP programmes.
    Work with partner banks in supporting Dry Associates’ fixed deposit relationships with periodic calls with management and maintaining and analysing bank financial statements

    Assist in the regular issuance of the following Dry Associates’ communication and public relations commentaries:

    Newsletter(s)

    Assist in preparing certain sections of a quarterly newsletter.
    Prepare the Commentary Section of the Weekly Report.
    Assist in preparing fact sheets and other documentation for the firms’ fixed deposit programmes

    Assist in new initiatives such as the following:

    Private Equity

    Identify potential PE targets and assist the Lead Research Analyst and Senior Management in growing the transaction pipeline.
    Work with senior management in the roll out of private equity services.
    Assist senior management in preparing any Listing Documents supporting the listing of companies on the Nairobi Stock Exchange.

    Assist in preparing monthly Unit Trust performance reports & fact sheets.

    Work with the Unit Trusts Administrator and Lead Research Analyst to prepare monthly performance reports for the Dry Associates Unit Trusts according to CMA performance reporting guidelines.
    Assist the Unit Trusts Administrator with timely research & advice on various Unit Trusts investments.

    Accountabilities

    The Research Analyst’s performance shall be evaluated on the following accountabilities:

    Working with the buy side of the Company, but particularly the Head of Trading to provide current research on local NSE equities and foreign (selected US and international) equities.
    Ensuring that there are always recommended Franklin Templeton funds for purchase with corresponding research to support those recommendations.
    Ensuring that there are always recommended international stocks and bonds for purchase by the Company and its clients with corresponding research.
    Assistance in the preparation of origination documentation.
    Compiling and evaluating financial performance of banks and other financial entities on a timely basis.

    Qualifications

    Member of ICIFA
    Degree in Economics from a highly accredited university.
    Self-motivated proactive individual
    With the ability to demonstrate critical and analytical thinking

    Apply via :

    www.linkedin.com

  • Internal Auditor

    Internal Auditor

    The Internal Auditor is responsible for conducting independent and objective audits of Dry Associates Investment Bank’s operations to assess the adequacy and effectiveness of its internal controls and risk management framework. The Internal Auditor will work closely with management to identify and mitigate risks, and to ensure that the Bank’s operations are conducted in a safe, efficient, and effective manner.

    Responsibilities:

    Conduct risk assessments and develop audit plans.
    Conduct independent and objective audits of the Bank’s financial, operational, and compliance controls.
    Evaluate the adequacy and effectiveness of the Bank’s internal controls.
    Identify and report on risks and control deficiencies.
    Make recommendations for improvement.
    Work with management to implement corrective action plans.
    Maintain a professional relationship with management and staff.
    Keep abreast of relevant industry standards and regulations.

    KPI’s:

    Number of audits conducted: The Internal Auditor should aim to conduct a certain number of audits each year, depending on agreement with the managers but to a minimum of 4 quarterly audits per year.
    Number of risks identified and mitigated: The Internal Auditor should identify and mitigate a certain number of risks each year.
    Number of control deficiencies reported: The Internal Auditor should report a certain number of control deficiencies each year.
    Number of recommendations for improvement made: The Internal Auditor should make a certain number of recommendations for improvement each year.
    Percentage of corrective action plans implemented: The Internal Auditor should work with management to implement a certain percentage of corrective action plans each year.
    Percentage of audits completed on time and within budget: The Internal Auditor should aim to complete 100% of audits on time.
    Number of positive feedbacks received from management and staff: The Internal Auditor should aim to receive a certain number of positive feedback from management and staff each year.

    Qualifications:

    Bachelor’s degree in accounting, finance, or a related field
    CPA qualification level 6 completed Minimum
    ICPAC Membership required
    3+ years of experience in internal audit or a related field
    Strong analytical and problem-solving skills
    Excellent written and verbal communication skills
    Ability to work independently and as part of a team.
    Strong attention to detail
    Ability to work under pressure.
    Proficient in Microsoft Office Suite

    Apply via :

    www.linkedin.com

  • Wealth Management Architect

    Wealth Management Architect

    In this challenging and rewarding role, you will:

    Unearth Investment Opportunities: Leverage your extensive network and prospecting skills to identify and connect with affluent individuals and decision-makers within prominent corporations.
    Become a Trusted Advisor: Conduct in-depth client consultations to assess risk tolerance, financial goals, and overall investment landscape. Translate complex financial concepts into clear and actionable plans.
    Craft Personalized Portfolios: Design and implement bespoke investment strategies that leverage a wide range of financial products, including fixed income securities, structured portfolios, and international investments.
    Foster Long-Term Relationships: Build strong and lasting client relationships through exceptional service, ongoing communication, and proactive portfolio management.
    Stay Ahead of the Curve: Continuously stay abreast of market trends, research new investment opportunities, and ensure compliance with all industry regulations.

    To be successful, you’ll possess:

    Minimum 1 year of experience in developed Market Trading with a proven track record of success.
    In-depth understanding of fixed income securities and structured portfolio management.
    A magnetic personality with exceptional communication and presentation skills. You should be comfortable with cold calling and confidently engaging with HNWIs on a global scale.
    A keen analytical mind with the ability to interpret market data and translate it into actionable investment strategies.
    Impeccable attention to detail and the ability to explain complex financial concepts in a clear and concise manner.
    Proficiency in MS Office Suite (Word, Excel, Outlook, PowerPoint).

    Apply via :

    www.linkedin.com

  • Internal Auditor

    Internal Auditor

    The Internal Auditor is responsible for conducting independent and objective audits of Dry Associates Investment Bank’s operations to assess the adequacy and effectiveness of its internal controls and risk management framework. The Internal Auditor will work closely with management to identify and mitigate risks, and to ensure that the Bank’s operations are conducted in a safe, efficient, and effective manner.

    Responsibilities:

    Conduct risk assessments and develop audit plans.
    Conduct independent and objective audits of the Bank’s financial, operational, and compliance controls.
    Evaluate the adequacy and effectiveness of the Bank’s internal controls.
    Identify and report on risks and control deficiencies.
    Make recommendations for improvement.
    Work with management to implement corrective action plans.
    Maintain a professional relationship with management and staff.
    Keep abreast of relevant industry standards and regulations.

    KPI’s:

    Number of audits conducted: The Internal Auditor should aim to conduct a certain number of audits each year, depending on agreement with the managers but to a minimum of 4 quarterly audits per year.
    Number of risks identified and mitigated: The Internal Auditor should identify and mitigate a certain number of risks each year.
    Number of control deficiencies reported: The Internal Auditor should report a certain number of control deficiencies each year.
    Number of recommendations for improvement made: The Internal Auditor should make a certain number of recommendations for improvement each year.
    Percentage of corrective action plans implemented: The Internal Auditor should work with management to implement a certain percentage of corrective action plans each year.
    Percentage of audits completed on time and within budget: The Internal Auditor should aim to complete 100% of audits on time.
    Number of positive feedbacks received from management and staff: The Internal Auditor should aim to receive a certain number of positive feedback from management and staff each year.

    Qualifications:

    Bachelor’s degree in accounting, finance, or a related field
    CPA qualification level 6 completed Minimum
    ICPAC Membership required
    3+ years of experience in internal audit or a related field
    Strong analytical and problem-solving skills
    Excellent written and verbal communication skills
    Ability to work independently and as part of a team.
    Strong attention to detail
    Ability to work under pressure.
    Proficient in Microsoft Office Suite

    Apply via :

    www.linkedin.com

  • Wealth Management Architect

    Wealth Management Architect

    Wealth Management Architect

    If you’re a seasoned investment professional with a passion for crafting personalized wealth management and growth strategies, then this opportunity is for you. We’re seeking a highly motivated and results-oriented Wealth Management Architect to join our dynamic team.

    In this challenging and rewarding role, you will:

    Unearth Investment Opportunities: Leverage your extensive network and prospecting skills to identify and connect with affluent individuals and decision-makers within prominent corporations.
    Become a Trusted Advisor: Conduct in-depth client consultations to assess risk tolerance, financial goals, and overall investment landscape. Translate complex financial concepts into clear and actionable plans.
    Craft Personalized Portfolios: Design and implement bespoke investment strategies that leverage a wide range of financial products, including fixed income securities, structured portfolios, and international investments.
    Foster Long-Term Relationships: Build strong and lasting client relationships through exceptional service, ongoing communication, and proactive portfolio management.
    Stay Ahead of the Curve: Continuously stay abreast of market trends, research new investment opportunities, and ensure compliance with all industry regulations.

    To be successful, you’ll possess:

    Minimum 1 year of experience in developed Market Trading with a proven track record of success.
    In-depth understanding of fixed income securities and structured portfolio management.
    A magnetic personality with exceptional communication and presentation skills. You should be comfortable with cold calling and confidently engaging with HNWIs on a global scale.
    A keen analytical mind with the ability to interpret market data and translate it into actionable investment strategies.
    Impeccable attention to detail and the ability to explain complex financial concepts in a clear and concise manner.
    Proficiency in MS Office Suite (Word, Excel, Outlook, PowerPoint).

    Apply via :

    www.linkedin.com

  • Junior IT Support Officer

    Junior IT Support Officer

    The successful candidate will be responsible for providing technical assistance, troubleshooting, and ensuring a high level of customer service. The role requires proficiency in various technical aspects, excellent communication skills, and a commitment to maintaining security standards.

    Key Responsibilities
    Technical Proficiency:

    Basic knowledge of operating systems (Windows, Linux)
    Understanding of computer hardware and peripherals
    Familiarity with network concepts and troubleshooting
    Knowledge of common software applications and productivity tools

    Troubleshooting Skills:

    Ability to diagnose and resolve hardware and software issues.
    Analytical and problem-solving skills
    Familiarity with remote desktop support tools

    Customer Service:

    Strong customer service and communication skills
    Patience and the ability to explain technical concepts to non-technical users.
    Active listening skills to understand user issues.

    Communication:

    Clear and concise written and verbal communication
    Ability to create user documentation and guides.
    Effective communication with team members and other IT professionals

    Time Management:

    Prioritization of tasks to meet service-level agreements (SLAs)
    Efficient multitasking to handle multiple support requests.

    Ticketing Systems:

    Experience with IT service management tools and ticketing systems
    Ability to log, track, and manage support tickets.

    Documentation:

    Documenting troubleshooting steps and issue resolutions
    Maintaining an organized knowledge base for common issues and solutions

    Customer Training:

    Providing basic training to users on IT systems and applications
    Assisting with and improving onboarding processes for new employees

    Security Awareness:

    Basic understanding of IT security principles
    Adherence to security policies and procedures

    Team Collaboration:

    Collaborating with 2nd and 3rd line support teams when necessary
    Participating in team meetings and contributing to a positive team culture

    Adaptability:

    Willingness to learn and adapt to new technologies and procedures.
    Keeping up to date with industry trends and best practices

    Professionalism:

    Maintaining a professional and courteous demeanor
    Understanding and adhering to organizational policies and protocols

    Reporting Structure

    Reports to Head of IT & Or Senior IT Officer as needed.

    Hours

    Standard Required 40 hours per week or as required by the IT Manager

    Educational Requirements

    Relevant IT Certifications: Certifications such as CompTIA A+, Network+, or Microsoft Certified: Windows 10 are beneficial.
    Ongoing Professional Development: Given the dynamic nature of the IT field, a commitment to continuous learning through workshops, seminars, and staying abreast of industry trends is highly valued.

    Apply via :

    www.linkedin.com

  • Junior IT Support Officer Investment Executive

    Junior IT Support Officer Investment Executive

    The successful candidate will be responsible for providing technical assistance, troubleshooting, and ensuring a high level of customer service. The role requires proficiency in various technical aspects, excellent communication skills, and a commitment to maintaining security standards.

    Key Responsibilities
    Technical Proficiency:

    Basic knowledge of operating systems (Windows, Linux)
    Understanding of computer hardware and peripherals
    Familiarity with network concepts and troubleshooting
    Knowledge of common software applications and productivity tools

    Troubleshooting Skills:

    Ability to diagnose and resolve hardware and software issues.
    Analytical and problem-solving skills
    Familiarity with remote desktop support tools

    Customer Service:

    Strong customer service and communication skills
    Patience and the ability to explain technical concepts to non-technical users.
    Active listening skills to understand user issues.

    Communication:

    Clear and concise written and verbal communication
    Ability to create user documentation and guides.
    Effective communication with team members and other IT professionals

    Time Management:

    Prioritization of tasks to meet service-level agreements (SLAs)
    Efficient multitasking to handle multiple support requests.

    Ticketing Systems:

    Experience with IT service management tools and ticketing systems
    Ability to log, track, and manage support tickets.

    Documentation:

    Documenting troubleshooting steps and issue resolutions
    Maintaining an organized knowledge base for common issues and solutions

    Customer Training:

    Providing basic training to users on IT systems and applications
    Assisting with and improving onboarding processes for new employees

    Security Awareness:

    Basic understanding of IT security principles
    Adherence to security policies and procedures

    Team Collaboration:

    Collaborating with 2nd and 3rd line support teams when necessary
    Participating in team meetings and contributing to a positive team culture

    Adaptability:

    Willingness to learn and adapt to new technologies and procedures.
    Keeping up to date with industry trends and best practices

    Professionalism:

    Maintaining a professional and courteous demeanor
    Understanding and adhering to organizational policies and protocols

    Reporting Structure

    Reports to Head of IT & Or Senior IT Officer as needed.

    Hours

    Standard Required 40 hours per week or as required by the IT Manager

    Educational Requirements

    Relevant IT Certifications: Certifications such as CompTIA A+, Network+, or Microsoft Certified: Windows 10 are beneficial.
    Ongoing Professional Development: Given the dynamic nature of the IT field, a commitment to continuous learning through workshops, seminars, and staying abreast of industry trends is highly valued.

    go to method of application »

    Use the link(s) below to apply on company website.  Use the emails(s) below to apply 

    Apply via :

  • Pension Officer

    Pension Officer

    esponsibilities:

    The Pension position is responsible for assisting in the efficient and profitable management of the Pensions Department. This requires the establishment and maintenance of department policies and procedures and expanding pension services as a growing practice for Dry Associates Ltd.

    More specifically, the Pension shall be responsible for:

    Ensuring the department meets all regulatory requirements of the Retirement Benefits Authority (RBA)
    Ensuring professional and cordial relationships with Trustees, Custodians and Administrators and Actuaries of existing and new Dry Associates pension schemes are maintained
    Establishing a structured roll out of pension services to new clients through an active Marketing Plan that targets institutional and retail clients:
    Ensuring that marketing materials such as PowerPoint presentations and marketing materials (fact sheets) are current and useful
    Establishing an active marketing program that continually contacts organizations without pension schemes
    The outreach part of the marketing plan should target making five (5) phone calls per day to decision makers in organizations to discuss DAL’s pension services
    The outreach effort should also include making one (1) meeting per week where a presentation is made to a prospective organization/client
    Providing investment advice to the Investment Committee which directs the purchase and sale of investments for existing pension schemes

    Reporting Relationship
    The Pension shall report to the General Manager.
    Duties
    The duties of the Pension flow from the above responsibilities and are varied but include the following:

    Monitor inflows and outflows of the pension fund(s)
    Training Sales team members on pension products
    Attending sales presentations with sales team members
    Conduct shadow administration duties at the direction of the General Manager.
    Attending and representing Dry Associates at official regulatory functions as well as ad hoc and formal meetings such as AGMs where presentations are required
    Establishing an active Visitation Schedule with Trustees, Custodians and Administrators to ensure close professional cooperation with these licensees
    Preparing proposals to respond to formal Requests for Proposals (RFPs) and Investment Policy Statements (IPSs) with the approval of the general manager.
    Preparing Investment Policy Statements (IPSs) for existing and new pension clients and maintaining a register allowing Dry Associates to advise clients when to renew IPSs
    Meeting with the General Manager on a regular basis to get input and approval for marketing plans to expand pension fund services to more organizations and individuals
    Working with the research department maintaining an active research program to provide advice to members of the Investment Committee on suitable investments in equity, debt and property
    Ensuring that the minutes, purchase/sale transactions, and other directives of the Investment Committee are prepared and executed at the direction of the General Manager
    Ensuring custodian executes instructions given by the general manager

    The Pension performance shall be evaluated on the following accountabilities:

    Meeting all regulatory requirements to maintain Dry Associates’ pension fund license in good order
    Maintaining a professional and cordial working relationship for department personnel within Dry Associates
    Establishing and implementing an active marketing program which requires meeting with prospective clients on a regular and continuing basis.
    Expanding the department’s Assets under Management by at least 25% per annum. Increasing the pension department’s billings by at least 25% per annum.

    Apply via :

    www.linkedin.com

  • Research Analyst

    Research Analyst

    The ideal candidate will be responsible for turning data into actionable insights by recognizing trends and anomalies in multivariate datasets. In order to use these insights for business improvement, this candidate should feel comfortable using their analysis to tell a story.

    Responsibilities:

    The Research Analyst is primarily responsible for developing the securities analysis required to support the Company’s purchase of investment products. This requires developing original research to guide the Head of Trading, Investment Committee, Unit Trust Department and Pensions Department on profitable investments. The research will include fundamental and technical analysis of stocks, bonds and other investment products. In addition, the Research Analyst shall work with the Lead Research Analyst in origination work supporting the issuance of debt and equity securities.

    Reporting Relationship

    The Research Analyst shall report to the Lead Research Analyst.

    Duties
    The duties of the Research Analyst are varied, but the following are key areas of concentration:
    Preparation of Securities Analysis for the following:
    NSE Stocks

    Develop and update a quarterly Recommended List of equities for purchase and sale on the Nairobi Stock Exchange.
    Keep a permanent record of buy and sell recommendations based on a sample KES 10M portfolio which shows profit or loss performance on an ongoing basis. This sample portfolio will reflect the Company’s “house view” on NSE securities.

    Offshore Mutual Funds

    Review the literature distributed by fund managers to develop a Recommended List of funds for purchase by the Company’s investors.

    International Stocks & Bonds

    Review all available literature and develop a recommended list of equity and debt securities that would be appropriate and profitable investments for the Company and its clientele. Work closely with the Head of Trading to continually update these recommendations.

    Weekly Report

    Prepare a Weekly Report which captures the most current information together with commentary on all the above and any other assets under consideration ensuring that it is a useful to company traders and portfolio managers.

    Assist the Research Analyst with Origination Work as follows:
    The Company prepares an Information Memorandum for each Issuer of Commercial Paper (CP), Bonds or Equity. The Research Analyst shall assist in preparation of these documents. In addition, the Research Analyst will assist with preparation of the annual updates of supporting documentation as long as the Issuer remains a client.

    The Research Analyst shall assist in annual preparation and updating of fact sheets for each Issuer.
    The Research Analyst shall assist with review and updating all marketing material such as power point slides and literature supporting issuance of fixed income securities so that they are current and being used by the sales staff.
    As directed by the Lead Research Analyst, the Research Analyst shall work with lawyers, accountants, and other parties to the transaction when preparing an Information Memorandum for an issuance.

    Compile Data on Industry Participants

    For Banks, Deposit Taking Microfinance Institutions and Microfinance companies, compile quarterly data to rank and evaluate comparative financial performance using publicly available data. This analysis will inform the Investment Committee in its selection of qualifying Fixed Deposit Receipt programs. Use Dry Associates’ existing templates.

    For Investment Banks (including Dry Associates), Fund Managers and Stockbrokers, compile semi-annual data to rank and evaluate comparative financial performance using publicly available data. For Unit Trusts, similarly, compile and rank semi-annual data to evaluate financial performance.

    Assist in preparing fact sheets and other documentation for Dry Associates’ fixed deposit programmes, Unit Trusts and CP programmes.
    Work with partner banks in supporting Dry Associates’ fixed deposit relationships with periodic calls with management and maintaining and analysing bank financial statements

    Assist in the regular issuance of the following Dry Associates’ communication and public relations commentaries:
    Newsletter(s)

    Assist in preparing certain sections of a quarterly newsletter.
    Prepare the Commentary Section of the Weekly Report.
    Assist in preparing fact sheets and other documentation for the firms’ fixed deposit programmes

    Assist in new initiatives such as the following:
    Private Equity

    Identify potential PE targets and assist the Lead Research Analyst and Senior Management in growing the transaction pipeline.
    Work with senior management in the roll out of private equity services.
    Assist senior management in preparing any Listing Documents supporting the listing of companies on the Nairobi Stock Exchange.

    Assist in preparing monthly Unit Trust performance reports & fact sheets.

    Work with the Unit Trusts Administrator and Lead Research Analyst to prepare monthly performance reports for the Dry Associates Unit Trusts according to CMA performance reporting guidelines.
    Assist the Unit Trusts Administrator with timely research & advice on various Unit Trusts investments.

    Accountabilities
    The Research Analyst’s performance shall be evaluated on the following accountabilities:

    Working with the buy side of the Company, but particularly the Head of Trading to provide current research on local NSE equities and foreign (selected US and international) equities.
    Ensuring that there are always recommended Franklin Templeton funds for purchase with corresponding research to support those recommendations.
    Ensuring that there are always recommended international stocks and bonds for purchase by the Company and its clients with corresponding research.
    Assistance in the preparation of origination documentation.
    Compiling and evaluating financial performance of banks and other financial entities on a timely basis.

    Qualifications

    Member of ICIFA
    Degree in Economics from a highly accredited university.
    Self-motivated proactive individual
    With the ability to demonstrate critical and analytical thinking

    Apply via :

    www.linkedin.com

  • Investment Sales Executive

    Investment Sales Executive

    Job Brief:

    Contacting decision makers of high-profile companies/or individuals and setting up meetings.
    Assessing a client’s risk profile and providing strategic advice across a variety of financial products and services
    Assessing client’s overall financial picture, understanding their needs, and developing their ideal portfolio
    Cultivate client base and build win-win relationships
    Managing client portfolios and maintaining a strong relationship

    Responsibilities:
    Prospecting for New Business/Business Development:

    Initial phone prospecting for new business (cold calling)
    Prospecting through existing social and business networks
    Network, generate leads and grab opportunities to sell and meet sales quotas
    Preparation of lists of prospective/target clients & maintenance of target lists
    Keep abreast of new industry’s trends and research markets to back up financial consulting

    Client Visitation, Presentation & Sales:

    Sales presentations/pitches of financial products to corporate and HNWI prospects
    Distribution of up-to-date marketing materials to existing clients and prospects
    Daily in-office and out of office meetings with prospects and clients
    Assisting clients on filling out account opening documentation accurately
    Facilitation of client funds transfers
    Facilitation of documentation associated with placement of funds

    Client Maintenance & Knowledge:

    Servicing of existing clients monthly
    Maintenance of current product knowledge (both in the local & overseas markets), including, but not limited to product knowledge of, Fixed Income, Securities, Offshore Investments, Unit Trusts & Pension Products
    Oversee the course of the portfolio and update it, if necessary, after quarterly client meetings
    Comply with all current industry rules and regulations.

    Successful Candidates for the Investment Executive position typically possess:

    An extremely outgoing, confident personality
    Be self-motivated and be able to express themselves professionally
    Strong communication, negotiation, and presentation skills
    Have a serious interest in a long-term career in investment banking
    Ability to analyse market’s financial data and to provide appropriate data-based advice
    Accuracy, attention to detail and the ability to explain complex information clearly and simply
    Proficient in Word, Excel, Outlook, and PowerPoint

    Apply via :

    www.linkedin.com