A prestigious Nairobi-based Investment Bank with a quarter century of serving the financial community is seeking young professionals between the ages of 21-35 who have attended local secondary schools following the British curriculum (IGCSE/ALevels) or other equivalent International curriculum (e.g. IB).
Candidates must have a passion for the sell-side of the financial industry, socialinteraction at an executive level and be able to communicate confidently to corporate and high net-worth clients (HNWI’s) as they engage with them to develop actionable plans to achieve specific financial results.
Successful candidates will participate in a 3-month training program. Upon
successful completion of which, they will automatically receive a full time contract, reviewable annually. Some of the duties associated with the Investment Executive position are:
1. PROSPECTING FOR NEW BUSINESS/ BUSINESS DEVELOPMENT:
Initial phone solicitation for new business (cold calling)
Solicitation through existing social and business networks
Preparation of lists of prospective/ target clients & maintenance of prospect book
2. CLIENT VISITATION & PRESENTATION & SALES:
Sales presentations of financial products to corporate and HNWI prospects in person
Distribution of up to date marketing materials to existing clients and prospects
Daily in-office and out of office meetings with prospects and clients, including meetings at prospect/client homes and places of work and follow up emails
Assisting clients filling out account opening documentation
Facilitation of client funds transfers
Facilitation of documentation associated with placement of funds
3. CLIENT MAINTENANCE & KNOWLEDGE:
Servicing of existing clients on a monthly basis
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
Successful Candidates for the Investment Executive position typically
possess:
An extremely outgoing, confident personality
Be self-motivated and be able to express themselves professionally in English
Have a serious interest in a long-term career in investment banking
An “A” level, “O” level (IGCSE), IB or other international secondary school
qualification
An Undergraduate degree with a second class upper honours / 3.0 Grade
Point Average or above
A Master’s Degree and/or relevant experience are a plus
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