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    Investment Executive at - Nairobi, Kenya - Dry Associates Limited Investment

    Dry Associates Limited Investment
    Dry Associates Limited Investment Nairobi, Kenya

    17 hours ago

    Default job background
    Full time
    Description
    Dry Associates is the largest issuer of Commercial Paper & Corporate Bonds in East Africa Private Wealth Management includes managing onshore and offshore assets through individualized portfolio structuring


    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
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