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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