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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/A-Levels) or another equivalent International curriculum (e.g., IB). Candidates must have a passion for the sell-side of the financial industry, social interaction 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:
o Initial phone solicitation for new business (cold calling)
o Solicitation through existing social and business networks
o Preparation of lists of prospective/ target clients & maintenance of prospect book
2. CLIENT VISITATION & PRESENTATION & SALES:
o Sales presentations of financial products to corporate and HNWI prospects in person
o Distribution of up-to-date marketing materials to existing clients and prospects
o 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
o Assisting clients filling out account opening documentation o
Facilitation of client funds transfers.
o Facilitation of documentation associated with placement of funds
3. CLIENT MAINTENANCE & KNOWLEDGE:
o Servicing of existing clients monthly
o 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.
If this describes you and you meet the above requirements, please forward your CV/ Resume to email@example.com
Please note that only shortlisted candidates will be contacted