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Dry Associates Limited Investment – Investment Executive.

All jobs > Accounting, Finance and Audit > Dry Associates Limited Investment – Investment Executive.
Full-time

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Investment Executive

About the job

Job Details

Level: Experienced

Job Location: Nairobi – Kenya,

Position Type: Full Time

Education Level: Bachelor’s Degree (or higher), preferably international.

Salary Range: KES 40,000 base (average take home KES 300,000-500,000 depending on experience and commission)

Travel Percentage: Local (Negligible)

Job Shift: Day

Job Category: Finance

Description

Job Summary: The Dry Associates Private Wealth Investment Executive (DAPWIE) is a unique opportunity to explore the nuances of private wealth management. Through the program, you’ll learn to fine-tune your skills to help better clients uncover their long-term objectives and take the steps necessary to reach their goals. By working with experienced Financial Advisors, you’ll discover how wealth management strategies can help clients better prepare for their financial future.

Essential Job Functions for the Investment Executive will include:

  • Complete proprietary training in finance, wealth planning, investment strategies and products.
  • Assist Financial Advisors with helping their clients articulate their financial goals within the context of their investment strategy
  • Drive goals-based wealth management strategy to develop and grow clients
  • Deliver exemplary service and financial guidance to clients, including recommendations for suitable investments and proposed financial strategies.
  • Complete a minimum number of approved financial plans and financial goal analyses each month for your clients.
  • Comply with all regulatory requirements, including licensing and registrations.
  • An established network with High Net Worth (100M+) individuals is essential.

Qualifications

Required Knowledge, Skills and Abilities:

  • Holder of a bachelor’s degree or equivalent to five years of professional experience in business development, management, sales, legal, accounting, education, finance or other business-related fields.
  • Experience in a top-tier investment banking experience (Goldman Sachs, Morgan Stanley, JP Morgan) or consulting firm (McKinsey, BCG, Bain) highly welcomed
  • MBA or advanced certification is preferred
  • Exceptional problem-solving and sharp analytical skills, with a keen understanding of financial statements
  • Creative thinking to analyse, evaluate and draw appropriate conclusions from multiple data relationships and interactions
  • Sound data gathering and data validation abilities
  • Proficient/power user of Excel, Word and PowerPoint; experience with planning/reporting tools
  • Detail-oriented, accurate and possesses strong organisational skills
  • Strong communication skills, both written and verbal
  • Demonstrates good interpersonal skills with the ability to work well across all departments and levels within the organisation; high energy to work through a high volume of work products while remaining engaged in a positive team approach
  • Ability to work independently
  • Exemplary in communication, presentation, time management and organisational skills.
  • Talented at networking with businesses and personal communities.
  • Proficient at listening to client needs and capable of skilful construction of tailored financial solutions.
  • Authorization to work in Kenya without durational restrictions.
  • Successful completion of background checks and pre-employment assessments.

Working Conditions: Professional office environment. Working inside. Standing and sitting. Will be assigned to a workstation—no heavy lifting over 10 lbs.

Benefits: (Upon completion of probation)

  • Inpatient health insurance
  • Paid Time Off programs – accrued vacation of 21 days and accrued sick of 14 days per year
  • 50% Family Medical Insurance
  • Paid Parental Leave
  • Access to DAPPP (Dry Associates Pension Provident Plan, with employee contributions)

This Job Description is only a summary of the typical functions of the job, not an exhaustive or comprehensive list of all possible job responsibilities, tasks, and duties. Your responsibilities, charges, and duties might differ from those outlined in this Job Description; other duties, as assigned, might be part of the job. Dry Associates provides equal employment opportunity to all applicants and employees without regard to age, colour, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law by all applicable laws. DAL provides equal employment opportunity in all employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment by applicable laws.

 

 

 

 

 

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                                                    Nominated Advisors - Nairobi Securities Exchange PLC

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