Job Summary

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.

  • Minimum Qualification: Bachelor
  • Experience Level: Entry level
  • Experience Length: 2 years

Job Description

CANDIDATES INTERESTED IN BACK OFFICE / RESEARCH / OPERATIONS / ANALYSIS / BUY-SIDE WORK / ACCOUNTING / ACTUARIAL NEED NOT APPLY


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 other 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:

Prospecting For New Business/ Business Development:

  1. Initial phone solicitation for new business (cold calling)
  2. Solicitation through existing social and business networks
  3. Preparation of lists of prospective/ target clients & maintenance of prospect book 

Client visitation & Presentation & Sales:

  1. Sales presentations of financial products to corporate and HNWI prospects in person
  2. Distribution of up to date marketing materials to existing clients and prospects
  3. 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
  4. Assisting clients filling out account opening documentation
  5. Facilitation of client funds transfers
  6. Facilitation of documentation associated with placement of funds 

Client Maintenance & Knowledge:

  1. Servicing of existing clients on a monthly basis
  2. 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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Anonymous Employer
Nairobi
| Full Time |
KSh Confidential