Investment Executive

Build Relationships. Grow Wealth. Accelerate Your Career.

Job Overview

We are looking for a driven and people-oriented Investment Executive to join our growing team. This role is ideal for someone at the start of their investment career who is excited about engaging senior decision-makers, building long-term client relationships, and delivering tailored investment solutions.

You will work closely with high-profile corporates and high-net-worth individuals (HNWIs), helping them understand their financial goals, assess risk, and build well-structured investment portfolios across a wide range of products.

What You’ll Do

Business Development & Prospecting

• Engage senior decision-makers through proactive outreach and relationship-driven prospecting
• Leverage personal, professional, and social networks to identify and develop new opportunities
• Build and maintain a pipeline of prospective clients
• Research market trends and industry developments to support informed investment conversations
• Consistently work towards and exceed agreed sales targets

Client Meetings, Presentations & Sales

• Conduct professional investment presentations for corporate and HNWI clients
• Hold regular in-office and off-site meetings with prospects and existing clients
• Share up-to-date product information and marketing materials
• Assist clients with account opening documentation and onboarding
• Facilitate fund transfers and all documentation related to investment placements

Client Relationship Management & Portfolio Support

• Provide ongoing monthly servicing to existing clients
• Maintain strong knowledge of local and international investment products, including:
• Fixed Income
• Securities
• Offshore Investments
• Unit Trusts
• Pension Products
• Monitor client portfolios and recommend adjustments during quarterly reviews
• Ensure full compliance with all regulatory and industry requirements

Who We’re Looking For

Successful Investment Executives typically demonstrate:

• Minimum of a Bachelor’s Degree in Business, Finance, or Economics
• A confident, outgoing, and professional approach to client engagement
• High levels of self-motivation and resilience
• Strong communication, negotiation, and presentation skills
• A genuine interest in building a long-term career in investments or financial services
• Ability to analyse financial data and translate insights into clear client advice
• Excellent attention to detail and the ability to explain complex concepts simply
• Proficiency in Microsoft Word, Excel, Outlook, and PowerPoint

Position Type

Entry Level

Compensation & Benefits

• KES 60,000 gross basic salary
• Insurance & Pension
• Uncapped commission ranging from 10% to 30% of company earnings on your sales

Typical earning potential:

• 3–12 months experience: KES 160,000+ gross
• 12–24 months experience: KES 260,000+ gross
• 2+ years experience: KES 400,000+ gross, based on performance

Start Date: Ongoing

Disclaimer

This job description outlines the general nature and key responsibilities of the role and is not intended to be an exhaustive list. Duties may evolve over time, and additional responsibilities may be assigned as required.

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