Investment Executive at Dry Associates Investment Bank in Nairobi, Kenya

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    Investment Executive

    Dry Associates Investment BankNairobi, Kenya

    Posted

    1 week ago

    Apply by

    25 Aug

    Full Time
    On Site
    Entry
    Banking, Insurance & Financial Services
    Banking, Insurance & Financial Services

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    Job Description

    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.

    Key Responsibilities

    • 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
    • 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
    • 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

    Required Qualifications

    • 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

    Job Details

    Job Function

    Banking, Insurance & Financial Services

    Minimum Experience

    2 years

    Education Level

    Bachelor’s Degree

    Area of Study

    Business

    Field of Study

    Finance

    Additional Information

    How to Apply: Send your application to the email address provided in the job posting.

    Master the Client Conversation: From First Call to Portfolio Review

    This role lives and dies by your ability to connect with senior decision-makers and HNWIs. Hiring managers will probe how you build trust, handle objections, and translate complex financial products into clear advice.

    1. Show you understand the products: Before you apply, make sure you can explain fixed income, unit trusts, offshore investments, and pension products in simple terms. Be ready to discuss how each fits different client goals.

    2. Prove your sales instincts: Even though it's entry-level, you'll be expected to meet sales targets. Highlight any experience where you've persuaded someone, whether in sales, internships, or even leading a project.

    3. Prepare a 30-60-90 day plan: Outline how you'll prospect, build your pipeline, and start client meetings. This shows you're proactive and think strategically.

    4. Polish your presentation skills: You'll be presenting to corporates and HNWIs. Practice a short pitch on an investment product, and be ready to deliver it confidently.

    5. Demonstrate financial literacy: Be ready to discuss basic financial concepts, market trends, and how you stay informed. Read up on the Kenyan investment landscape.

    6. Highlight your network: The role leverages personal and professional networks. Think about who you know that could be a potential client or referral source, and be ready to talk about how you'll tap into that.

    7. Emphasize attention to detail: You'll handle documentation and compliance. Give examples of how you've been meticulous in past roles or academic work.

    8. Show resilience and self-motivation: Sales roles have rejection. Share a story of how you've bounced back from a setback and stayed motivated.

    CareerSasa Safety Alert: Never pay employers or agencies for interviews, training, or job placement. Does a job request payment? Report it immediately using the "Flag" button. While CareerSasa vets job postings thoroughly, always verify opportunities independently.
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    Tags

    investment
    client relationship
    sales
    financial analysis
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