INVESTMENT EXECUTIVE

Job Closed!
Company:Dry Associates Ltd.
Category:Business development
Job Type:Contract
Location:Nairobi

Job details

 

ROLES AND RESPONSIBILITIES;

 

1. PROSPECTING FOR NEW BUSINESS:

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:

o Sales presentations of financial products to corporate and HNWI prospects in person

o Maintenance and distribution of up to date marketing materials

o Daily in-office and out of office meetings with prospects and clients o Emailing and discussing financial proposals
 
3. CLIENT MAINTENANCE & KNOWLEDGE:

o Servicing of existing clients on a monthly basis

o Maintenance of current product knowledge (both in the local & overseas markets), including, but not limited to product knowledge of:

1. Fixed Income Securities

2. Government Treasury Instruments

3. Offshore Investments

4. Unit Trusts

 
Successful Candidates for the Investment Executive position typically possess:   ?

  • An extremely outgoing, confident personality ?
  • Be self-motivatedand 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 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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Business development Dry Associates Ltd. 3 weeks ago
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