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Seniority (Accounting, finance, banking, insurance, Financial Services)
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Grade One Realtors Limited
Financial Services
Description
Company: Grade One Securities Ltd
Location: Nairobi, Kenya
Reports to: Head of Trading/CEO
About the Role
To manage securities transactions, support investment operations, maintain client relationships, and ensure
compliance with financial regulations while contributing to the growth and profitability of the company.
Responsibilities
Key Roles & Responsibilities
• Execute buying and selling of securities on behalf of clients or the company.
• Monitor daily market activities and identify investment opportunities.
• Ensure accurate and timely processing of transactions.
• Maintain proper transaction records and trading documentation.
• Build and maintain strong relationships with clients and investors.
• Provide clients with information on financial products, market trends, and investment opportunities.
• Respond to client inquiries and resolve transaction-related issues promptly.
• Support client onboarding and account management processes.
• Conduct market research and analyze financial data to support investment decisions.
• Track performance of securities, stocks, bonds, and other financial instruments.
• Prepare market reports and investment summaries for management and clients.
• Stay updated on market developments, economic trends, and regulatory changes.
• Ensure compliance with Capital Markets Authority (CMA) regulations and company policies.
• Maintain confidentiality of client and company financial information.
• Prepare daily, weekly, and monthly transaction reports.
• Maintain accurate client account records and investment portfolios.
• Support audit and compliance reviews by providing required documentation.
Qualifications & Experience
Education
• Bachelor’s degree in Finance, Economics, Business Administration, Accounting, or related field.
Professional Qualifications
• CPA, CISI, ACCA, or other relevant financial certification is an added advantage.
• Knowledge of CMA regulations and securities trading practices is preferred.
Experience
• Minimum 3 years’ experience in securities trading, financial services, investment advisory, or related
field.
• Experience working in a securities company, investment firm, or financial institution is preferred.
Key Competencies
• High level of integrity and professionalism.
• Strong understanding of financial markets and investment products.
• Ability to work under pressure and meet deadlines.
• Attention to detail and accuracy.
• Strong negotiation and client management skills.
• Proficiency in Microsoft Office and financial systems.
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