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Crystal Recruit | Nairobi, Kenya | Log in or register to see the closing date
Investment Advisors - Private Wealth
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- Bachelor's degree
- Accounting, finance, banking, insurance
- Experienced (senior worker)
- Full Time
Our Client is a Kenyan Investment firm that engages in Regional Investment Banking, securities, investment management and other financial services with both individual and institutional clients.
- Looking after high net worth individuals of the Private Wealth team by providing suitable investment advice across a range of assets classes from cash deposits, fixed income, equities, real estate and private equity.
Network, generate leads and grab opportunities to sell the spectrum of investment opportunities that are both onshore and offshore.
Managing client investment portfolios and assisting clients to build their investment strategies.
Develop relationships with clients to maximize their revenue potential
Assess the client's overall financial picture, understand their needs and develop a solid investment plan
Assist with strategizing and implementing the team's marketing initiatives
Meeting clients regularly to provide investment updates
Keep abreast of new industry's trends and research market to back up investment consulting
Comply with all industry rules and regulations
General InformationSalary range
: Not specifiedAdditional information
: Not specifiedContract type
: PermanentJob type
: Full TimeLocation
: NairobiArea of work
: Accounting, finance, banking, insuranceSeniority
: Experienced (senior worker)
Job RequirementsRequired education
: Bachelor's degreeRequired relevant work experience
: 2 yearsRequired skills
: Market research, intelligence; Compliance; Business development; Business strategy; Investment advise; Project implementationRequired languages:
English (Spoken: fluent | Written: fluent)
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