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Crystal Recruit   |   Nairobi, Kenya   |   Log in or register to see the closing date

Investment Advisors - Private Wealth

  • Bachelor's degree
  • Accounting, finance, banking, insurance
  • Experienced (senior worker)
  • Full Time
  • Permanent
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Job Summary

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.


  1. 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.
  2. Network, generate leads and grab opportunities to sell the spectrum of investment opportunities that are both onshore and offshore.
  3. Managing client investment portfolios and assisting clients to build their investment strategies.
  4. Develop relationships with clients to maximize their revenue potential
  5. Assess the client's overall financial picture, understand their needs and develop a solid investment plan
  6. Assist with strategizing and implementing the team's marketing initiatives
  7. Meeting clients regularly to provide investment updates
  8. Keep abreast of new industry's trends and research market to back up investment consulting
  9. Comply with all industry rules and regulations
  10. Trade execution
  11. Product development

General Information

Salary rangeNot specified
Additional informationNot specified
Contract type: Permanent
Job type: Full Time
Location: Nairobi
Area of work: Accounting, finance, banking, insurance
Seniority: Experienced (senior worker)

Job Requirements

Required education: Bachelor's degree
Required relevant work experience: 2 years
Required skills: Market research, intelligence; Compliance; Business development; Business strategy; Investment advise; Project implementation
Required languages: English (Spoken: fluent | Written: fluent)

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Crystal Recruit

Consulting, business support, auditingCompany size: 20-50 people

Crystal Recruit is a boutique recruitment firm that specializes in matching the right talent to the right job opportunities across Africa. We go out of our way to find that missing person for your business puzzle. We are the partner that understands your needs, recruits ‘best-in-class’ talent and counsel you towards a successful conclusion to the search process. Our primary activity is permanent placements and temporary staffing for either single, large volume or ongoing staffing requirements. We recruit at all levels from junior to senior and across a broad range of employee categories and sectors.

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