Wealth Management Architect

4 weeks ago


Nairobi, Nairobi Area, Kenya Dry Associates Limited Investment Full time

Dry Associates is the largest issuer of Commercial Paper & Corporate Bonds in East Africa. Private Wealth Management involves managing onshore and offshore assets through individualized portfolio structuring. As a Wealth Management Architect, you will focus on delivering exceptional service to high net worth individuals and corporations.

Key responsibilities include:

  • Identifying and connecting with affluent individuals and decision-makers within prominent corporations, leveraging your extensive network and prospecting skills
  • Conducting in-depth client consultations to assess risk tolerance, financial goals, and overall investment landscape, and translating complex financial concepts into clear and actionable plans
  • Designing and implementing bespoke investment strategies that leverage a wide range of financial products, including fixed income securities and structured portfolios
  • Building strong and lasting client relationships through exceptional service, ongoing communication, and proactive portfolio management
  • Staying ahead of market trends, researching new investment opportunities, and ensuring compliance with all industry regulations

To be successful, you will possess:

  • A minimum of 1 year of experience in developed market trading with a proven track record of success
  • An in-depth understanding of fixed income securities and structured portfolio management
  • A magnetic personality with exceptional communication and presentation skills, comfortable with cold calling and engaging with high net worth individuals on a global scale
  • A keen analytical mind with the ability to interpret market data and translate it into actionable investment strategies
  • Impeccable attention to detail and the ability to explain complex financial concepts in a clear and concise manner
  • Proficiency in MS Office Suite (Word, Excel, Outlook, PowerPoint)

Dry Associates is a leading player in East Africa's financial market, with a strong reputation for delivering exceptional service to its clients.



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