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Wealth Management Architect at

3 months 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 includes managing onshore and offshore assets through individualized portfolio structuring

Summary

If you're a seasoned investment professional with a passion for crafting personalized wealth management and growth strategies, then this opportunity is for you.

We're seeking a highly motivated and results-oriented Wealth Management Architect to join our dynamic team.

In this challenging and rewarding role, you will:

Unearth Investment Opportunities:

Leverage your extensive network and prospecting skills to identify and connect with affluent individuals and decision-makers within prominent corporations.


Become a Trusted Advisor:
Conduct in-depth client consultations to assess risk tolerance, financial goals, and overall investment landscape. Translate complex financial concepts into clear and actionable plans.

Craft Personalized Portfolios:

Design and implement bespoke investment strategies that leverage a wide range of financial products, including fixed income securities, structured portfolios, and international investments.


Foster Long-Term Relationships:
Build strong and lasting client relationships through exceptional service, ongoing communication, and proactive portfolio management.

Stay Ahead of the Curve: Continuously stay abreast of market trends, research new investment opportunities, and ensure compliance with all industry regulations.


To be successful, you'll possess:
Minimum 1 year of experience in developed Market Trading with a proven track record of success.
In-depth understanding of fixed income securities and structured portfolio management.
A magnetic personality with exceptional communication and presentation skills. You should be comfortable with cold calling and confidently engaging with HNWIs 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).