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Wealth Management Architect

1 month ago

Nairobi, Nairobi Area, Kenya Dry Associates Limited Investment Full time
Wealth Management Professional Sought

Dry Associates, a leading provider of wealth management services, is seeking a highly skilled professional to join its team.

In this challenging and rewarding role, you will leverage your expertise to deliver exceptional wealth management services to high net worth individuals and corporations.

  • Identify Investment Opportunities: Leverage your extensive network and prospecting skills to connect with affluent individuals and decision-makers within prominent corporations.
  • Provide Personalized Advice: Conduct in-depth client consultations to assess risk tolerance, financial goals, and overall investment landscape.
  • Craft Investment Strategies: 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:

  • Experience in Developed Market Trading: Minimum 1 year of experience in developed market trading with a proven track record of success.
  • Fixed Income Securities Expertise: In-depth understanding of fixed income securities and structured portfolio management.
  • Exceptional Communication Skills: A magnetic personality with exceptional communication and presentation skills, comfortable with cold calling and confidently engaging with high net worth individuals on a global scale.
  • Analytical Skills: A keen analytical mind with the ability to interpret market data and translate it into actionable investment strategies.
  • Attention to Detail: Impeccable attention to detail and the ability to explain complex financial concepts in a clear and concise manner.
  • Proficiency in MS Office Suite: Proficiency in MS Office Suite (Word, Excel, Outlook, PowerPoint).