Investment Executive Job Dry Associates Investment Bank
Finance Jobs. Dry Associates Investment Bank Jobs
Job Overview
We are looking for a driven and people-oriented Investment Executive to join our growing team. This role is ideal for someone at the start of their investment career who is excited about engaging senior decision-makers, building long-term client relationships, and delivering tailored investment solutions.
You will work closely with high-profile corporates and high-net-worth individuals (HNWIs), helping them understand their financial goals, assess risk, and build well-structured investment portfolios across a wide range of products.
Read>>>How Advanced Excel Skills Can Help You Get Promoted and Earn More
What You’ll Do
Business Development & Prospecting
- Engage senior decision-makers through proactive outreach and relationship-driven prospecting
- Leverage personal, professional, and social networks to identify and develop new opportunities
- Build and maintain a pipeline of prospective clients
- Research market trends and industry developments to support informed investment conversations
- Consistently work towards and exceed agreed sales targets
Client Meetings, Presentations & Sales
- Conduct professional investment presentations for corporate and HNWI clients
- Hold regular in-office and off-site meetings with prospects and existing clients
- Share up-to-date product information and marketing materials
- Assist clients with account opening documentation and onboarding
- Facilitate fund transfers and all documentation related to investment placements
Client Relationship Management & Portfolio Support
- Provide ongoing monthly servicing to existing clients
- Maintain strong knowledge of local and international investment products, including:
- Fixed Income
- Securities
- Offshore Investments
- Unit Trusts
- Pension Products
- Monitor client portfolios and recommend adjustments during quarterly reviews
- Ensure full compliance with all regulatory and industry requirements
Who We’re Looking For
Successful Investment Executives typically demonstrate:
- Minimum of a Bachelor’s Degree in Business, Finance, or Economics
- A confident, outgoing, and professional approach to client engagement
- High levels of self-motivation and resilience
- Strong communication, negotiation, and presentation skills
- A genuine interest in building a long-term career in investments or financial services
- Ability to analyse financial data and translate insights into clear client advice
- Excellent attention to detail and the ability to explain complex concepts simply
- Proficiency in Microsoft Word, Excel, Outlook, and PowerPoint
Read>>>Boost Your CV in Minutes: 3 Action Word Tips That Get You Noticed
How to Apply
🚨 Before You Apply for This Job…Need Help With Your CV?
This job will attract 1000+ applicants.
Many qualified professionals miss out on getting shortlisted and interviews — not because they lack experience, but because their CV doesn’t clearly show how they fit this specific job.
🎯 Want to get an interview fast? Customize your CV specifically for this job.
Using the same CV for every application will not get you interviews.
Email your CV today to our Client Service Manager, Rose, using cvwriting@corporatestaffing.co.ke
Subject: CV Review & Upgrade.
Rose and our recruiters will review your CV and show you exactly how to improve it for the job you are targeting.
Using an A.I-generated CV but not getting interviews? Click here & get it reviewed by our recruiters.