Investment Advisors at Crystal Recruit

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.

They seek to recruit motivated individuals to join the Private Wealth Section as Investment Advisors.

Job Responsibilities

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

Qualifications

• Track record of 1-2 years of successful investment guidance
• Ability to analyze market’s financial data and to provide appropriate data-based advice
• Strong communication (written and verbal), negotiation and presentation skills
• Accuracy, attention to detail and the ability to explain complex information clearly and simply
• Excellent PC knowledge and ability to operate database systems
• CFA Qualified is a Bonus
• Bcom / BS degree in Finance or related field