Dealer – Local & Foreign Sales at Co-operative Bank of Kenya

The Role

The successful jobholder will be expected to:

• Drive revenue growth by marketing Kingdom Securities’ products, originating and executing bond and equity trades, and building a strong sales pipeline through effective client coverage, CRM management, and collaboration with Relationship Managers.
• Source new investment funds, market debt and equity opportunities, execute IPOs and private placements, onboard new clients, develop tailored investment solutions, identify new opportunities, and maintain strategic partnerships across the capital markets ecosystem.
• Deliver a proactive, high-quality client experience by providing market advisory, portfolio management, and timely investment insights.
• Retain and grow client portfolios, manage escalations, support internal capability building, collaborate with the research team, and represent KSL in key industry forums and regulatory engagements.
• Ensure accurate and timely trade execution, contract note issuance, and resolution of post-trade issues.
• Uphold full compliance with KSL and Bank policies, contribute to audit readiness, and support ongoing business initiatives and projects.

Qualifications, Skills & Attributes

The successful jobholder will be required to possess the following qualifications:

• Bachelor’s degree in a quantitative discipline, business, economics, or finance.
• Capital Markets experience is required.
• CISI Level 2 qualification (or commitment to obtain) and ATS certification within six months of joining.
• Demonstrated interest or experience in research analysis and dealing.
• Strong sales and relationship management skills.
• Deep interest in financial markets and capital market operations.
• Solid understanding of economics, bonds, fixed income pricing, and trading.
• Knowledge of equity valuation methodologies and technical/fundamental analysis.
• Ability to interpret financial statements, ratios, and basic financial models.
• Excellent written and verbal communication skills in English.
• Proficiency in MS Word, PowerPoint, and Excel (advanced skills an advantage).