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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
About the job
Investment Executive Job Description
Job Brief:
Contacting decision makers of high-profile companies/or individuals and setting up meetings.
Assessing a client’s risk profile and providing strategic advice across a variety of financial products and services
Assessing client’s overall financial picture, understanding their needs, and developing their ideal portfolio
Cultivate client base and build win-win relationships
Managing client portfolios and maintaining a strong relationship
Responsibilities:
Prospecting for New Business/Business Development:
Client Visitation, Presentation & Sales:
Client Maintenance & Knowledge:
Successful Candidates for the Investment Executive position typically possess:
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