In this challenging and rewarding role, you will:
Unearth Investment Opportunities:Leverage your extensive network and prospecting skills to identify and connect with affluent individuals and decision-makers within prominent corporations.
Become a Trusted Advisor:Conduct in-depth client consultations to assess risk tolerance, financial goals, and overall investment landscape. Translate complex financial concepts into clear and actionable plans.
Craft Personalized Portfolios: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:
Preferably a minimum 1 year of experience in developed Market Trading with a proven track record of success.
Preferably an in-depth understanding of fixed income securities and structured portfolio management.
Essential to have a magnetic personality with exceptional communication and presentation skills. You should be comfortable with cold calling and confidently engaging with HNWIs on a global scale.
A keen analytical mind with the ability to interpret market data and translate it into actionable investment strategies.
Impeccable attention to detail and the ability to explain complex financial concepts in a clear and concise manner.
International exposure is essential to succeed in this position, Either an IGCSE, IB primary education, or International University in either Europe, USA, UK, Japan, or other developed market.
Proficiency in MS Office Suite (Word, Excel, Outlook, PowerPoint).
As an understanding of expectations theWealth Management Architectwill be expected to source, pitch and onboard clients with minimum potential investment portfolio of KES 15M or higher on a weekly basis.
This requires hard work and dedication and an understanding of lead sourcing as well as good sales ability. Additionally you will be managing those portfolios that have been brought on, so an understanding in risk appetite, currency hedging, portfolio design and management working with Government Bonds (T-Bill, T-Bond, Infrastructure Bonds), Corporate Bonds, Commercial Papers, Fixed Deposit Receipts, Stocks, Unit Trusts, Mutual Funds, and ETF's) Focusing on long term growth and security over yeild.