Vacancy title:
Wealth Management Architect
Jobs at:
Dry Associates Limited InvestmentDeadline of this Job:
Wednesday, July 31 2024
Summary
Date Posted: Wednesday, July 17 2024, Base Salary: Not Disclosed
JOB DETAILS:
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
Wealth Management Architect
• If you're a seasoned investment professional with a passion for crafting personalized wealth management and growth strategies, then this opportunity is for you. We're seeking a highly motivated and results-oriented Wealth Management Architect to join our dynamic team.
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:
• Minimum 1 year of experience in developed Market Trading with a proven track record of success.
• In-depth understanding of fixed income securities and structured portfolio management.
• 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.
• Proficiency in MS Office Suite (Word, Excel, Outlook, PowerPoint).
Job Experience: No Requirements
Work Hours: 8
Experience in Months:
Level of Education: Bachelor Degree
Job application procedure
Interested and qualified? Go to Dry Associates Limited Investment on www.linkedin.com to apply
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