Job Overview

• We are looking for a driven and people-oriented Investment Executive to join our growing team. This role is ideal for someone at the start of their investment career who is excited about engaging senior decision-makers, building long-term client relationships, and delivering tailored investment solutions.
• You will work closely with high-profile corporates and high-net-worth individuals (HNWIs), helping them understand their financial goals, assess risk, and build well-structured investment portfolios across a wide range of products.

What You’ll Do

Business Development & Prospecting

• Engage senior decision-makers through proactive outreach and relationship-driven prospecting
• Leverage personal, professional, and social networks to identify and develop new opportunities
• Build and maintain a pipeline of prospective clients
• Research market trends and industry developments to support informed investment conversations
• Consistently work towards and exceed agreed sales targets

Client Meetings, Presentations & Sales

• Conduct professional investment presentations for corporate and HNWI clients
• Hold regular in-office and off-site meetings with prospects and existing clients
• Share up-to-date product information and marketing materials
• Assist clients with account opening documentation and onboarding
• Facilitate fund transfers and all documentation related to investment placements

Client Relationship Management & Portfolio Support

• Provide ongoing monthly servicing to existing clients
• Maintain strong knowledge of local and international investment products, including:
• Fixed Income
• Securities
• Offshore Investments
• Unit Trusts
• Pension Products
• Monitor client portfolios and recommend adjustments during quarterly reviews
• Ensure full compliance with all regulatory and industry requirements

Who We’re Looking For

Successful Investment Executives typically demonstrate:

• Minimum of a Bachelor’s Degree in Business, Finance, or Economics
• A confident, outgoing, and professional approach to client engagement
• High levels of self-motivation and resilience
• Strong communication, negotiation, and presentation skills
• A genuine interest in building a long-term career in investments or financial services
• Ability to analyse financial data and translate insights into clear client advice
• Excellent attention to detail and the ability to explain complex concepts simply
• Proficiency in Microsoft Word, Excel, Outlook, and PowerPoint

Position Type

Entry Level

Compensation & Benefits

• KES 60,000 gross basic salary
• Insurance & Pension
• Uncapped commission ranging from 10% to 30% of company earnings on your sales

Typical earning potential:

• 3–12 months experience: KES 160,000+ gross
• 12–24 months experience: KES 260,000+ gross
• 2+ years experience: KES 400,000+ gross, based on performance