Dry Associates Kenya Investment Advisor Jobs.

Dry Associates Kenya Investment Advisor Jobs.
Position :Investment Advisor

Duties
1. Providing guidance to companies and individuals interested in making investments:
Conducting in-depth reviews of clients’ financial circumstances, current provision and future aims
Gathering, analyzing information and preparing plans best suited to clients’ requirements and assisting them to make informed decisions
Contacting clients with new financial products or changes that that may affect their investments
Advising on the types of investments that best suit the client’s portfolio, both short and long-term

2.Prospecting for new business
Spending a significant portion of time marketing investment services
Heavy initial phone solicitation for new business