Financial Services Trader

Company Details
Industry: Consulting
Description: Based in Nairobi, Kenya, Summit Recruitment & Search Africa has been the leading African Recruitment and Search Agency, delivering world class Talent Sourcing, Executive Search, Recruitment and HR Solutions across the continent. Our expertise spans across all regions of Africa, including Northern Af… Based in Nairobi, Kenya, Summit Recruitment & Search Africa has been the leading African Recruitment and Search Agency, delivering world class Talent Sourcing, Executive Search, Recruitment and HR Solutions across the continent. Our expertise spans across all regions of Africa, including Northern Africa, Southern Africa, Eastern Africa, Western Africa, and Central Africa. We have clients ranging from Multi-nationals, Non-profit, SME’s and start up organisations wishing to attract and retain outstanding individuals across a variety of business sectors. , Because we are based in Africa, we have the local expertise and knowledge, assisted by our international portfolio of psychometric assessment tools, to ensure that the right individuals are sourced and become an asset to your organisation. View more View less
Job Details
Job Type: Full Time
Workplace Type: On-site
Qualification: Diploma
Job Experience: Mandatory
Job Location: Nairobi County, Kenya
Closing Date: Undisclosed
Salary: Undisclosed
Other Pay: Benefits
Job Category: Accounting, Finance
Job Description

Key Responsibilities

  • Source for clients and execute buying and selling of securities on behalf of clients or the company.
  • Monitor daily market activities, conduct market research, and identify investment opportunities.
  • Analyze financial data and track the performance of securities, stocks, bonds, and other financial instruments.
  • Provide clients with information on financial products, market trends, and investment opportunities.
  • Build and maintain strong relationships with clients and investors while responding promptly to inquiries and resolving transaction-related issues.
  • Support client onboarding, account management processes, and maintain accurate client account records and investment portfolios.
  • Ensure accurate and timely processing of transactions while maintaining proper transaction records and trading documentation.
  • Prepare daily, weekly, and monthly transaction reports, market reports, and investment summaries for management and clients.
  • Ensure compliance with Capital Markets Authority (CMA) regulations and company policies while supporting audit and compliance reviews.
  • Maintain confidentiality of client and company financial information and stay updated on market developments, economic trends, and regulatory changes.

Key Qualifications

  • Bachelor’s degree in Finance, Economics, Business Administration, Accounting, or related field. Professional Qualifications
  • CPA, CISI, ACCA, or other relevant financial certification is an added advantage.
  • High level of integrity and professionalism.
  • Strong understanding of financial markets and investment products.
  • Ability to work under pressure and meet deadlines.
  • Attention to detail and accuracy.
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Contact Information
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