Background

Summit Recruitment & Search was established in 2009 to address the recruitment, mass recruitment, executive search, outsourcing and training needs of companies based in Kenya or wanting to enter the Kenyan, East African, South African and African market. We have a leading proven track record in our field in South Africa, Uganda, Ethiopia, Tanzania, Rw...

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.

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.

• 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.

• 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.

• 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.