Financial Services Dealer

Kenya / Nairobi / Accounting, finance, banking, insurance Posted: May 18, 2026 Apply by: May 31, 2026

• 5 days left to apply Job details

Company: Grade One Securities Ltd Location: Nairobi, Kenya Reports to: Head of Trading/CEO About the Role To manage securities transactions, support investment operations, maintain client relationships, and ensure compliance with financial regulations while contributing to the growth and profitability of the company. Responsibilities Key Roles & Responsibilities

• Execute buying and selling of securities on behalf of clients or the company.
• Monitor daily market activities and identify investment opportunities.
• Ensure accurate and timely processing of transactions.
• Maintain proper transaction records and trading documentation.
• Build and maintain strong relationships with clients and investors.

Formation / Diplômes

• Provide clients with information on financial products, market trends, and investment opportunities.
• Respond to client inquiries and resolve transaction-related issues promptly.
• Support client onboarding and account management processes.
• Conduct market research and analyze financial data to support investment decisions.
• Track performance of securities, stocks, bonds, and other financial instruments.
• Prepare market reports and investment summaries for management and clients.
• Stay updated on market developments, economic trends, and regulatory changes.
• Ensure compliance with Capital Markets Authority (CMA) regulations and company policies.
• Maintain confidentiality of client and company financial information.
• Prepare daily, weekly, and monthly transaction reports.
• Maintain accurate client account records and investment portfolios.
• Support audit and compliance reviews by providing required documentation.

Education

• 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.
• Knowledge of CMA regulations and securities trading practices is preferred.

Expérience

• Minimum 3 years’ experience in securities trading, financial services, investment advisory, or related field.
• Experience working in a securities company, investment firm, or financial institution is preferred. Key Competencies
• 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.

Strong negotiation and client management skills.

• Proficiency in Microsoft Office and financial systems. Accounting, finance, banking, insurance Financial Services Mid-level Kenya Start hiring with Fuzu Recruit better talent faster - on your own or with our support. Explore recruitment platform Job search tips from Fuzu Selected articles on cover letters, CV structure, and interview preparation. Get Interviews: 5 Steps to a Perfect Cover Letter Salary Negotiation Tips and What You Should Focus On Why Do Successful People Love to Do These 5 Things Before Job Interviews? Let’s Find Out Are You Prepared for These 8 Unique Interview Questions?
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