Job Description

Financial Services Dealer at Grade One Securities Ltd – Nairobi, Kenya

Job Overview

Are you an experienced Financial Services Dealer, Investment Advisor, or Securities Trading Professional looking to grow your career in Kenya’s financial sector? Grade One Securities Ltd is seeking a skilled and detail-oriented Financial Services Dealer to join its growing investment team in Nairobi, Kenya.

This full-time finance job in Nairobi is ideal for professionals with experience in securities trading, investment management, stock brokerage, financial advisory, and capital markets operations. The successful candidate will play a critical role in executing transactions, maintaining client portfolios, ensuring regulatory compliance, and identifying profitable investment opportunities.

Candidates searching for finance jobs in Kenya, stockbroker jobs in Nairobi, investment analyst jobs, financial advisor vacancies, capital markets careers, or wealth management opportunities may find this role highly attractive.

Company Overview

Grade One Realtors Limited through Grade One Securities Ltd provides financial and investment-related services aimed at supporting wealth growth, portfolio management, and securities trading activities. The organization focuses on delivering efficient financial solutions while maintaining transparency, regulatory compliance, and excellent client service.

Job Title

Financial Services Dealer

Job Location

Nairobi, Kenya

Employment Type

Full-Time

Reporting Line

Reports To: Head of Trading / Chief Executive Officer (CEO)

Salary Package

Monthly Salary

KES 0 – 120,000 per month

Salary may vary depending on professional experience, qualifications, and performance.

Additional Employment Benefits

• Professional career development opportunities
• Exposure to investment and securities markets
• Practical experience in portfolio management
• Industry training and financial market exposure
• Growth opportunities within investment and financial services

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About the Role

The Financial Services Dealer will be responsible for managing securities transactions, supporting investment operations, strengthening client relationships, and ensuring full compliance with financial market regulations.

This role requires strong knowledge of financial markets, investment products, portfolio performance, and capital market regulations. The ideal candidate should possess strong analytical skills, attention to detail, and experience in handling financial transactions efficiently.

Professionals with backgrounds in investment banking, financial planning, asset management, wealth advisory, and equity trading are encouraged to apply.

Key Job Responsibilities (JD)

The selected candidate will perform the following duties:

Securities Trading & Investment Management

• Execute buying and selling of securities on behalf of clients or the company.
• Monitor daily financial market activities and identify profitable investment opportunities.
• Analyze stock performance, bonds, securities, and financial instruments to guide trading decisions.
• Ensure timely and accurate execution of transactions.

Client Relationship Management

• Build and maintain strong relationships with clients, investors, and stakeholders.
• Educate clients on financial products, investment strategies, and market opportunities.
• Handle customer inquiries and resolve transaction-related concerns promptly.
• Support client onboarding and account opening procedures.

Market Analysis & Financial Reporting

• Conduct detailed market research and analyze financial trends.
• Prepare investment reports, portfolio summaries, and trading performance updates.
• Stay informed about changing economic conditions, stock market developments, and regulatory updates.
• Generate daily, weekly, and monthly trading reports for internal management review.

Compliance & Risk Management

• Ensure compliance with Capital Markets Authority (CMA) regulations and company policies.
• Maintain confidentiality of financial information and client investment records.
• Support internal audits and compliance assessments.
• Maintain accurate transaction documentation and investment portfolio records.

Candidates seeking investment jobs in Kenya, financial analyst careers, portfolio management jobs, equity trading opportunities, or wealth management roles will find this position highly suitable.

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Educational Qualifications

Applicants should possess:

Minimum Education

• Bachelor’s Degree in:
  • Finance
  • Economics
  • Business Administration
  • Accounting
  • Or another related discipline

Preferred Professional Certifications

The following qualifications will be considered an added advantage:

• CPA (Certified Public Accountant)
• CISI (Chartered Institute for Securities & Investment)
• ACCA (Association of Chartered Certified Accountants)
• Other relevant financial certifications

Knowledge of Capital Markets Authority (CMA) regulations and securities trading procedures is strongly preferred.

Experience Requirements

Applicants must have:

• Minimum 3 years of professional experience in:
  • Securities Trading
  • Financial Services
  • Investment Advisory
  • Portfolio Management
  • Wealth Management
  • Capital Markets

Previous work experience within:

• Securities firms
• Investment companies
• Stock brokerage firms
• Financial institutions

will be considered highly advantageous.

Required Skills & Competencies

The ideal candidate should demonstrate:

• Strong understanding of financial markets and investment products
• Excellent client relationship management skills
• Strong analytical and problem-solving ability
• High degree of integrity and professionalism
• Attention to detail and accuracy in financial reporting
• Strong communication and negotiation skills
• Ability to work under pressure and meet deadlines
• Proficiency in Microsoft Office, spreadsheets, and financial systems
• Knowledge of trading systems and investment software

Professionals looking for banking jobs, capital market jobs, investment management careers, financial consultant vacancies, or trading analyst opportunities may benefit from applying.

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Training & Career Development

Selected candidates may receive:

• Securities trading and investment management training
• Financial compliance and regulatory workshops
• Portfolio and wealth management exposure
• Capital market systems orientation
• Client relationship and investment advisory development
• Financial reporting and risk assessment training

Why Join Grade One Securities Ltd?

Working with Grade One Securities Ltd provides professionals with:

• Exposure to Kenya’s growing financial services industry
• Career advancement in investment advisory and securities trading
• Opportunity to work with experienced financial professionals
• Practical experience in capital markets, portfolio management, and financial planning
• A professional work environment focused on growth and performance

Application Status

Expiry: 12/1/2027

Qualified and interested candidates are encouraged to apply as soon as possible.