Investment Executive

Key responsibilities

• Act as the primary point of contact for high-net-worth customers, centralizing and managing all trade instructions across financial markets in line with their investment requirements.
• Contribute to the achievement of the Execution Desk's financial objectives by generating trading transaction fees, supporting revenue growth, and actively participating in the desk's strategic initiatives.
• Provide customers with insights on market trends, trading opportunities, and liquidity sourcing to deliver superior service experience.
• Prepare and present reports in accordance with agreed standards and customer expectations.
• Liaise closely with Securities Services team to monitor the settlement of trade orders and the transfer of securities, ensuring customers receive accurate and timely updates.
• Collaborate with internal Group stakeholders and external partners to gather and share market research and intelligence, helping to identify and optimize investment opportunities.
• Build and maintain strong relationships with local and international brokers to stay informed of market developments, trading trends, and emerging opportunities.
• Keep abreast of economic developments, market news, and new financial products, and proactively share knowledge with colleagues to foster a culture of continuous learning and professional growth.
• To succeed in this role, you will be required to demonstrate the following competencies:
• Develop and maintain effective relationships with customers, colleagues, brokers and other key stakeholders.
• Consistently achieve objectives while providing a high standard of service and exceeding customer expectations.
• Demonstrate flexibility and resilience in a dynamic and evolving business environment.
• Uphold the highest standards of professionalism, ethics, and compliance in all interactions and activities.
• We are looking for a candidate who has a minimum of EITHER
• Degree in Finance/Financial services/ Investment or a numerate degree (e.g Mathematics, Actuarial Studies) or a completed Professional Qualification (CFA/ ACCA/ ACA/ CIMA);
• 2 years relevant experience as an Investment Executive, Investment/Financial Advisor or other similar role in a Financial Institution, preferably on Financial Stock markets.
• At least 5 years of working as an Investment Executive, Investment/Financial Advisor or other similar role in a Financial Institution, preferably on Financial Stock markets.
• A combination of both qualifications & experience will be considered.
• You will be required to demonstrate:
• A thorough understanding of financial markets, investment products, and related operational processes.
• Strong proficiency in Microsoft Office applications, particularly Excel, Word, and PowerPoint.
• Excellent written and verbal communication skills in both English and French.
• Flexibility to work outside standard office hours, including shifts when required, to support business continuity and ensure seamless service delivery.
• Please ensure all required information is accurately entered in relevant sections .
• Any incomplete application will not be considered.
• You may attach a complete CV when applying.
• Note that candidates under consideration for this position will be required to provide 2 professional references.
• As part of the recruitment process, shortlisted candidates(s) will be required to provide a valid Certificate of Character of less than 3 months.
• The deadline for submission of application is 21 September 2026.
• The Management reserves the right not to appoint anyone following this advert.