Dealer – Local & Foreign Sales
Co-operative Bank
Quick Take
Execute bond and equity trades, source new investment mandates, and deliver advisory services to institutional and high-net-worth clients across Kenya's capital markets.
Hands-on capital markets experience with proven bond/equity trading ability, strong fixed income pricing and valuation skills, and demonstrated ability to build and close a sales pipeline independently.
Join a tier-one financial services group with exposure to high-impact deals, IPOs, and private placements; competitive salary; and clear growth into senior trading and portfolio management roles.
Job Description
Co-operative Bank's investment arm, Kingdom Securities Limited (KSL), is seeking a driven and commercially minded Dealer – Local & Foreign Sales to join its capital markets team in Nairobi. This is a high-impact role at the intersection of sales, trading, and client advisory, designed for a finance professional with a deep passion for financial markets and a proven ability to originate and close investment deals.
The successful candidate will be responsible for growing KSL's revenue base by executing bond and equity trades, sourcing new investment mandates, and delivering exceptional client experiences. You will work closely with Relationship Managers, the research team, and senior leadership to position KSL as the partner of choice for institutional and high-net-worth investors across Kenya's capital markets ecosystem.
- Drive revenue growth by marketing Kingdom Securities' products, originating and executing bond and equity trades, and building a robust sales pipeline through disciplined client coverage and CRM management.
- Source new investment funds, market debt and equity opportunities, execute IPOs and private placements, and onboard new clients onto the KSL platform.
- Develop tailored investment solutions for clients based on their risk profiles, financial goals, and prevailing market conditions.
- Deliver proactive, high-quality client advisory, including portfolio management support and timely market insights and commentary.
- Retain and grow existing client portfolios, manage client escalations professionally, and ensure swift resolution of post-trade issues.
- Collaborate with the research team to produce market intelligence and investment recommendations that support the sales process.
- Ensure accurate and timely trade execution and contract note issuance in compliance with regulatory requirements.
- Maintain strategic partnerships across the capital markets ecosystem and represent KSL at key industry forums and regulatory engagements.
- Uphold full compliance with KSL and Co-operative Bank policies, contribute to audit readiness, and support ongoing business projects and initiatives.
- Support internal capability building by sharing market knowledge and contributing to team development efforts.
- Demonstrate hands-on experience in capital markets — you must be able to execute trades, price fixed income instruments, and advise clients with confidence.
- Apply strong knowledge of bond markets, fixed income pricing, and equity valuation methodologies including technical and fundamental analysis in day-to-day dealing activities.
- Interpret financial statements, financial ratios, and basic financial models to generate client-relevant investment recommendations.
- Build and manage a sales pipeline independently — sourcing leads, conducting client meetings, and closing investment mandates without heavy supervision.
- Communicate complex financial concepts clearly and persuasively in both written and verbal English to diverse client audiences.
- Navigate regulatory and compliance frameworks in Kenya's capital markets and maintain full adherence to CMA guidelines and internal policies.
- Use MS Excel at an advanced level for financial modelling and analysis; produce polished client presentations in PowerPoint and Word.
- Hold or demonstrate commitment to obtaining CISI Level 2 qualification and ATS certification within six months of joining.
- Hold a Bachelor's degree in a quantitative discipline, Business, Economics, Finance, or a related field.
Co-operative Bank has listed the salary for this position as Open/Negotiable, reflecting their intention to attract top-tier talent and reward competitively based on experience. Based on comparable Dealer and Capital Markets roles at leading Kenyan banks and investment firms, monthly compensation for this level typically ranges between KES 120,000 and KES 250,000, inclusive of base salary and performance-linked incentives. Final offer will depend on the candidate's experience, qualifications, and demonstrated track record in capital markets sales.
- Performance-based incentives tied to revenue targets
- Professional development support including CISI and ATS certification
- Exposure to high-value capital markets transactions and institutional clients
- Career growth within one of Kenya's largest banking groups
Ideal candidates are ambitious finance professionals with at least 2–5 years of hands-on capital markets experience — particularly in bond trading, equity dealing, or investment sales. You thrive in a target-driven environment, genuinely love financial markets, and can manage relationships at a senior client level. You are detail-oriented when it comes to compliance and trade execution but equally aggressive in growing your book of business.
Do not apply if you have no capital markets exposure, if you are looking for a purely back-office or operational role, or if you are uncomfortable with sales targets and direct client responsibility. This role demands both technical depth and commercial hustle — it is not an entry-level position.
- Visit the Co-operative Bank careers portal at www.co-opbank.co.ke or the official job listing page where this vacancy is posted.
- Prepare an updated CV highlighting your capital markets experience, key deals or mandates handled, and any certifications held (CISI, ATS, CFA, etc.).
- Submit your application before the closing date of 5th July 2026. Late applications will not be considered.
- Only shortlisted candidates will be contacted for the next stage of the recruitment process.
Requirements Breakdown
Must Have
- Hands-on capital markets trading experience (bonds and equities)
- Strong knowledge of fixed income pricing, valuation methodologies, and financial analysis
- Proven ability to source leads, conduct client meetings, and close investment mandates independently
- Clear communication of complex financial concepts in writing and verbally
- Full compliance awareness and knowledge of CMA/NSE regulatory requirements
Nice to Have
- CFA Level 1 or equivalent professional qualification in finance
- Prior experience with IPOs, private placements, or structured products
- Existing relationships within Kenya's institutional investor or HNI community
- Experience with CRM systems and capital markets trading platforms
Don't meet every requirement? Tailor your CV to close the gap →
Salary Context
Competitive mid-market salary for a dealer role in Kenya's capital markets sector.
The KES 120,000–250,000 range reflects entry-to-mid-level dealer positions in Nairobi, with upside heavily weighted toward revenue generation and deal closure. Senior dealers and those with strong track records in institutional sales can exceed this range significantly.
About Co-operative Bank
Co-operative Bank is one of Kenya's largest commercial banks by assets and customer base, with a strong presence across retail and institutional banking. Its investment arm, Kingdom Securities Limited (KSL), is a leading capital markets player specialising in equities, fixed income, and advisory services. Working at KSL offers exposure to Kenya's largest institutional investors, corporates, and government entities — a rare window into the country's most sophisticated financial ecosystem.
Likely Interview Questions
- 1
Walk us through a recent bond or equity trade you executed: what was the client's mandate, how did you price the instrument, and how did you close the deal?
- 2
How do you stay on top of Kenya's fixed income market, and can you give us an example of a market insight or investment idea you've recently presented to a client?
- 3
Tell us about a time you built a sales pipeline from scratch or sourced a major new client relationship — what was your process, and how long did it take to close?
- 4
How would you advise a high-net-worth investor on portfolio construction across local bonds, equities, and alternative assets given current market conditions?
- 5
Describe your experience with regulatory compliance in capital markets — how do you ensure you and your team remain compliant with NSE and CMA requirements?
Application Tips
Lead with quantified sales and trading wins: number of mandates closed, AUM managed, revenue generated, or trades executed — hiring managers want proof of deal-closing ability.
Demonstrate deep product knowledge: reference specific fixed income instruments (government bonds, corporate bonds, treasury bills), equity analysis frameworks, and how you advise clients on pricing and timing.
Show evidence of independent client relationship building: mention client names (anonymised if needed), how you sourced them, and the outcomes you delivered — this role demands self-directed business development.
Highlight compliance and operational rigour: mention specific regulatory knowledge (CMA, NSE rules), audit participation, or process improvements you've led to show you're not just a sales person but a trusted market participant.
Career Path
Roles that lead here
Where this leads
Skills & Keywords
Honest Assessment
Green Flags
- Reputable, tier-one financial institution (Co-operative Bank) backing the role — strong compliance culture, operational infrastructure, and brand credibility in the market.
- Clear growth mandate: role is explicitly designed to grow KSL's revenue and client base, meaning strong performers will have visibility and advancement opportunities.
- Diverse deal exposure: involvement in IPOs, private placements, and institutional mandates positions you at the centre of Kenya's most high-impact capital markets transactions.
- Structured advisory component: not just sales chasing; role includes portfolio management support and market intelligence, offering intellectual engagement beyond transactional dealing.
Watch Out
- Job description is truncated at the end (cuts off mid-sentence on 'communicate...in both writte'), suggesting the full role scope may not be clearly defined — clarify all responsibilities and KPIs before applying.
- Salary range is very wide (120k–250k, a 2x spread), with no clarity on what drives progression from minimum to maximum — ask during interview what revenue targets or milestones trigger advancement.
- No mention of team structure, reporting line, or onboarding support — for a self-directed sales role, clarify whether you'll have a mentor, dedicated operations support, or research backing.
A Day in the Life
Your week spans client meetings (pitching bond issuances to corporates, discussing portfolio repositioning with institutional investors), trade execution (pricing equities and fixed income, managing post-trade settlement), and internal collaboration (pulling market insights with the research team, presenting investment ideas to Relationship Managers, and reviewing CRM pipeline with senior leadership). You're constantly switching between trading screens, financial models, and client calls — balancing the technical rigour of pricing with the commercial discipline of closing mandates and retaining high-value relationships.
Frequently Asked Questions
What qualifications do I need to be a Dealer – Local & Foreign Sales at Co-operative Bank?
You need hands-on capital markets experience with demonstrated ability to trade bonds and equities, strong fixed income and valuation knowledge, and proven ability to build and close a sales pipeline independently. A professional qualification (CFA, ICDK) or degree in finance is expected; prior NSE/CMA-regulated dealing experience is highly advantageous.
Is the Dealer – Local & Foreign Sales role at Co-operative Bank remote?
The role is based in Nairobi and requires in-person presence for client meetings, trading floor collaboration, and regulatory engagement. Remote work arrangements are not mentioned in the posting; confirm flexibility with HR during the interview.
How much does a Dealer – Local & Foreign Sales earn at Co-operative Bank?
The posted salary is KES 120,000–250,000 per month, with progression typically tied to revenue generation, client mandates closed, and market conditions. Top performers and those with strong institutional client books can exceed the upper range.
What are the career growth opportunities for this role?
Strong dealers progress to Senior Dealer, Head of Trading, Portfolio Manager, or Investment Banking roles within KSL or the wider Co-operative Bank group. The role offers visibility into high-value transactions (IPOs, placements) and direct exposure to senior leadership, supporting rapid advancement for high achievers.
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