Sarah .W. Wambugu
Investment Executive @ Dry Associates Investment Bank
About
I help individuals, corporates and institutions grow, protect, and sustain wealth; strategically and intentionally. With over 13 years of experience spanning Sales, Finance, and Investments, I’ve built a career focused on driving revenue growth, unlocking new markets, and delivering high-impact financial solutions. As an Investment Advisor at Dry Associates Investment Bank, I provide tailored investment strategies, private wealth advisory, estate planning and portfolio management designed to align with each client’s unique financial aspirations and risk profile. My expertise spans portfolio management, alternative investments, strategic asset allocation, corporate debt and relationship management, with a strong emphasis on trust, long-term value creation, and excellence in service delivery. I am driven by a vision to elevate Africa’s wealth management landscape by integrating global best practices with local market intelligence, ensuring clients access sophisticated and sustainable investment opportunities. I am also a passionate advocate for financial literacy and inclusive wealth creation. Outside of my professional work, I enjoy gardening, reading, and supporting the neurodivergent community. Doting mother of one 🌻📩 Open to collaborations, partnerships, and impactful conversations
Kenya
Nairobi County
Investment Banking
Business Relationship Management, Personal Data Protection, Anti-Money Laundering, Customer Acquisition, Brokerage, Investment Strategies, Offshore Investments, Portfolio Optimization, Critical Thinking, International Market Analysis, FinTech, CRM Tools, Creative Pitching, Healthcare Information Technology (HIT), Product Demonstration, Retail Banking, Pitch Development, Client Relations, Contract Negotiation, Client Prospecting
Experience

Investment Executive
Nairobi, Kenya
In the area of Private Wealth, Dry Associates works with individuals, families, foundations, and other private entities to help them achieve their financial goals as well as protect wealth for future generations. In an uncertain world where inflation is only one consideration, we work with our private clients to develop investment portfolios with which the client is comfortable and will meet the client’s financial performance requirements. No matter what the stage of private wealth management, whether accumulating, preserving or conveying wealth to the next generation, Dry Associates has the expertise. Dry Associates is also active in raising public as well as private equity. In particular, the Company is working with private companies to provide valuation and private equity options. Many family owned companies, in particular, are realizing the value of outside professional help in succession planning. There are a number of options available to small businesses to realize and unlock value including private sale, management buyout, listing by introduction at the securities exchange, and initial public offering.

Global Sales Development Representative
Singapore
Built strong, lasting customer relationships by delivering tailored solutions and exceptional service. - Conducted global outreach in EMEA, APAC, UK, and the US through proactive cold calling, email campaigns, LinkedIn outreach, and social selling to connect with prospects and build a robust pipeline. - Qualified leads to maintain a consistent flow through the sales pipeline. - Conducted regular check-in calls with clients to provide updates on account activities and identify growth opportunities. - Developed strategic plans to address client needs and align sales efforts with company goals. Collaborated in internal meetings with management to discuss pipeline progress, challenges, and strategies. Worked across various distinct business expansion campaigns; 1. PikoHana- Fractional Finance solutions, Singapore & Hong Kong 2. Fev3r- Telehealth solutions, Malaysia 3. Crown Watch Magazine- UHNI Horology Magazine, UK & APAC Region 4. Silicon Development- Outsourced Nearshore developers Austin, Texas USA 5. Flowspace- ECommerce Fulfillment & Logistics LA, California, USA

Business Development Manager
Malaysia
Fev3r platform provides a seamless experience for physical consultations and in-person fulfillment of prescriptions. We partner with clinics and pharmacies across Malaysia to boost their patient traffic with no membership fees or hidden costs. • Prospected and generated over 120 prospects for comprehensive virtual healthcare solutions daily, resulting in a 30% increase in qualified leads. • Maintained a 95% client retention rate by addressing client needs promptly. • Ensured CRM hygiene to facilitate ease of data retrieval. • Conducted market analysis in the APAC region for Fev3r’s services, contributing to a 20% growth in market share through generated insights. • Exceeded sales targets by an average of 15% monthly through strategic planning and swift execution. • Achieved a 25% conversion rate from cold calls

Business Development Manager
Singapore
PikoHANA is a team of finance and accounting professionals offering comprehensive Fractional Finance solutions services to businesses in APAC region. Their expertise includes financial strategy, compliance, and management. They provide CFO, EOR, and accounting services customized to meet the specific needs of each business. • Identified and targeted new markets for Fractional Finance solutions online in Singapore, Malaysia, and Hong Kong by leveraging CRM tools, resulting in a 40% increase in client acquisition. • Developed and implemented independent sales strategies, leading to a 20% increase in subscription renewals. • Attended and presented the company’s value proposition through live demos with prospects. • Achieved a 90% client satisfaction rate by providing exceptional service and support. • Successfully negotiated contracts during demo presentations with key clients, securing long-term agreements.

Loan Specialist
Nairobi, Kenya
Mogo Auto Limited is a world-class fintech company and part of the Eleving Group. Mogo specializes in providing solutions for vehicle finance, logbook loans, and boda-boda financing. Mogo focuses on the unbanked, self-employed, and entrepreneurs, including motorcycle riders, Bolt/Uber drivers, and small-business owners. The Eleving Group is an international fintech company operating on three continents. The Group identifies underserved markets and transforms them with innovative financial solutions in the automobile and consumer finance segments. Mogo is one of the few financial companies globally that finances cars of any age, brand, or model, offering customers the privilege to choose a vehicle from trusted dealerships.

Key Account Sales Specialist
Nairobi, Kenya
-Evaluated creditworthiness by processing loan applications and documentation within specified limits. -Interviewed applicants to determine financial eligibility and feasibility of granting loans. -Determined all applicable ratios and metrics and set up debt payment plans. -Directly communicated with clients to request or provide KYC information. -Justified decisions (approvals/rejections) and reported on them. -Completed loan contracts and counseled clients on policies and restrictions. -Went the extra mile to build trust relationships, customer loyalty, and satisfaction throughout the underwriting process. -Ensured loans were processed as per established company procedures and policies. -Worked closely with loan officers to obtain credit information, coordinate closings, calculate closing costs, and disburse funds for clients.

Sales Representative Mt Kenya Region
Ocean Foods company Ltd
- Marketed and sold the company's products (Shark Energy Drink) throughout the Mt. Kenya region. - Strengthened branding initiatives by coordinating trade shows, product activations, and creating marketing collateral to maximize outreach. - Established new customer accounts. - Supervised the placement of products at key accounts. - Traveled 90% of workdays to meet with customers and conduct product demons highlighting key distinctive features. - Maintained client satisfaction ratings by offering proactive resolution ideas and driving actionable responses to questions, concerns, or challenges. - Maximized efficiency and time management by effectively planning and organizing client routes within the territory. - Ensured daily product sales to meet set targets.

Direct Sales Executive
- Marketed and sold the bank's products and services to prospective customers. - Contacted customers via phone and email to explore connections, offer services, and cement relationships. - Retained existing customers and substantially grew the customer base, product line, and sales volumes. - Worked closely with team leaders, using persuasive communication skills and customer relations expertise to close deals with clients. - Arranged meetings with customers for more personalized services. - Attended training and workshops on effective sales and marketing. - Penetrated new market areas by investigating competitor products, services, and trends. - Fostered relationships with customers to expand the customer base and enhance loyalty and retention.
Sarah .W. Wambugu's Contact Information
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