Job Title: Financial Advisors
Location: Nairobi, KE.
Organization Name: Finconsult limited.
Job Tasks for: “Personal Financial Advisor”
We are an ambitious company regulated by the Capital Markets Authority as financial advisers. We have a highly trained team of consultants who provide solutions to client needs based on a thorough “Personal Financial Analysis” of each individual client.
Being an Independent Financial Advisory firm, we create unbiased financial solutions for both corporate and private investors. We put clients (you) in touch with the right top performing companies and institutions that are expertly suited to dealing with your assets on a global scale.
More importantly, our ongoing service enables you to keep in touch with your finances wherever you are through our online capabilities and worldwide associations. We are committed to you when it comes to offering advice and guiding you on the right path.
Finconsult Ltd provides comprehensive, financial planning services that cover all aspects of a client’s financial life. Strategies and recommendations include coverage in the following areas:
Job Profile
- Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.
- Implement financial planning recommendations, or refer clients to someone who can assist them with plan implementation.
- Prepare and interpret clients’ information such as investment performance reports, financial document summaries, and income projections.
- Recommend strategies clients can use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management, insurance coverage, and investment planning.
- Research and investigate available investment opportunities to determine whether they fit into financial plans.
- Analyze financial information obtained from clients to determine strategies for meeting clients’ financial objectives.
- Review clients’ accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment.
- Sell financial products such as stocks, bonds, mutual funds, and insurance if licensed to do so.
Requirements
Qualifications/Experience/Personal Attributes
- Diploma in sales or undergraduate degree from a recognized Institution.
- Two years’ experience in insurance sales is desired. Experience gained in the wider financial sector will be added advantage.
- Experience in handling a composite investment insurance portfolio i.e. both mutual funds and stocks
- Proficiency in MS-Office suites.
- Out-going and pleasant personality with excellent communication & interpersonal skills.
Please send us by mail or hand delivery your application with a current detailed CV (not exceeding 3 pages) providing copies of commission statements, certificates and a recent passport photograph to:
The applications can be sent to info@finconsult.co.ke
or
Head of Sales,
Finconsult Limited,
Suit 2, Design Center,
Off Muthithi Rd, Tausi rd, Westlands,
P.O. Box 38125 – 00623, Nairobi.
Finconsult Limited,
Suit 2, Design Center,
Off Muthithi Rd, Tausi rd, Westlands,
P.O. Box 38125 – 00623, Nairobi.
