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Financial Advisor Job Vacancy in Nairobi Kenya


Position: Independent Financial Advisor 

Location: 
Nairobi

Our client a financial investment firm whose core business is Offshore Financial Planning and Service provision for Investment on behalf of global well-regulated financial institutions is looking for an Independent Financial Advisor.

This position is the equivalent of a Relationship Manager in the banking industry and the successful candidate will be responsible for providing offshore investment solutions to local clients based on a thorough “Personal Financial Analysis” of each individual client.

Key Responsibilities

  • Provide specialist investment advice to clients and to meet clients’ desired risk/investment performance requirements
  • Understand client risk appetite, investment preference and return expectations through consultation with Client Advisor and in direct client meetings
  • Provide Portfolio analysis and liaise with clients on own portfolio to feedback on portfolio performance and seek opportunity to cross-sell and deepen wallet share
  • 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
  • Provide timely analysis of market and product information
  • Review client investment portfolios on an annual basis
  • Educate Client Advisors on new product ideas
Qualifications and Experience
 
This aggressive / challenging sales role requires a vital mix of strong sales and analytical skills including;
  • A minimum 2-3 years’ sales experience in financial services (preferably with Wealth management / Investment products)
  • Ability to understand products and markets that are highly fluid and technical
  • A good understanding of offshore investment products and the inherent risks
  • Strong analytical and research skills
  • Knowledge of offshore Markets and competitive environments
  • Excellent interpersonal and networking skills, internally and externally
To apply, send your CV only to recruit@flexi-personnel.com before Friday 14th Sept 2012. 

Clearly indicate the position applied for and the minimum salary expectation on the subject line.

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