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.Location: Nairobi
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.