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Financial Advisor Job Vacancy in Nairobi Kenya

Position: Independent Financial Advisor 


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 before Friday 14th Sept 2012. 

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

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