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20 Investment Advisors Career Opportunities

UAP Group is a pan-African Financial Services Group with interests in Insurance, Investment Management, Property Development and Investments, Securities Brokerage and Financial Advisory.

Currently, UAP Group has twelve (12) businesses operating in Kenya, Uganda, South Sudan, Rwanda, Tanzania and the Democratic Republic of Congo.

UAP Uganda through its investments subsidiary, UAP Financial Services, would like to recruit experienced, innovative and high performing professionals for the following key roles:

UAP Financial Services

Investment Advisors

(20 Positions)

  • Reporting to the Business Development Manager, the Investment Advisor will be responsible for the following:
  • Planning and prioritizing personal sales activities geared towards achieving agreed business targets;
  • Maintain and develop new customers through appropriate prospecting sales methods, and relevant internal liaison, to optimise quality of service, business growth, and customer satisfaction;
  • Manage and retain clients through a thorough and professional customer service;
  • Provide financial advice to clients according to their requirements and risk profile, as well as the performance of the specific portfolios;
  • Carry out a detailed-fact find, review of the potential clients and recommend appropriate investment products;
  • Respond to and follow up sales enquiries;
  • Report on weekly sales according to organization requirements

Job Requirements
  • An undergraduate degree and/or appropriate qualification/training in sales and marketing;
  • Self-driven, results-oriented with a positive outlook and a clear focus on high quality business with the ability to work under strict deadlines and sales targets;
  • Work experience in the financial services sector would be an added advantage.

UAP is an equal opportunities employer and offers successful candidates an attractive remuneration package, professional working environment and excellent career prospects.

Interested candidates are requested to send a copy of their Curriculum Vitae, testimonials, cover letter and names and contacts of 3 referees by email to: quoting the role in the header of the email.

Applications can be hand delivered on or before 31 January 2014 to the

Business Development Manager,
UAP Financial Services.
P.O Box 1610 Kampala

Communications House 1st Floor

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