Job Title: Investment Financial Advisor
Location: Nairobi
Our client is a leading Fund Management Company in Kenya. As
part of their growth strategy and to assist in achieving ambitious performance
objectives, they wish to recruit experienced, dynamic, innovative and high
caliber individuals to fill the position of Investment Financial Advisor to be
based in Nairobi.
This is an investments sales position. Reporting to the Head of
Sales and operating in a highly competitive and dynamic environment.
The main role of the position of Investment Advisor is to sell investment funds to prospective and existing clients and service the accounts thus created.
1. Sell investment products, (i.e. Unit Trust Funds, Wealth
Management and International /Off-Shore funds) to prospective and existing
individual and corporate clients
2. Sign-in, manage and retain clients and their accounts and
maintain a strong customer service
3. Meet and exceed exciting and aggressive work targets
4. Work in a high-pressure, fast-paced environment within an
entrepreneurial culture that offers minimum supervision.
5. Build Rapport with Colleagues, to generate from them successful
leads.
6. Carry out a detailed-fact find review of the potential
clients and recommend appropriate insurance and investment products.
Qualifications, Skills
and Ability Requirements
· An undergraduate degree
from a recognized university
· An appropriate qualification/
training in sales and marketing
· Work experience in the
financial services sector e.g. bank, insurance companies, fund manager, stock
brokers etc. would be an advantage
· Proven experience and
success in selling financial services products: experience of selling unit
trust investment products would also be an added advantage
· A good working knowledge
of financial markets and financial products
· A high sales drive and a
strong will to succeed
· Confident, articulate
and with strong communication skills
· Results oriented with
ability to work under strict deadlines and meet sales targets
· Well groomed,
presentable and strong interpersonal skills
· Highly networked and
adept at connecting with people, and with good experience of the Business
environment of the preferred region.
· Ability to thrive in a
high-pressure, fast-paced environment with minimum supervision
How to Apply
If this position is of interest to you, please send your
detailed CV quoting the job title on the email subject “Investment Financial
Advisor” to: Martin@jantakenya.com
