Financial Advisor Job in Kenya

Orient Asset Managers Limited

Job Title: Financial Advisor

Reports To: Business Development Manager

Job Purpose: The position is responsible for providing expert financial advice to our clients and helping them to make informed decisions about their investments.

Key Tasks, Duties and Responsibilities

·  Develop and maintain relationships with clients including conducting regular reviews and assessments of their financial need and goals.

·  Recommend appropriate investment products including unit trusts specifically money market funds and fixed income funds to clients based on their individual circumstances and financial objectives.

·  Monitor market trends and changes in the financial industry to stay up to date on the latest products and services.

·  Maintain accurate and up to date records of client interactions and transactions.

·  Meet or exceed sales target and contribute to the overall growth of the Company.

Requirements

·  A Bachelor’s degree in Finance, Economics or related from a recognized university.

·  2 years of working experience as a Financial Advisor.

How to Apply:

If you are interested in the position and have the required qualifications, skills and experience, kindly send your application to jambo@orientasset.co.ke on or before Wednesday, January 25, 2023.