Financial Advisor
Jubilee Insurance was
established in August 1937, as the first locally incorporated Insurance Company
based in Mombasa. Jubilee Insurance has spread its sphere of influence
throughout the region to become the largest Composite insurer in East Africa,
handling
Life, Pensions, General and Medical
Insurance. Today, Jubilee is the number one insurer in East Africa with over
450,000 clients. Jubilee Insurance has a network of offices in Kenya, Uganda,
Tanzania, Burundi, and Mauritius. It is the only ISO-certified insurance group
listed on the three East Africa stock exchanges – The Nairobi Securities
Exchange (NSE), Dar es Salaam Stock Exchange and Uganda Securities Exchange.
Its regional offices are highly rated on leadership, quality and risk
management and have been awarded an AAin Kenya and Uganda, and an A+ in
Tanzania. Jubilee Asset Management (JAML) is a wholly owned subsidiary of
Jubilee Holdings Limited, that focuses on providing fund management and
investment advisory products and services to institutional and retail clients.
It is licensed and regulated by the Capital Markets Authority (CMA).
We currently have an exciting career
opportunity for Dedicated Financial Advisor within Jubilee Asset Management
Limited (JAML). The position holder will report to the Manager, Retail
Distribution and will be based at our Head Office in Nairobi.
Role Purpose
To provide Professional Investment
Advisory services to our clients within the retail segment. The successful
candidate will be responsible for sourcing, retaining, and growing a client
base by implementing financial planning solutions in line with the client’s
needs. The role holder will be required to be up to date with macro-economic
trends, market developments as well as monitoring corporate actions of listed
companies.
Main duties and responsibilities:
- Meeting
clients to understand their financial objectives by selling & cross
selling of all JFSL products and services.
- Managing,
maintaining and building new and existing client relationships.
- Preparing
and presenting proposals to existing and potential clients
- Provide
direct sales support (quality lead generation and effective follow-up) to
generate and convert quality leads into sales.
- Participate
in specific product campaigns by ensuring that the products are explained
to customers.
- Adhering
to compliance, operational procedures, and practice management standards.
- Staying
abreast of product information, performance, and industry changes.
- Building
a sustainable book of clients in the retail segment.
- Assists
clients grow their investment portfolios by giving them the right advice
on where to invest the money for maximum returns while reducing risk.
- Asks
clients pertinent questions to understand their financial goals to advise
them correctly on what investment options to take.
- Advises
clients on changing economic and investment trends to assist them in making
informed choices about investments in their chosen areas.
- Interprets
financial and investment reports on behalf of clients to assist them in
having a deeper understanding of the performance of their investments.
- Carries
periodic updates of clients’ investment portfolios to assist clients in
seeing the performance of their portfolios.
- Builds
client relationships that assist them in offering new investment products
and services.
- Meets
with clients to understand their financial needs and objectives, risk tolerance,
income, and asset profiles to assist them in choosing the ideal investment
options.
- Complies
with all regulatory requirements in offering advice to clients to avoid
penalties from regulators.
- Consistently
achieving the allocated sales targets.
Key Competencies
- Prospecting
skills
- Personal
Branding
- Social
Selling skills
- Virtual
Selling Skills
- Consultative
Selling skills
- Able
to work independentl
- Relationship
management and networking skills
- Able
to plan and manage time effectively
- Strong
negotiation skills are required.
- Ability
to understand economic and financial trends is a requirement.
- Good
communication skills.
- Good
stakeholder management skills.
- A
high level of attention to detail
- Ability
to work under pressure.
Qualifications
- Bachelor’s
degree/Diploma in relevant field
- Investment
industry knowledge (added advantage)
Relevant Experience
Minimum of 1 years’ work experience in the
Financial Services industry in a Sales role within the Asset/wealth and
Investment management space
If you are qualified and seeking an
exciting new challenge
How To Apply
If you are qualified and
seeking an exciting new challenge, please apply via Recruitment@jubileekenya.com
quoting the Job Reference Number and Position
by Friday, 5th May 2023.
Only shortlisted candidates will be
contacted
