Title: Financial Advisor
Positions: 15
Location: Nairobi, Kenya
Description:
Summary
/ Responsibilities:
- Communicate with
prospective clients with the goal of converting prospects to
clients,
- Build trusted
relationship through well developed interpersonal and communication skills
and meet revenue goals.
- The Financial
Advisor is expected to work with clients to help them examine their
immediate, medium and long-term financial situations, assist them
determine their wealth management strategy and implement that
strategy.
- Their primary
role is to analyze the clients financial status, develop a financial plan
based on the data and information provided by the client, discuss options,
prepare and submit documents to implement the plan selected by the
client.
- The Financial
Advisor should help the individuals and groups plan the use of their
savings, income, and investments, from such products that may include
family budgeting schemes, mutual funds, equities, property, individual
retirement accounts (IRAs), insurance, real estate, or tax-sheltered
investment plans to form part of the investment strategy.
- To maintain
contact with the clients, to revise the plan based on clients modified
needs or changes in the capital markets.
- To build his
client portfolio through well coordinated referral processes.
Requirements:
- BS Business,
Accounting, Finance or related field Age, over 28 years old 3+ years
experience as an investment advisor, with experience on shares, bonds,
unit trusts and Insurance.
- Experience in
Salesmanship in the service industry with finance background
considered.
- One (or more) of
the following professional designations will be an added advantage:
Certified Financial Planner (CFP); Personal Financial Specialist (PFS); or
Chartered Financial Analyst (CFA).
- Strong
familiarity with the local Markets and strong prospecting skills.
- Book of business
preferred but not required
- Be able to
consistently close referred business
- Effective
verbal, written communication skills, good grooming and
presentation.
- Excellent time
management skills, ability to work independently and as a team
member.
- Understand how
to use financial planning software
- Proficiency in
Word, Excel and Outlook.
Indicate
Financial Advisor on the subject line.
Those
fulfilling the requirements of the positions should email their application
together with a detailed CV, indicating your availability via email to
dafina@wananchi.com on the Subject line clearly indicate the position you are
applying for.
Recruitment
is on-going until the position is filled.
Disclaimer
Candidates who do not meet the minimum requirements stated above need not
apply.
