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Financial / Investment Advisor Job in Kenya


Financial / Investment Advisor
 
Responsibilities:
  • Communicate with prospective clients with the goal of converting prospects to clients;
  • Build trusted relationship through well developed interpersonal and communication skills;
  • Help clients to examine their immediate, medium and long-term financial situations, assist them determine their wealth management strategy and implement that strategy.
Requirements:
  • Bachelors Degree in Business, Accounting, Finance or related field
  • Age, over 30 years old.
  • 3+ years experience as an investment advisor / Financial Consultant, in sales of Local Unit trusts, Medical Health Insurance.
Offshore Investment Advisory experience added advantage.
Extra Opportunity for those already contracted & selling local unit trusts.

Contact for details!.
  • Strong familiarity with the local Markets and strong prospecting skills necessary.
  • Be able to consistently close referred business.
  • Effective verbal skills, good grooming and presentation.
  • Excellent time management skills, ability to work independently and as a team member.
  • Proficiency in Word, Excel and Outlook
  • Very attractive graduated commission structure!! Excellent Offices to work from.
Apply with CV to admin@capitalmart-ifa.com

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