INVESTMENT ADVISOR

Accounting / Finance
Nairobi
July 18, 2024
Full Time

Job Overview

  • Date Posted
    July 18, 2024
  • Location
    Nairobi
  • Expiration date
    August 2, 2024
  • Experience
    3 Year
  • Qualification
    Bachelor Degree
  • Career Level
    Others

Job Description

We are one of the leading Fund Management Companies in Kenya. As part of our growth strategy and to assist in achieving ambitious performance objectives, we wish to recruit experienced, dynamic, innovative and high caliber individuals to fill the position of Investment Advisor to be based in Nairobi.

Key Responsibilities

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.

Skill & Experience

  • 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.
  • 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 apply to us with a covering letter explaining how you would meet the demands of this challenging position. Share your cv to vacancies@jantakenya.com by 25th July 2024.

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