We’re seeking a skilled professional to fill the position identified as JAML083. The ideal candidate will possess a minimum of five years of relevant experience in the field, along with a degree in a related discipline. Strong analytical skills and proficiency in industry-standard software are essential requirements. Key responsibilities include project management, data analysis, and cross-functional team collaboration. The role demands exceptional communication abilities, both written and verbal, to effectively liaise with stakeholders and present findings. A commitment to continuous learning and adaptability to evolving industry trends is also expected.
To drive operational excellence and strategic growth, ensuring alignment with organizational goals and fostering innovation across all initiatives, this position is designed to enhance efficiency, customer satisfaction, and long-term sustainability.
The position holder will spearhead efforts to expand business within the retail distribution sector by designing and implementing strategic sales initiatives aimed at boosting the adoption of Unit Trusts, Retail Investment Products, and Wealth Management Solutions through Dedicated Financial Advisors and Independent Financial Advisors.
This position is dedicated to enhancing intermediary networks, maximizing sales effectiveness, and elevating productivity throughout the intermediary channel. Additionally, the role is responsible for fostering client retention, boosting channel efficiency, and maintaining adherence to CMA, RBA, KRA, AML, data protection regulations, and internal policies.
Holding an advanced degree in a relevant field is essential for this role. Candidates must possess a minimum of a bachelor’s degree, with many positions preferring or requiring a master’s degree or higher. Relevant academic disciplines include education, curriculum development, instructional design, or a closely related area. Additionally, specialized certifications or advanced coursework in educational leadership, assessment strategies, or technology integration may be advantageous.
A Bachelor’s Degree in Finance, Economics, Business Administration, Marketing, or an equivalent discipline is required.
A Master’s degree is considered a valuable asset.
Professionals holding credentials such as CSI, CFA (Level I or above), IC PAK, or CIA will be viewed favorably.
Seeking candidates with demonstrated expertise in roles closely aligned to this position, showcasing a proven track record of success in similar environments. The ideal applicant will possess hands-on experience directly applicable to the core responsibilities outlined, ensuring a seamless transition and immediate contribution to the team. Previous engagement in comparable tasks, projects, or industries is highly valued, as it indicates familiarity with the challenges and demands of the role. Proficiency in relevant tools, methodologies, and frameworks is expected, supported by a history of achieving measurable outcomes in past endeavors.
With a minimum of 10 to 15 years of experience in the financial services sector, the ideal candidate will demonstrate substantial expertise in retail distribution and wealth management.
We are seeking a seasoned professional with at least five years of managerial experience in mutual fund, unit trust, or investment sales to lead our team effectively.
Demonstrated expertise in directing and expanding distribution networks.
Proven track record in enhancing retail business growth and optimizing channel performance.
With a robust presence and well-established connections across the retail investment landscape, you bring invaluable industry relationships and a deep understanding of key stakeholders.
Proven expertise in the Kenyan financial services sector, including comprehensive knowledge of the regulatory landscape and current industry developments.
If you possess the necessary qualifications and are eager to embrace a dynamic new opportunity, kindly forward your application to Recruitment@jubileekenya.com, ensuring you include the Job Reference Number and Position title. Submissions must be received by Wednesday, May 27, 2026. Only applicants selected for further consideration will receive a response.
Qualifications
BA/BSc/HND , MBA/MSc/MA , Professional Certificate
Experience Required
10 - 15 years
