Job Purpose Statement
The Financial Advisor role is responsible for offering sound strategic, medium term and day to day investment advice to retail investors in the securities market. Monitoring, analysing and continuously improving the brokerage business by conducting client/market research and analysing economic, capital market and industry trends to make investment recommendations to retail investors. The holder will is tasked with managing a portfolio of clients by acquisition and retention and maintain a well segmented structure to ensure efficiency and optimal client engagement and support to develop a robust trading and investment culture.
Ideal Job Specifications
Academic:
Bachelor’s degree in finance, accounting, economics or other business related discipline
Professional:
CISI Level II or III/CMA Exemption Certificate
ATS certification (desirable)
ICIFA associate or full membership.
Desired work experience:
Minimum 3 years’ experience in the capital markets or financial services industry.
Successful track record in Business Development
Deep knowledge of the Financial Markets.
Apply via :
ke.ncbagroup.com
