Duties for the Investments Financial Advisors Job
Providing strategic advice across a variety of financial products and services
Assessing client’s overall financial picture, understand their needs and develop a solid financial plan
Guiding clients towards a profitable and secure financial decision
Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)
Assess client’s overall financial picture, understand their needs and develop a solid financial plan
Guide clients towards a profitable and secure financial decision
Cultivate client base and build win-win relationships
Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc to meet sales quotas
Keep abreast of new industry’s trends and research market to back up financial consulting
Oversee the course of the financial plan and update it, if necessary, to ensure profits
Comply with all industry rules and regulations
Liaise with providers, solicitors, valuers and other professionals
Investments Financial Advisors Job Qualifications
A Bachelor degree in a business related field from a recognized university.
At least 3 years relevant experience as a financial advisor
Ability to put the client first
Strong communication skills
Confident and resilient personality
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Applicants can send their CV and state the position applied for in their subject of the email to us via recruitment@r4kenya.com before 24th August 2017.Applicants currently staying in Nairobi are encouraged to apply. Kindly do not apply if you do not meet minimum requirements.

Apply via :

recruitment@r4kenya.com