We are seeking a highly motivated professional to fill the role identified by Job Reference Number JAML083. The ideal candidate will possess a strong background in [relevant field, if specified], along with proven experience in [specific skills or areas, if mentioned]. Responsibilities include [list key tasks or duties, if provided], with a focus on delivering exceptional results through [specific approaches or methodologies, if applicable]. The successful applicant must demonstrate proficiency in [required technical or soft skills, if noted], as well as the ability to collaborate effectively within a dynamic team environment. Additionally, they should meet the following qualifications: [list education, certifications, or other requirements, if given]. This position offers an opportunity to contribute to [specific project, team, or organizational goal, if mentioned], while working alongside industry-leading professionals.
The primary objective of this position is to fulfill a specific function within the organization, driving key initiatives and supporting overarching goals. The role requires an individual who can effectively contribute to strategic planning, operational efficiency, and cross-functional collaboration to enhance overall performance. Key responsibilities include executing assigned tasks, analyzing data to inform decision-making, and ensuring alignment with company objectives while maintaining high standards of professionalism and accountability.
The position oversees the advancement of business growth within the retail distribution sector by formulating and implementing strategic sales initiatives designed to boost the adoption of Unit Trusts, Retail Investment Products, and Wealth Management Solutions, delivered through Dedicated Financial Advisors and Independent Financial Advisors.
This position aims to enhance intermediary networks, maximize sales performance, and boost overall productivity throughout the network. Additionally, the role contributes to client retention, enhances channel productivity, and guarantees adherence to CMA, RBA, KRA, AML, Data Protection regulations, and internal policies.
Candidates must hold a relevant academic qualification such as a PhD, Master’s degree, or Bachelor’s degree in a pertinent field, with a strong preference for advanced degrees in specialized areas. The role demands a solid educational foundation in subjects directly aligned with the position’s core responsibilities, ensuring depth of knowledge and expertise. Applicants should demonstrate a commitment to continuous learning and professional development to stay current with industry advancements and evolving academic standards.
A bachelor’s degree in Finance, Economics, Business Administration, Marketing, or a closely related discipline is required.
A Master’s degree serves as a valuable asset in this role.
Professional credentials including CSI certification, CFA designation (Level I or higher), or IC PAK/CIA qualifications are considered advantageous.
Experienced candidates with a proven track record in roles closely aligned with this position’s requirements are encouraged to apply. Demonstrated success in similar capacities, including specific skills and accomplishments, is highly valued. Applicants should possess applicable industry knowledge and practical expertise to contribute effectively from the outset.
We seek a professional with at least a decade-and-a-half of experience in the financial services sector, with a particular emphasis on retail distribution and wealth management.
Seeking a candidate with at least five years of managerial experience in management or Unit Trust sales.
Demonstrated success in directing and expanding distribution networks through effective management and strategic scaling initiatives.
Proven ability to enhance retail business expansion and optimize channel performance effectively.
Establishes and nurtures extensive relationships across the retail investment sector, fostering connections that drive strategic opportunities and industry influence.
Proficiency in the Kenyan financial services landscape, its regulatory framework, and evolving industry dynamics is essential.
If you meet the qualifications and are eager to embrace a dynamic new opportunity, kindly submit your application to Recruitment@jubileekenya.com, referencing the Job Reference Number and Position, no later than Wednesday, 27th May 2026. Only candidates who are shortlisted for further consideration will receive a response.
Qualifications
BA/BSc/HND , MBA/MSc/MA , Professional Certificate
Experience Required
10 - 15 years
