In order to better service our clients, we are looking for highly motivated, self-driven, team players to work on full time basis with the distribution team as unit managers. The Unit Manger will report to the Distribution Manager and work jointly with the Financial Advisors on strategic plans and initiatives to increase relationship productivity and develop proper contact networks within the channel partners. The candidate will serve as the relationship manager between the customer and other areas of the firm in resolving customer problems and meeting customer needs.
Responsibility
Proactively developing business relationships and securing additional business opportunities from both new and existing clients to meet the given sales targets
Recruit, manage, support, coach, develop and evaluate a team of financial advisors
Strengthen and expand client relationships by providing customized service and ensuring client expectations are exceeded
Attend prospect and client meetings to make presentations and oversee follow up
Identifying opportunities for product development, and other product offerings
Any other duties as may be assigned from time to time
Requirements
KCSE grade B- and above
Has an undergraduate degree with at least second class upper honors from a recognizable institution
A minimum of 4 years’ experience in financial advisory
Can effectively and efficiently manage a team of individuals with minimal supervision
He/she should be detail oriented with good multi-tasking skills
He/she should have excellent oral and written communication capabilities
