Responsibilities
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
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