Background information about the job or company (e.g., role context, company overview)

Orient Asset Managers Limited is duly licensed by both the Capital Markets Authority (CMA) and the Retirement Benefits Authority (RBA) in Kenya to deliver a comprehensive suite of investment solutions for corporate, institutional, and retail clients. Established in Kenya in 2012, the company is a homegrown African investment firm dedicated to unlocking finan...

Responsibilities or duties

JOB PURPOSE:

The position is responsible for growing assets under management by recruiting, training, and managing Independent Financial Advisors (IFAs), while providing them with the support needed to effectively distribute Orient Asset Managers’ investment products.

KEY TASKS, DUTIES AND RESPONSIBILITIES

• Identify, recruit, and onboard Independent Financial Advisors.
• Build and maintain strong relationships with IFAs to drive consistent business.
• Provide ongoing training on investment products, portfolios, and market updates.
• Support IFAs in structuring suitable investment solutions for clients.
• Assist IFAs with client presentations, proposals, and high-value client engagements.
• Monitor IFA performance against agreed targets and take corrective action where necessary.
• Respond promptly to IFA sales enquiries and client escalations.
• Conduct regular market visits and relationship management meetings.
• Prepare weekly sales performance and pipeline reports.
• Participate in the development of new products and distribution strategies.

Qualifications or requirements (e.g., education, skills)

REQUIREMENTS

• Bachelor’s Degree in Finance, Business Administration, Economics, or a related field

KEY COMPETENCIES

• Strong relationship management skills.
• Financial product knowledge.
• Professional presentation and negotiation skills

Experience needed

• Minimum 1 year experience in banking, investment sales, insurance, or life products distribution.

• Identify, recruit, and onboard Independent Financial Advisors.
• Build and maintain strong relationships with IFAs to drive consistent business.
• Provide ongoing training on investment products, portfolios, and market updates.
• Support IFAs in structuring suitable investment solutions for clients.
• Assist IFAs with client presentations, proposals, and high-value client engagements.
• Monitor IFA performance against agreed targets and take corrective action where necessary.
• Respond promptly to IFA sales enquiries and client escalations.
• Conduct regular market visits and relationship management meetings.
• Prepare weekly sales performance and pipeline reports.
• Participate in the development of new products and distribution strategies.

• Strong relationship management skills.
• Financial product knowledge.
• Professional presentation and negotiation skills

• Bachelor’s Degree in Finance, Business Administration, Economics, or a related field