Financial Advisor – Global Markets job at standard Investment Bank
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Vacancy title:
Financial Advisor – Global Markets

[ Type: FULL TIME , Industry: Banking , Category: Accounting & Finance ]

Jobs at:

standard Investment Bank

Deadline of this Job:
31 January 2023  

Duty Station:
Within Kenya , Nairobi , East Africa

Date Posted: Tuesday, January 17, 2023 , Base Salary: Not Disclosed

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Main duties and responsibilities:
• Providing suitable advice to best fit the needs and requirements for clients.
• Preparing and presenting proposals to existing and potential clients using state of the art financial planning tools
• Meeting clients to understand their financial objectives.
• Explaining complex information relating to Financial Advisory in a clear and effortless way
• Managing, maintaining and building new and existing client relationships
• Growing a client book within the first 24 months and consistently thereafter
• Adhering to compliance, operational procedures and practice management standards
• Staying abreast of product information, performance and industry changes
• Building a sustainable book of clients in the corporate and retail segments of SIB
• Consistently achieving the allocated Sales Production Target as per a performance scorecard.

Formal Qualifications

• Bachelor’s degree/Diploma in relevant field
• Relevant Commercial/Financial Tertiary qualification
• CISI Module I and II
• Postgraduate Diploma in Financial Planning
• CFP Advantageous

Experience and Knowledge

• 5 years’ experience in the Financial Services industry in a Sales role within the Asset/wealth and Investment management spaces
• Knowledge and understanding of the dynamics in allocated market
• Experience and track record in high-performance sales environments
• Knowledge of best practice in Financial Planning and Financial Advisory Services
• Knowledge and understanding of financial planning through meaningful client engagements
• Knowledge of and understanding of the consultative sales methodology
• Experience in application of a defined sales process.

Work Hours: 8

Experience in Months: 60

Level of Education:
Bachelor Degree

Job application procedure

If you are qualified and interested, please apply by sending your CV and Cover Letter to the email  with the subject Financial Advisor – Global Markets by 5pm Tuesday 31st January, 2023.

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Job Info
Job Category: Accounting/ Finance jobs in Kenya
Job Type: Full-time
Deadline of this Job: 31 January 2023
Duty Station: Nairobi
Posted: 19-01-2023
No of Jobs: 1
Start Publishing: 19-01-2023
Stop Publishing (Put date of 2030): 19-01-2066
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