Company Overview

As one of the largest insurers and financial services companies in East Africa, we have decades of experience in helping discerning individuals protect and create their wealth. But that’s not all. We also keep an eye firmly on the future, using innovation to craft financial products and services that we know you need in today’s constantly changing world....

Role Description

This is a full-time on-site role for a Financial Advisor, located in Nairobi. The Financial Advisor will be responsible for providing financial planning services, offering financial advice, and developing tailored financial strategies for clients. Daily tasks include advising on retirement planning, managing investments, and helping clients achieve their financial goals.

Qualifications

Financial Planning, Finance, and Financial Advisory skills

Experience in Retirement Planning and Investments

Excellent interpersonal and communication skills

Strong analytical and problem-solving abilities

Ability to work independently and as part of a team

Bachelor's degree in Finance, Accounting, Economics, or a related field

Professional certifications (e.g., CFP, CFA) are a plus

• Providing financial planning services
• Offering financial advice
• Developing tailored financial strategies for clients
• Advising on retirement planning
• Managing investments
• Helping clients achieve their financial goals

• Financial Planning
• Finance
• Financial Advisory
• Retirement Planning
• Investments
• Interpersonal skills
• Communication skills
• Analytical abilities
• Problem-solving abilities
• Ability to work independently
• Ability to work as part of a team

• Bachelor's degree in Finance, Accounting, Economics, or a related field
• Professional certifications (e.g., CFP, CFA) are a plus