Investment Advisor job at Janta Kenya
Website :
34 Days Ago
Linkedid Twitter Share on facebook

Vacancy title:
Investment Advisor

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

Jobs at:

Janta Kenya

Deadline of this Job:
14 January 2023  

Duty Station:
Within Kenya , Nairobi , East Africa

Date Posted: Friday, December 30, 2022 , Base Salary: Not Disclosed

Similar Jobs in Kenya
Learn more about Janta Kenya
Janta Kenya jobs in Kenya


Job Summary
Our client is a leading Fund Management Company in Kenya. As part of their growth strategy and to assist in achieving ambitious performance objectives, they wish to recruit experienced, dynamic, innovative and high caliber individuals to fill the position of Investment Financial Advisor to be based in Nairobi This is an investments sales position.

Minimum Qualification:Bachelor
Experience Level:Entry level
Experience Length:2 years

Job Description/Requirements
• Reporting to the Head of Sales and operating in a highly competitive and dynamic environment, The main role of the position of Investment Advisor is to sell investment funds to prospective and existing clients and service the accounts thus created.
• Sell investment products, (i.e. Unit Trust Funds, Wealth Management and International /Off-Shore funds) to prospective and existing individual and corporate clients
• Sign-in, manage and retain clients and their accounts and maintain a strong customer service
• Meet and exceed exciting and aggressive work targets
• Work in a high-pressure, fast-paced environment within an entrepreneurial culture that offers minimum supervision.
• Build Rapport with Colleagues, to generate from them successful leads.
• Carry out a detailed-fact find review of the potential clients and recommend appropriate insurance and investment products.

Qualifications, Skills and Ability Requirements
• An undergraduate degree from a recognized university
• An appropriate qualification/ training in sales and marketing
• Work experience in the financial services sector e.g. bank, insurance companies, fund manager, stock brokers etc. would be an advantage
• Proven experience and success in selling financial services products: experience of selling unit trust investment products would also be an added advantage
• A good working knowledge of financial markets and financial products
• A high sales drive and a strong will to succeed
• Confident, articulate and with strong communication skills
• Results oriented with ability to work under strict deadlines and meet sales targets
• Well groomed, presentable and strong interpersonal skills
• Highly networked and adept at connecting with people, and with good experience of the Business environment of the preferred region.
• Ability to thrive in a high-pressure, fast-paced environment with minimum supervision

Work Hours: 8

Experience in Months: 24

Level of Education:
Bachelor Degree

Job application procedure

If you are up to the challenge, possess the necessary qualifications and experience, kindly send your detailed CV quoting the job title on the email subject “Financial Advisor” to: 

All Jobs


Job Info
Job Category: Accounting/ Finance jobs in Kenya
Job Type: Full-time
Deadline of this Job: 14 January 2023
Duty Station: Nairobi
Posted: 30-12-2022
No of Jobs: 1
Start Publishing: 30-12-2022
Stop Publishing (Put date of 2030): 30-12-2066
Apply Now

Notification Board:

Join a Focused Community on job search to uncover both advertised and non-advertised jobs that you may not be aware of. A jobs WhatsApp Group Community can ensure that you know the opportunities happening around you and a jobs Facebook Group Community provides an opportunity to discuss with employers who need to fill urgent position. Click the links to join. You can view previously sent Email Alerts here incase you missed them and Subscribe so that you never miss out.

Caution: Never Pay Money in a Recruitment Process.

Some smart scams can trick you into paying for Psychometric Tests.