Private Wealth Financial Advisor job at Centum

Vacancy title:
Private Wealth Financial Advisor

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

Jobs at:

Centum

Deadline of this Job:
22 January 2023  

Duty Station:
Within Kenya , Nairobi , East Africa

Summary
Date Posted: Friday, January 13, 2023 , Base Salary: Not Disclosed

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

JOB DETAILS:

Principal Accountabilities:
• Develop a knowledge of the client’s entire financial situation and be able to structure a goals-based investment and financial plan.
• Develop and deliver private wealth education presentations and sessions to clients and prospects.
• Develop relationships with management teams of institutions, as well as cultivating relationships with key industry players in listed and non-listed space
• Collaborates with the Investment Management and Enablement Teams regarding investment strategy and client portfolio structure.
• Provide market feedback to facilitate the development of new and enhancement of existing products that meet client needs. Provide product recommendations
• Continuously update and provide feedback on client FAQs
• Generate and update sales customer relationship management system
• Maintain a deal pipeline and continuously update on progress
• Participate in training IFAs on Nabo products
• Assist in the development of a competitive commission structure and provide feedback on market
• Drive business results and acquire new assets under management through selling financial products to the existing client base and new client acquisition.
• Ability to generate KES 100 Mn in sales per month through selling financial products to existing clients and new clients
• Develop a knowledge of client’s financial needs and be able to communicate a goals-based investment plan to meet their needs
• Provide market feedback to facilitate the development of new products and enhancement of existing products
• Continuously update and provide feedback on client FAQs
• Generate and update customer sales log
• Maintain a deal pipeline and continuously update on progress

Minimum Requirements:

• Bachelor’s degree or equivalent in a related field (Investments, Finance, Accounting, Economics, Business Administration)
• Enrolled in or progress toward a related professional course and/or certificate (CFA, ACCA, CPA, CAIA)
• Minimum of 3 years work experience in investment management
• Strong knowledge of MS tools including Word, Excel and PowerPoint
• Have a good understanding of investment products in general
• Have existing relationships that meet the profile of a Nabo client


Work Hours: 8


Experience in Months: 36

Level of Education:
Bachelor Degree

Job application procedure

Interested and qualified? Click Here To Apply


All Jobs

QUICK ALERT SUBSCRIPTION

Job Info
Job Category: Accounting/ Finance jobs in Kenya
Job Type: Full-time
Deadline of this Job: 22 January 2023
Duty Station: Nairobi
Posted: 13-01-2023
No of Jobs: 1
Start Publishing: 13-01-2023
Stop Publishing (Put date of 2030): 13-01-2066
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.