Private Wealth Financial Advisor job at Centum
415 Days Ago
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Vacancy title:
Private Wealth Financial Advisor

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

Jobs at:


Deadline of this Job:
22 January 2023  

Duty Station:
Within Kenya , Nairobi , East Africa

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

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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

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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
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