Background

Zamara is a financial services firm that primarily offers Actuarial Services, Pensions Administration and Consulting and Insurance Brokerage Services. Zamara has been in the Kenyan Market for over 23 years, initially operating as Hymans Robertson and more recently as Alexander Forbes. Working at Zamara offers our people the opportunity to work for a Truly Pan-African Financial Services firm.

Role Overview

The Wealth Advisor is responsible for originating and managing client relationships across our pension, insurance and wealth management propositions for retail clients. Acting as a trusted technical expert, the role drives the delivery of Zamara’s Wealth Management solution — enabling personalized investment strategies, tailored insurance solutions and effective pension fund management for retail clients in Kenya.

Key Responsibilities

• Business Development and Origination: Identify, acquire and onboard new individual clients across target segments. Generate high-quality leads and diligently follow up on prospective opportunities. Cultivate referrals and new business through proactive networking and client engagement. Develop and execute personal sales plans to consistently achieve monthly and annual targets. Build and maintain a healthy, well-managed sales pipeline within the CRM system.
• Client Advisory and Relationship Management: Recommend appropriate solutions informed by rigorous needs analysis and risk assessment. Design bespoke financial and investment plans aligned to each client’s objectives. Establish and nurture enduring, long-term client relationships. Educate clients on market trends, investment solutions and sound financial planning strategies. Conduct periodic portfolio reviews and recommend timely, appropriate adjustments.
• Financial Planning: Partner closely with clients to understand their financial circumstances and goals, developing tailored plans to help them achieve those objectives. Provide holistic guidance across products — including pensions, investments, insurance and trusts — aligned to each client’s objectives and risk appetite. Recommend and execute business strategies consistent with the Group’s commercial objectives.
• Compliance and Risk Management: Ensure all client onboarding documentation fully meets KYC and AML requirements. Ensure all client engagements and transactions adhere to Zamara’s and industry compliance standards and regulatory requirements. Maintain current knowledge of RBA, IRA, CBK and related regulations, market trends and economic developments.
• Market Intelligence: Keep clients informed of significant market trends and developments. Monitor local and global financial trends across relevant markets. Engage in continuous professional development to remain abreast of emerging trends, products and regulations.

Key Skills & Competencies

• Client Advisory Excellence — proven ability to deliver holistic financial advice and outstanding service to retail clients.
• Market & Product Expertise — sound understanding of current local, regional and global financial markets and wealth management products.
• Business Acumen — demonstrable track record of growing assets under management (AUM) and generating revenue through strategic business development.
• Professional Integrity — unwavering commitment to the highest standards of discretion, compliance and ethical conduct.

Personal Qualities and Experience Requirements

• Minimum of 3 years’ experience in financial services, relationship management, wealth management, banking or insurance sales
• Financial Planning and Finance skills.
• Retirement Planning and Investments expertise.
• Good knowledge of Industry retail solutions and products.
• Excellent oral & written communication skills.
• Relationship building & networking skills.

Academic Qualifications and Certifications

• Bachelor’s degree in finance, Economics, Business Administration, or related fields.
• Certifications such as Certified Public Accountant (CPA), Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) and Chartered Wealth Manager (CWM), Chartered Institute for Securities & Investments (CISI), Executive Certificate of Proficiency in Insurance (ECOP) are highly desirable.
• Experience in Investment and Life insurance, highly preferred

• Identify, acquire and onboard new individual clients across target segments.
• Generate high-quality leads and diligently follow up on prospective opportunities.
• Cultivate referrals and new business through proactive networking and client engagement.
• Develop and execute personal sales plans to consistently achieve monthly and annual targets.
• Build and maintain a healthy, well-managed sales pipeline within the CRM system.
• Recommend appropriate solutions informed by rigorous needs analysis and risk assessment.
• Design bespoke financial and investment plans aligned to each client’s objectives.
• Establish and nurture enduring, long-term client relationships.
• Educate clients on market trends, investment solutions and sound financial planning strategies.
• Conduct periodic portfolio reviews and recommend timely, appropriate adjustments.
• Partner closely with clients to understand their financial circumstances and goals, developing tailored plans to help them achieve those objectives.
• Provide holistic guidance across products — including pensions, investments, insurance and trusts — aligned to each client’s objectives and risk appetite.
• Recommend and execute business strategies consistent with the Group’s commercial objectives.
• Ensure all client onboarding documentation fully meets KYC and AML requirements.
• Ensure all client engagements and transactions adhere to Zamara’s and industry compliance standards and regulatory requirements.
• Maintain current knowledge of RBA, IRA, CBK and related regulations, market trends and economic developments.
• Keep clients informed of significant market trends and developments.
• Monitor local and global financial trends across relevant markets.
• Engage in continuous professional development to remain abreast of emerging trends, products and regulations.

• Client Advisory Excellence
• Market & Product Expertise
• Business Acumen
• Professional Integrity
• Financial Planning and Finance skills
• Retirement Planning and Investments expertise
• Good knowledge of Industry retail solutions and products
• Excellent oral & written communication skills
• Relationship building & networking skills

• Bachelor’s degree in finance, Economics, Business Administration, or related fields.
• Certifications such as Certified Public Accountant (CPA), Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) and Chartered Wealth Manager (CWM), Chartered Institute for Securities & Investments (CISI), Executive Certificate of Proficiency in Insurance (ECOP) are highly desirable.
• Experience in Investment and Life insurance, highly preferred