Investment Advisor jobs in Nairobi

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.ResponsibilitiesProvide financial planning support to clientsSupport investment professionals to cultivate client relationshipsPrepare financial plan...

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. Summary The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross c...

This is a full-time on-site role for a Financial Advisor located in Nairobi County, Kenya. The Financial Advisor will be responsible for financial planning, providing finance advice, retirement planning, investment management, and offering financial advisory services.

1. Systematically generate leads through cold calling, referrals, social media, net working, market research and any other effective means. 2. Continuously explore new and innovative methods for lead generation. 3. Identify and pursue new business opportunities for real estate products 4. Effectively communicate terms of agreements and close sales deals. 5. Establish and nurture strong relationsh...

Role DescriptionThis is a full-time on-site role for a Financial Advisor located in Nairobi County, Kenya. The Financial Advisor will be responsible for financial planning, providing finance advice, retirement planning, investment management, and offering financial advisory services.QualificationsStrong financial planning and finance skillsExperience in retirement planning and investment manageme...

We are seeking a driven and experienced Salesperson to join our team, specializing in land sales. The ideal candidate MUST have a strong background in real estate sales, with expertise in identifying potential land opportunities, negotiating deals, and closing transactions.

Madison Group Limited is a locally owned financial services holding company that specializes in Insurance and wealth management services. The Group comprises of Madison Life Assurance Kenya Limited, Madison General Insurance Kenya Limited, and Madison Investment Managers Limited. Madison Life Assurance Kenya was originally incorporated under Kenyan Laws in 1988 as Madison Insurance Company Limite...

Build and manage a portfolio of investment advisory model projectsLead operations for a pipeline of advisory model projects by coordinating directly with external investor partners to progress current projects.Develop and refine investment performance, impact, and risk monitoring plans including quantitative and qualitative analysis of investment projects.Lead communication with donors, philanthr...

I&M Bank is a wholly owned subsidiary of I&M Holdings Limited, a publicly quoted company at the Nairobi Securities Exchange (NSE). The bank possesses a rich heritage in banking. PURPOSE: The Job holder will assist the Assistant General Manager (AGM) Investment Advisor Wealth Management to enhance business growth, drive initiatives that increase client value and income for the unit. KEY RESPONSIBI...

PURPOSE:The Job holder will assist the Assistant General Manager (AGM) - Investment Advisor Wealth Management to enhance business growth, drive initiatives that increase client value and income for the unit.KEY RESPONSIBILITIES:Origination of advisory transactions.Assist in the evaluation and processing of new investments for clients.Liaising with the AGM Investment Advisor Wealth Management and ...

The International Rescue Committee is a global humanitarian aid, relief and development nongovernmental organization. Summary The Investment Lead will be integral to the practice s growth and development. This position will drive forward current innovative finance investor-humanitarian partnerships, manage project performance, and grow our pipeline through robust prospecting and fundraising. This...

IFC a member of the World Bank Group is the largest global development institution focused on the private sector in emerging markets. We work in more than 100 countries, using our capital, expertise, and influence to create markets and opportunities in developing countries. In fiscal year 2023, IFC committed a record $43.7 billion to private companies and financial institutions in developing coun...

Description IFC a member of the World Bank Group is the largest global development institution focused on the private sector in emerging markets. We work in more than 100 countries, using our capital, expertise, and influence to create markets and opportunities in developing countries. In fiscal year 2023, IFC committed a record $43.7 billion to private companies and financial institutions in dev...

Job Ref. No: JLIL185Role PurposeThe role holder is responsible for managing and growing relationships with corporate clients, offering investment advisory services, and overseeing the administration of life and pensions portfolios. The role holder ensures effective management of investments, delivers superior service to clients, and fosters strong relationships to drive business growthMain Respon...

ABOUT OXFAMOne person in three in the world lives in poverty. Oxfam is determined to change that world by mobilizing the power of people against poverty. Around the world, Oxfam works to find practical, innovative ways for people to lift themselves out of poverty and thrive. We save lives and help rebuild livelihoods when crisis strikes. And we campaign so that the voices of the poor influence th...

Jubilee Insurance was established in August 1937, as the first locally incorporated Insurance Company based in Mombasa in 1937. Jubilee Insurance has spread its sphere of influence throughout the region to become the largest Composite insurer in East Africa, handling Life, Pensions, general and Medical insurance. Job Ref. No: JLIL185 Role Purpose The role holder is responsible for managing and gr...

Finance in Motion is an impact investing advisor exclusively focused on development finance. We are one of the world s leading asset managers in this field, advising funds with around EUR 1.9 billion in assets under management. Summary As a Technical Assistance Associate in Nairobi, Kenya, you will lead and implement impactful projects for the Eco. Business Fund in Sub-Saharan Africa. Utilize you...

IFC a member of the World Bank Group is the largest global development institution focused on the private sector in emerging markets. We work in more than 100 countries, using our capital, expertise, and influence to create markets and opportunities in developing countries. In fiscal year 2023, IFC committed a record $43.7 billion to private companies and financial institutions in developing coun...

TEAM PURPOSE:To work as part of Oxfam Kenya's Programme Team which exists to realize the vision of "a transformed Kenyan Society that challenges poverty and inequality to claim their rights". We contribute to this vision by strengthening analysis and generating knowledge and influence for transparency and accountability in the management of public resources, progressive taxation systems, gender r...

Duties and AccountabilitiesOrigination and execution of strategic pre-IPO advisory mandates. Execution will include advising clients on listing process, appropriateness, timing, regulations, and relevant key issues; reviewing and advising on current corporate structure, balance sheet structure, valuation, and business planning; preparing detailed timetables for listing, broker selection, and pros...

The World Bank Group (WBG) is a family of five international organizations that make leveraged loans to developing countries. It is the largest and most famous development bank in the world and is an observer at the United Nations Development Group. Duties and Accountabilities Origination and execution of strategic pre-IPO advisory mandates. Execution will include advising clients on listing proc...

Role PurposeThe job holder will be responsible of providing professional financial advice to Unit linked investment product Holders, meeting set revenue budgets, and effectively building and growing a portfolio of clients for Unit linked investment solution. Additionally, the role holder will be responsible for growth of unit linked products portfolio, ensuring seamless customer experiences, and ...

Jubilee Insurance was established in August 1937, as the first locally incorporated Insurance Company based in Mombasa in 1937. Jubilee Insurance has spread its sphere of influence throughout the region to become the largest Composite insurer in East Africa, handling Life, Pensions, general and Medical insurance. Role Purpose The job holder will be responsible of providing professional financial ...

Job Title: Head of Investments Department: Executive Reports to: Chief Executive Officer Location: Nairobi, Kenya About Us We are a leading development impact investor committed to building resilient communities across Sub-Saharan Africa. Since our inception, we've strategically deployed flexible financing and tailored support to drive innovation in the agribusiness and renewable energy sectors. ...