client advisor jobs

You will be part of the firm's Client Service Risk (CSR) function whose mission is to enable client impact and innovation in a way which manages risks to our clients, people, and the firm. CSR is a globally integrated team with colleagues from diverse professional backgrounds including communications, consulting, government, and law.Our function advises firm leadership on risks across the lifecyc...

Job Ref. No: JAML006Role PurposeTo provide Professional Investment Advisory services to our clients within the Retail, High Net worth & Institutional segments. The successful candidate will be responsible for sourcing, retaining, and growing a client base by implementing financial planning solutions in line with the client's needs. The role holder will be required to be up to date with macro-econ...

Job Ref. No: JAML008Role PurposeTo provide Professional Investment Advisory services to our clients within the retail segment. The successful candidate will be responsible for sourcing, retaining, and growing a client base by implementing financial planning solutions in line with the client's needs. The role holder will be required to be up to date with macro-economic trends, market developments ...

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: JAML006 Role Purpose To provide Professional Investment Advisory servic...

We are seeking to onboard Independent Financial Advisors (IFAs), with experience within the financial services industry, Sales & Marketing to source, retain, and grow client base for Arima Fund Ltd while earning attractive and competitive commission. Reporting to: Private Wealth Advisor Key Duties and Responsibilities: Skillfully close sales as an independent financial advisor Assess clients' nee...

ACTSERV is an actuarial consulting firm with over two decades of business visibility. Having grown in scale and market share, we strive to improve on our service offering by embarking on adaptive technology that delivers cutting edge solutions. This allows us to walk with client teams in delivering on their value propositions. Summary We are seeking to onboard Independent Financial Advisors (IFAs...

Job DescriptionJob Purpose To identify, manage and mitigate legal risks and implement adequate controls and mitigation over such risks including by drafting and / or ensuring the appropriateness, validity and enforceability of all legal documentation.To maintain an ongoing relationship with the business and provide accurate, reliable, timely and well-informed legal advice and support on transacti...

Job DescriptionJob Purpose To identify, manage and mitigate legal risks and implement adequate controls and mitigation over such risks including by drafting and / or ensuring the appropriateness, validity and enforceability of all legal documentation.To maintain an ongoing relationship with the business and provide accurate, reliable, timely and well-informed legal advice and support on transacti...

Hiring Organization: Kenindia Insurance Company Job Title: Insurance Financial Advisor Industry: Insurance Location: Nairobi Are you a dynamic, motivated individual looking to carve out a successful career in the financial industry? Look no further! We are currently seeking talented individuals to join our team in a promising Insurance Financial Career Opportunity. Responsibilities As Insurance F...

Job PurposeTo identify, manage and mitigate legal risks and implement adequate controls and mitigation over such risks including by drafting and / or ensuring the appropriateness, validity and enforceability of all legal documentation.To maintain an ongoing relationship with the business and provide accurate, reliable, timely and well-informed legal advice and support on transactional, regulatory...

Job PurposeTo identify, manage and mitigate legal risks and implement adequate controls and mitigation over such risks including by drafting and / or ensuring the appropriateness, validity and enforceability of all legal documentation.To maintain an ongoing relationship with the business and provide accurate, reliable, timely and well-informed legal advice and support on transactional, regulatory...

The opportunity We are looking for a senior to join our robust team. Your key responsibilities You will be part of a team based in the Kenya office advising our clientele of large and medium sized multinational and local companies. You will be analysing various industries, companies and processes to determine where value is created and how business activities are remunerated. Your work will help ...

Standard Bank Group is the largest African banking group by assets offering a full range of banking and related financial services. Africa is our home, we drive her growth Our vision is to be the leading financial services organisation in, for and across Africa, delivering exceptional client experiences and superior value Purpose To identify, manage and mitigate legal risks and implement adequate...

Standard Bank Group is the largest African banking group by assets offering a full range of banking and related financial services. Africa is our home, we drive her growth Our vision is to be the leading financial services organisation in, for and across Africa, delivering exceptional client experiences and superior value Job Purpose To identify, manage and mitigate legal risks and implement adeq...

Provide financial planning support to clientsSupport investment professionals to cultivate client relationshipsPrepare financial plans and check their accuracy

Job Scope:Reporting to the Business Development Manager, Individuals will be responsible for developing and maintaining strong relationships with our clients. He/she will be trusted advisor, helping them navigate financial challenges, access our products, and capitalize on sales growth.Key Responsibilities:Build and maintain strong, long-lasting relationships with clients.Identify and pursue oppo...

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...

KEY RESPONSIBILITIESBranch strategic input and planningBusiness Growth & DevelopmentMarketing & Brand ManagementRelationship Management & Customer experienceBranch OperationsPersonal Leadership & DevelopmentRisk & ComplianceMAIN RESPONSIBILTIES Branch Strategic input and planning:Contributes to the completion of the branch operational plan by preparing and implementing an individual business plan...

Are you a dynamic, motivated individual looking to carve out a successful career in the financial industry? Look no further! We are currently seeking talented individuals to join our team in a promising Insurance Financial Career Opportunity. Responsibilities As Insurance Financial Advisor you will be responsible for promoting and selling various insurance products to potential clients: Prospecti...

Job SummaryOpticom is recruiting for a Senior Security Technology Sales Advisor with over five years of industry experience to drive sales growth. The successful candidate will be responsible for achieving their sales goals to facilitate our aggressive, but controlled, growth targets.Duties and ResponsibilitiesExecute Opticom's regional expansion strategy.Maintaining relationships with engineers,...

InfraStrategy Client Engagement Advisor, ECEIALT & ZA

Job Description What we need from you 10 years experience in technology, experience in cloud solutions is preferable Knowledge of Oracle s cloud offerings across IaaS, PaaS and SaaS is preferable Background in technology sales and/or management consulting Experience in different cloud deployment models Analytical capabilities, ability to digest large amounts of data and distill them into an actio...

Job DescriptionWhat we need from you10 years experience in technology, experience in cloud solutions is preferableKnowledge of Oracle's cloud offerings across IaaS, PaaS and SaaS is preferableBackground in technology sales and/or management consultingExperience in different cloud deployment modelsAnalytical capabilities, ability to digest large amounts of data and distill them into an actionable ...