financial advisor degree requirements

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 position requires a range of finance and investment management experience, as well as technical writing and stakeholder manag...

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...

Rose Avenue Consulting Group is a financial management, strategy and consulting firm that combines deep industry knowledge with specialized expertise in corporate finance, strategy and research. Together with our clients and partnering companies we address our client s most critical issues and challenge Summary As an Assistant Relationship Manager, the overall purpose of this role is to achieve b...

Rose Avenue Consulting Group is a financial management, strategy and consulting firm that combines deep industry knowledge with specialized expertise in corporate finance, strategy and research. Together with our clients and partnering companies we address our client s most critical issues and challenges Summary As a Relationship Manager, the overall purpose of this role is to achieve business gr...

Key Dutiesand Responsibilities:Market research and analysisFearless cold calling for business generationParticipate in product launches and campaignsClient engagement and relationships managementSkillfully closing sales and meeting the allocated sales targetsQuality lead generation and effective follow-up on prospective opportunitiesRecommend and execute business strategies in line with the compa...

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 ...

Rose Avenue Consulting Group is a financial management, strategy and consulting firm that combines deep industry knowledge with specialized expertise in corporate finance, strategy and research. Together with our clients and partnering companies we address our client s most critical issues and challenges As an Assistant Relationship Manager, the overall purpose of this role is to achieve business...

Pathfinder is driven by the conviction that all people, regardless of where they live, have the right to decide whether and when to have children, to exist free from fear and stigma, and to lead the lives they choose. Summary of Role: Serves as the primary support for the finance functions of Pathfinder country offices. Ensures that all field financial activities are managed and administered acco...

In July 2010, the United Nations General Assembly created UN Women, the United Nations Entity for Gender Equality and the Empowerment of Women. In doing so, UN Member States took an historic step in accelerating the Organization s goals on gender equality and the empowerment of women. Summary The consultancy will be aimed at establishing the gender data gaps with regards to financial inclusion an...

Job PurposeTo provide independent, objective assurance and consulting activities aimed at improving the operations of the Board. Assist the Board and Management in accomplishing its strategic objectives through a systematic, disciplined approach to evaluate and improve the effectiveness of risk management, control and governance processes.Key Responsibilities/ Duties / TasksManagerial / Superviso...

Centum is East Africa s leading investment company listed on the Nairobi Securities Exchange and Uganda Securities Exchange. We are an investment channel providing investors with access to a portfolio of inaccessible, quality, diversified investments. Job Brief The Private Wealth Financial Advisor s role is to increase Assets Under Management for the organization through the sale of Private Wealt...

Job Brief The Private Wealth Financial Advisor's role is to increase Assets Under Management for the organization through the sale of Private Wealth products in line with set targets. 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 presentat...

Roles and responsibilities Achieving Zamara's ambitious strategic priorities will be complex and challenging. Its continued success will be dependent on building and retaining a world-class team. The Senior Advisor will provide client relationship and consulting advise to an existing and prospective Umbrella Scheme client base including product design, marketing, servicing and reporting. The role...

RESPONSIBILITIES Under the overall supervision of the Special Advisor to the Executive Director and Director (a.i), External Relations, Strategy, Knowledge, and Innovation (ERSKI) Division, the consultant will be responsible for the following tasks: Conduct a status analysis of CIF and recommend an optimal legal framework for establishing the Fund Research and recommend suitable vehicle design fr...

About the Opportunity Inkomoko in Kenya seeks highly talented, organized, and motivated Refugee staff to coordinate and work directly with entrepreneur clients in Garissa. The position holder will be based in Garissa and will report directly to the Senior Business Development Advisor with core responsibilities as follows: Responsibilities Business Consulting & Client Relationship Management (60% ...

The United Nations Environment Programme (UN Environment) is the leading global environmental authority that sets the world s environmental agenda, promotes the coherent implementation of the environmental dimension of sustainable development within the United Nations system and serves as an authoritative advocate for the environment. Duties and Responsibilities: Participates and provides technic...

Root Capital is an agricultural impact investor that grows rural prosperity in poor, environmentally vulnerable places in Africa and Latin America by lending capital, delivering financial training, and strengthening market connections for small and growing agricultural businesses. Main Goal Train and advise agricultural companies digitization, management, transformation, visualization and data an...

Overall purpose of the role Reporting to the Executive Director and working closely with their Regional Senior Management Team counterparts, the Operations Director ensures sound management of country operations through day-to-day performance oversight and ensures clear, timely and effective support is provided to Country Directors of following countries: DR Congo, Kenya, Tanzania/Burundi and Uga...

Open Capital Advisors is a management consulting and financial advisory firm that drives growth, enables investment, and builds markets across Africa. We help businesses, investors, development partners, and the public sector identify opportunities and deliver unique, impactful solutions. We blend our deep local market experience and global perspective with a customized approach. The Role: In thi...

Purpose of the assignment The objective of this assignment is to develop the ChildFund Kenya Knowledge Management Strategy & Learning and Adaptation Plan. In this regard, CFK wishes to engage a Knowledge Management consulting expert with adequate experience and expertise in developing strategies and learning plans on Knowledge Management for development and humanitarian, preferably with internati...

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...

The United Nations Human Settlements Programme, UN-Habitat, is the UN agency for human settlements. It is mandated by the UN General Assembly to promote socially and environmentally sustainable towns and cities with the goal of providing adequate shelter for all. RESPONSIBILITIES Under the overall supervision of the Special Advisor to the Executive Director and Director (a.i), External Relations,...

Insurance Jobs In Kenya.Job Ref. No: JAML004Position: Independent Financial Advisors (IFA)Jubilee Insurance was established in August 1937, as the first locally incorporated Insurance Company based in Mombasa. JubileeInsurance has spread its sphere of influence throughout the region to become the largest Composite insurer in East Africa, handlingLife, Pensions, General and Medical Insurance. Toda...