Financial advisor degree requirements

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 ...

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...

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...

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...

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...

Role Description 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. Qualifications Strong financial planning and finance skills Experience in retirement planning and investment mana...

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.

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...

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...

Role DescriptionThis is a full-time hybrid role for a Financial Advisor at ICEA LION Group. The successful candidate will be responsible for Sales,providing financial planning and advisory services and to clients in Nairobi County, Kenya, as well as remote clients. This includes but is not limited to retirement planning, investment advice, and other financial services. The Financial Advisor will ...

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...

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. About Job This is a full-time hybrid role for a Financial Advisor at ICEA LION Group. The successful candidate will be responsible for Sales,providing financial planning and advisory services and to cli...

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. Role Description This is a full-time hybrid role for a Financial Advisor at ICEA LION Group. The successful candidate will be responsible for providing financial planning and advisory services to client...

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...

Absa Bank Limited (Absa) is a wholly owned subsidiary of Barclays Africa Group Limited. Absa offers personal and business banking, credit cards, corporate and investment banking, wealth and investment management as well as bancassurance. Job Summary Provide specialist advise and support for day-to-day work, in order to execute predefined objectives as per agreed standard operating procedures (SOP...

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...

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

Financial Advisor at Ital Global

Dedicated Financial Advisor at Jubilee Insurance

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 according to Pathfinder and donor regulations and policies. Assists with financial capacity building and development provided to country offices. Focuses on operational excellence within accounting, financial reporting, and...