investment advisor insurance

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 ...

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...

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...

OutsideCapital is level BBBEE2 executive search and recruitment advisor that specialises in building South Africa s foremost accounting firms, management consulting houses, banks, insurance companies, corporates and listed organisations. Responsibilities Craft and execute a visionary financing strategy, aligning with the company s ambitious objectives. Champion corporate fundraising initiatives, ...

Dry Associates is the largest issuer of Commercial Paper & Corporate Bonds in East Africa Private Wealth Management includes managing onshore and offshore assets through individualized portfolio structuring Position Overview: The Legal Officer plays a pivotal role as corporate counsel at Dry Associates Investment Bank, actively advising on all legal matters. This position involves collaborating w...

Accounting and finance jobs in Kenya. Equity Bank is one of the region s leading banks whose purpose is to transform the lives and livelihoods of the people of Africa socially and economically by availing them modern and inclusive financial services that maximize their opportunities. With a strong footprint in Kenya, Uganda, Tanzania, Rwanda, South Sudan and DRC Congo, Equity Bank is now home to ...

Equity Bank Limited (The Bank ) is incorporated, registered under the Kenyan Companies Act Cap 486 and domiciled in Kenya. The address of the Bank s registered office is 9th Floor, Equity Centre, P.O. Box 75104 00200 Nairobi. Job Purpose Statement Responsible management, administration and coordination of finance department activities for the subsidiary. These will include continuous development ...

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...

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...

Position Overview: The Legal Officer plays a pivotal role as corporate counsel at Dry Associates Investment Bank, actively advising on all legal matters. This position involves collaborating with management to ensure legal compliance and enhance the overall effectiveness of the company. While the role encompasses various aspects of legal affairs, it primarily focuses on three core areas: Private ...

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...

Legal Associate RoleProvide guidance on wealth preservation, tax optimization, and asset protection strategies.Draft wills, trust deeds, POAs, and other estate planning documents to ensure the orderly transfer of assets upon death.Advise clients on strategies to optimize trust structures taxes and navigate complex probate processes.Assist with the establishment of charitable trusts, family founda...

Job Ref. No: JAML007Role 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 ...

Job Ref. No: JAML005Role 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...

Andersen in Kenya is a member of Andersen Global, an international association of member firms with more than 3,500 professionals worldwide, nearly 500 global partners and a presence in over 111 locations through its member firms and collaborating firms. The professionals of Andersen Global all over offices in the world share a common background and a vision. We value open communication, informat...

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: JAML007 Role Purpose To provide Professional Investment Advisory servic...

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: JAML005 Role Purpose To provide Professional Investment Advisory servic...

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...

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...

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...

About the OpportunityInkomoko is seeking an exceptional Senior Business Development Advisor- Market Linkage to help drive our market linkages services to our more than 40,000 MSME clients. This role will entail building strategic relationships with buyers in different industry sectors, including INGOs, public institutions, and private organizations.The Senior Business Development Advisor - Market...

Inkomoko s vision is an Africa with thriving communities where young people and refugees are engaged, communities have access to relevant innovations for self-determination, and where African solutions are unleashed to solve African problems About the Opportunity Inkomoko is seeking an exceptional Senior Business Development Advisor- Market Linkage to help drive our market linkages services to ou...

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 ...