qualification for financial advisor

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...

Dedicated Financial Advisor at Jubilee Insurance

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...

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...

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...

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...

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...

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

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...

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...

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...