skills of a financial advisor

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 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...

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...

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...

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...

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...

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...

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, ...

The Position:UNFPA is the lead UN agency for delivering a world where every pregnancy is wanted, every childbirth is safe, and every young person's potential is fulfilled. Family planning is at the heart of UNFPA's mission. UNFPA promotes the right of every woman, man and child to enjoy a life of health and equal opportunity.Through a new family planning strategy, , UNFPA is reframing its approac...

Job Purpose The Process Analyst is responsible for leading Process Reengineering initiatives across the Group. Specialized in analysis of business processes and workflows. The role works with business and projects to identify areas where complex business processes and performance can be developed or improved. It leverages BPM and Lean Six Sigma techniques, concepts, and tools to proactively assis...

Job Purpose The Process Analyst is responsible for leading Process Reengineering initiatives across the Group. Specialized in analysis of business processes and workflows. The role works with business and projects to identify areas where complex business processes and performance can be developed or improved. It leverages BPM and Lean Six Sigma techniques, concepts, and tools to proactively assis...

Job PurposeThe Process Analyst is responsible for leading Process Reengineering initiatives across the Group.Specialized in analysis of business processes and workflows. The role works with business and projects to identify areas where complex business processes and performance can be developed or improved. It leverages BPM and Lean Six Sigma techniques, concepts, and tools to proactively assist ...

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 The Process Analyst is responsible for leading Process Reengineering initiatives across the Group. Specialized in analysis of business processes and workflows. T...

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...

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...

Izwe Africa Holdings is a specialist Financial Solutions Group targeting both the formally and informally employed markets with the primary offering of unsecured loans to the under-banked. The Group has grown into a dynamic, rapidly developing pan-African micro-financier and insurer with operations in South Africa, Mauritius, Zambia, Ghana and Kenya. Salary Range : KSh 50,000 KSh 100,000/month Jo...

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...

About Us We're a climate fintech startup that operates at the intersection of climate, technology, and finance. It offers a range of innovative solutions and services related to carbon emissions measurement, management, and reporting. Our mission is to empower organizations and individuals to take meaningful action in addressing climate change by providing climate intelligence solutions, includin...

Export Parts Store has a large showroom with clean service and sales areas, staffed by experts in their fields. It s no wonder we quickly became known for being a pure Harley-Davidson haven. Our dealership continually strives to provide anything and everything associated with Harley-Davidson motorcycles. Job Overview: We are seeking a highly skilled and experienced Financial Management Consultant...

The RoleYou are at the heart of Open Capital, directly leading multiple client projects at a time, solving a diverse range of problems across sectors in Africa, and acting as a trusted advisor to many of the world's most exciting and impactful development partners, investors, and businesses. You manage and coach our Analysts and Associates and work closely with Partners and Principals, who coach ...

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...

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...

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...