skills of a financial advisor

We are seeking to onboard Independent Financial Advisors (IFAs), with experience within the financial services industry, Sales & Marketing to source, retain, and grow client base for Arima Fund Ltd while earning attractive and competitive commission. Reporting to: Private Wealth Advisor Key Duties and Responsibilities: Skillfully close sales as an independent financial advisor Assess clients' nee...

Power Shift Africa (PSA) is a Nairobi-based think tank providing cutting edge analysis, solution-focused policy, and responsive media engagement from an African perspective, both within the continent and internationally. Role Overview: As the Climate Finance Advisor, you will spearhead our efforts to drive and shape climate finance policies that are crucial for climate action and sustainable deve...

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...

In Kenya, Oxfam works with others to alleviate poverty and inequality. We work with the most vulnerable communities in the dry and remote northern regions, and in the impoverished slums of the capital, Nairobi. In Kenya, the highest poverty levels are in the northern pastoralist districts in some areas 95% of people fall below the poverty line Purpose: To lead and manage Oxfam Kenya programme Log...

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...

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 ...

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...

Simba Corporation is an integrated business group headquartered in Nairobi, Kenya with controlling interests in such diversified fields as motor sales and service, hospitality, investment and financial services. PRIMARY RESPONSIBILITIES Parts Sales Engage in parts sales to new and established customers through the retail counter and various digital platforms (emails, telephone, WhatsApp). Proacti...

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...

About the role This role provides thought leadership on Climate Resilient Livelihoods across Christian Aid. It does this through providing technical leadership and thematic advisory to enhance capacity of programmes/ partners and other relevant stakeholders in the organisation and through generating learning and evidence from programme practice; linking this to improving programmes and influencin...

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...

About the roleThis role provides thought leadership on Climate Resilient Livelihoods across Christian Aid. It does this through providing technical leadership and thematic advisory to enhance capacity of programmes/ partners and other relevant stakeholders in the organisation and through generating learning and evidence from programme practice; linking this to improving programmes and influencing...

Christian Aid s Africa programmes are transforming lives for women and men, girls and boys. We are looking for someone with the passion, leadership, ambition and experience to lead resource mobilization for Christian Aid s Africa Programme About the role This role provides thought leadership on Climate Resilient Livelihoods across Christian Aid. It does this through providing technical leadership...

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...

Standard Bank Group is the largest African banking group by assets offering a full range of banking and related financial services. Africa is our home, we drive her growth Our vision is to be the leading financial services organisation in, for and across Africa, delivering exceptional client experiences and superior value Purpose To identify, manage and mitigate legal risks and implement adequate...

Standard Bank Group is the largest African banking group by assets offering a full range of banking and related financial services. Africa is our home, we drive her growth Our vision is to be the leading financial services organisation in, for and across Africa, delivering exceptional client experiences and superior value Job Purpose To identify, manage and mitigate legal risks and implement adeq...

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...

B. ResponsibilitiesThe Intern is responsible for:Supporting the effective implementation of activities outlined in the work plan of the Kenyan-German Digital DialogueSupporting the engagement with the varying stakeholders from the private sector, academia and civil society on inputs, engagement and participation in the Digital DialogueSupporting the coordination with the Kenyan Ministry of Inform...

Mercy Corps is a global humanitarian aid agency engaged in transitional environments that have experienced some sort of shock: natural disaster, economic collapse, or conflict. Program / Department Summary With funding from USAID s Bureau for Humanitarian Assistance (BHA), Mercy Corps Nawiri Program is leading a consortium of Kenyan and international partners on a 8 year journey to sustainably re...

Summary of Role:Working closely with Country and Project Directors and the Director, Global and Multi-Country Projects Unit, the Program Manager is principally responsible for providing strategic leadership and managerial oversight of the administrative, programmatic, technical, financial, and operational aspects of Pathfinder International's global and multi-country projects and contributes to t...

Job Description Title: Project Manager Program: Hormonal Intrauterine Device (IUD) Scale up in Kenya Project Location: Nairobi Reports to: Regional Clinical Quality Technical Advisor Type of Employment: Regular Part Time position PROJECT SUMMARY The Kenya Hormonal IUD rollout and the scale-up plan were recently launched by the Ministry of Health to expand access to contraceptive choices in public...