Independent Financial Advisor Job Vacancy in Nairobi Kenya

Position: Independent Financial Advisor

Location: Nairobi

A financial investment firm whose core business is Offshore Financial Planning and Service provision for Investment on behalf of global well-regulated financial institutions is looking for an Independent Financial Advisor.

This position is the equivalent of a Relationship Manager in the banking industry and the successful candidate will be responsible for providing offshore investment solutions to local clients based on a thorough “Personal Financial Analysis” of each individual client.

Key Responsibilities

• Provide specialist investment advice to clients and to meet clients’ desired risk/investment performance requirements
• Understand client risk appetite, investment preference and return expectations through consultation with Client Advisor and in direct client meetings
• Provide Portfolio analysis and liaise with clients on own portfolio to feedback on portfolio performance and seek opportunity to cross-sell and deepen wallet share
• Research and investigate available investment opportunities to determine whether they fit into financial plans
• Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives
• Review clients' accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment
• Provide timely analysis of market and product information
• Review client investment portfolios on an annual basis
• Educate Client Advisors on new product ideas

Qualifications and Experience
 

This aggressive / challenging sales role requires a vital mix of strong sales and analytical skills including;

• A minimum 2-3 years’ sales experience in financial services (preferably with Wealth management / Investment products)
• Ability to understand products and markets that are highly fluid and technical
• A good understanding of offshore investment products and the inherent risks
• Strong analytical and research skills
• Knowledge of offshore Markets and competitive environments
• Excellent interpersonal and networking skills, internally and externally

To apply, send your CV only to recruit@flexi-personnel.com before Friday 14th Sept 2012. 

Clearly indicate the position applied for and the minimum salary expectation on the subject line.