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
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.