Zamara is a leading financial services firm in Kenya, offering Actuarial Services, Pensions Administration, Consulting, and Insurance Brokerage. We are looking for a Financial Advisor to join our team. In this role, you will be responsible for driving business growth, managing client relationships, and providing expert financial guidance to help clients achieve their long-term financial objectives.
Key Responsibilities
Business Development & Client Relationship Management
Skillfully close sales and meet allocated sales targets.
Generate quality leads and perform effective follow-ups on prospective opportunities.
Engage with clients and maintain strong professional relationships.
Financial Planning
Work closely with clients to understand their financial situations and goals, developing customized plans to help them achieve these objectives.
Provide holistic guidance on financial products such as pensions, investments, insurance, and trusts, aligning them with the client’s risk appetite.
Recommend and execute business strategies in line with company objectives.
Industry Research & Product Knowledge
Demonstrate a solid understanding of financial concepts and developments in both local and global economies/markets.
Maintain a comprehensive understanding of financial products available in the market.
Qualifications and Experience
A Bachelor’s degree in Finance, Economics, or a related field.
A minimum of 3 years of experience in the financial sector.
Professional certifications such as Certified Public Accountant (CPA), Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Chartered Wealth Manager (CWM) are highly desirable.
Strong skills in Financial Planning and Finance.
Prior experience in the financial services industry is beneficial.
Expertise in Retirement Planning and Investments.
Proven ability to provide comprehensive financial advisory services.
Self-driven, ambitious, and capable of meeting set targets.
Strong business acumen and relationship-building/networking skills.
Excellent oral and written communication skills.
How to Apply
If you are interested and qualified, please apply through the Zamara career portal at zamara.bamboohr.com. Alternatively, you can use the application link provided: Apply Here.
