INVESTMENT ADVISOR (14 Positions)

INVESTMENT ADVISOR (14 Positions)

Join Our Team as an Investment Advisor

Are you passionate about helping individuals and corporations grow their wealth? Do you have a knack for sales and a deep understanding of financial markets? Our client, one of the leading Fund Management Companies in Kenya, is looking for dynamic, innovative, and high-caliber individuals to fill the position of Investment Advisor. This role offers a fantastic opportunity to work in a highly competitive and dynamic environment, with the potential for substantial financial rewards.

Position: Investment Advisor
Reports to: Head of Sales
Location: Nairobi, Kenya
Open Positions: 14

Why Join Us?

Our client is committed to attracting and retaining the best employees from all races and backgrounds, in our continued effort to become a better development partner. We are an equal opportunity employer and do not charge any application or recruitment fees, whether refundable or not.

Key Benefits and Compensation

• Competitive Retainer and Commission: Enjoy a rewarding commission-paying remuneration structure.
• Professional Growth: Work with a leading fund management company with ample opportunities for professional development.
• Dynamic Work Environment: Thrive in a high-pressure, fast-paced entrepreneurial culture.
• Supportive Team: Collaborate with a team of professionals including researchers, business developers, portfolio managers, and client service teams.

Job Responsibilities

As an Investment Advisor, you will:

• Sell Investment Products: Promote unit trust funds, wealth management, and international/offshore funds to both prospective and existing clients.
• Client Management: Sign-in, manage, and retain clients, maintaining strong customer service and relationships.
• Target Achievement: Meet and exceed aggressive sales targets in a competitive environment.
• Market Analysis: Stay updated on local, regional, and global market developments, and identify investment opportunities.
• Risk Assessment: Understand client risk and return profiles, provide suitable investment solutions, and ensure periodic portfolio reviews.
• Product Knowledge: Explain key risks and features of investment products to clients, ensuring they are informed post-sales.

Qualifications and Skills

• Educational Background: An undergraduate degree from a recognized university.
• Sales and Marketing Training: Appropriate qualifications or training in sales and marketing.
• Financial Services Experience: Previous experience in the financial services sector (e.g., banking, insurance, fund management, stock brokerage) is advantageous.
• Proven Sales Success: Demonstrated success in selling financial services products, especially unit trust investments.
• Financial Markets Knowledge: A solid understanding of financial markets and products.
• Sales Drive: A high sales drive and a strong will to succeed.
• Communication Skills: Confident, articulate, and strong communication skills.
• Results-Oriented: Ability to work under strict deadlines and meet sales targets.
• Interpersonal Skills: Well-groomed, presentable, and strong interpersonal skills.
• Networking Ability: Highly networked and adept at connecting with people, with good experience in the business environment of the preferred region.
• Adaptability: Ability to thrive in a high-pressure, fast-paced environment with minimum supervision.

How to Apply

If you are interested in this position, please share your CV and cover letter explaining how you meet the demands of this challenging role. Email your application to jobshag@hcsaffiliatesgroup.com with “Investment Advisor” in the subject line. Candidates MUST indicate their Current and Expected salaries. The deadline for applications is 14th July 2024.

TELEGRAM CHANNEL: CLICK HERE TO JOIN

About Us

Our client is one of the leading Fund Management Companies in Kenya, known for their commitment to excellence and innovation in the financial services industry. They offer a supportive and dynamic work environment that fosters professional growth and development. By joining their team, you will be part of a company that values diversity and equality, and is dedicated to providing exceptional service to their clients.

Company Culture and Work Environment

• Inclusive Culture: We are committed to creating a diverse and inclusive work environment where all employees are valued and respected.
• Professional Development: We offer opportunities for continuous learning and career advancement.
• Team Collaboration: Work with a team of dedicated professionals who are passionate about delivering excellent service.
• Client Focused: We prioritize our clients’ needs and strive to exceed their expectations with every interaction.

Salary Transparency

We believe in salary transparency to attract the best talent. The remuneration for this role includes a competitive retainer and a highly rewarding commission structure, ensuring that your hard work and success are well-compensated.

Work Location and Flexibility

This position is based in Nairobi, Kenya. While the primary work environment is onsite, there may be opportunities for remote work depending on the needs of the role and the company.

Additional Benefits

• Health Insurance: Comprehensive health insurance coverage for you and your family.
• Retirement Plans: Competitive retirement plans to secure your future.
• Professional Development: Opportunities for tuition reimbursement and professional development.
• Paid Time Off: Generous PTO to ensure a healthy work-life balance.
• Growth Opportunities: Clear career paths and opportunities for advancement within the company.

Keywords: 

Investment Advisor, fund management, financial services, sales position, unit trust funds, wealth management, international funds, offshore funds, customer service, financial markets, investment products, Nairobi jobs, Kenya jobs, financial services sector, insurance companies, fund manager, stock brokers, high sales drive, investment opportunities, risk assessment, client management, competitive remuneration, commission structure, professional development, dynamic work environment, supportive team, inclusive culture, salary transparency, health insurance, retirement plans, professional development, paid time off, growth opportunities, career advancement.

Conclusion

Thank you for considering a career as an Investment Advisor with our client. We wish you the best in your application process and look forward to the possibility of you joining our team. Remember, our website is committed to attracting and retaining the best employees from all races and backgrounds as we strive to be a better development partner. We are an equal opportunity employer and do not charge any application or recruitment fees.

Don’t miss out on this exciting opportunity to advance your career in the financial services industry. Apply today!