Independent Financial Advisor Job Vacancy in Nairobi Kenya

Position: Independent Financial Advisor

Location: Nairobi

Our client 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.

Fina Bank Relationship Manager Jobs

Fina Bank is the preferred Regional Business Bank with a strong presence in Kenya, Rwanda and Uganda. Fina Bank places great emphasis on a responsive and solution driven approach in providing services to its stakeholders.

The Bank has a strong developmental emphasis especially in growing businesses, and aims to ensure excellence in service delivery in the East African Region.

The Bank is upgrading its technology infrastructure to a state of the art system and we are seeking to recruit highly driven and motivated professionals to partner with us in this exciting journey.

Currently we are looking to fill the following position:

Relationship Manager

Two positions (2)

Job Ref: HR/RM/001

To support the increased business we are looking for two dynamic, focussed and ambitious individuals to support business growth.

The Job
Reporting to the Head of Business – Assets, the jobholders will be responsible for managing and developing the Bank’s existing client base of corporate customers, and for identifying and growing new corporate clients along with an expansion in funded and non-funded corporate business volumes.

Key Roles and Responsibilities:

•     Implementing our Bank’s strategy at branch level i.e. growth in new customer base with concurrent growth in branch assets;

•     Developing and implementing customer service ethos in line with our Bank’s standards;

•     Developing and retaining customer base and market bank products to new and existing customers;

•     Managing risks and internal controls affecting the branch and ensure that the necessary steps are taken to measure, monitor and control these risks;

•     Team Management, developing and managing performance of branch staff;

•     Relationship Management.

Knowledge and Skills requirements:

•     Degree in Business/ Finance; Risk, Credit, marketing or Accounting qualifications will be an added advantage

•     Good understanding of Banking and Credit (at least 4 years experience in Relationship Management within a bank)

•     Good presentation and communication skills;

•     Well developed analytical, credit and numerical skills;

•     Attention to detail and a results oriented individual;

•     Must have the ability to work within strict deadlines and limited supervision;

•     Strong business development and relationship management skills.

If you can demonstrate your ability to fill the above position, please submit your application along with your detailed CV stating your current position, remuneration, email, and telephone contacts to jobs@finabank.com .

Please quote reference number on the subject field and the position you are applying for.

Only applications that reach us on or before 10th August 2012 will be considered.

Address your application to:

Head of Human Resources,

Fina Bank Limited,

P.O Box 20613-00200, Nairobi.

Only short listed candidates will be contacted.