Investments Financial Advisors at R4Kenya

Duties for the Investments Financial Advisors Job

• Providing strategic advice across a variety of financial products and services
• Assessing client’s overall financial picture, understand their needs and develop a solid financial plan
• Guiding clients towards a profitable and secure financial decision
• Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)
• Assess client’s overall financial picture, understand their needs and develop a solid financial plan
• Guide clients towards a profitable and secure financial decision
• Cultivate client base and build win-win relationships
• Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc to meet sales quotas
• Keep abreast of new industry’s trends and research market to back up financial consulting
• Oversee the course of the financial plan and update it, if necessary, to ensure profits
• Comply with all industry rules and regulations
• Liaise with providers, solicitors, valuers and other professionals

Investments Financial Advisors Job Qualifications

• A Bachelor degree in a business related field from a recognized university.
• At least 3 years relevant experience as a financial advisor
• Ability to put the client first
• Strong communication skills
• Confident and resilient personality