Investment Advisor at Janta Kenya

Job Description

The main role of the position of Investment Advisor is to sell investment funds/solutions to prospective and existing clients and service the accounts thus created.

Salary: 33K

Duties and Responsibilities

• Sell investment products, (i.e. Unit Trust Funds, Wealth Management and International /Offshore funds, umbrella pension scheme etc.) to prospective and existing individual and corporate clients
• Generate strong leads for business conversion
• Sign-in, manage and retain clients and their accounts and maintain a strong customer service
• Meet and exceed exciting and aggressive work targets
• Work in a high-pressure, fast-paced environment within an entrepreneurial culture that offers
• Minimum supervision.
• Build Rapport with Colleagues, to generate from them successful leads.
• Carry out a detailed-fact find review of the potential clients and recommend appropriate insurance and investment products.

Qualifications

• An undergraduate degree from a recognized university
• An appropriate qualification/ training in sales and marketing
• Work experience in the financial services sector e.g. bank, insurance companies, fund manager, stock brokers etc. would be an advantage.
• Proven experience and success in selling financial services products: experience of selling unit trust investment products would also be an added advantage
• A good working knowledge of financial markets and financial products
• A high sales drive and a strong will to succeed