Independent Financial Advisor Manager at Cytonn Investments

In order to better serve our clients, we are looking for a highly motivated, self-driven, team player to work as the Independent Financial Advisor Manager. The position will afford the successful individual a unique opportunity to participate in both a strong incentive structure and equity ownership plan.

Responsibilities

• Recruit, select, train and develop Independent Financial Advisors
• To formulate marketing, sales and distribution channels for the company as well as manage the distribution process
• Participate in the development of the marketing plans, budgets and pricing for the Cytonn products
• Plan and coordinate sales and marketing activities to build and generate new business
• To build, maintain and strengthen good public relations with existing clients, investors, corporate companies, business community, professionals, high net worth clients and government agencies
• Participate in the development of investment products that meet client needs
• Determine annual IFA performance budgets and plans by implementing marketing strategies; analyzing trends and results
• Establish sales objectives by forecasting and developing annual sales quotas for regions and territories; projecting expected sales volumes for existing and new products
• Plan to ensure achievement of Individual and team targets, aligning with company sales policies and strategies
• Manage, develop and motivate the IFA team to develop their skill to ensure that a high professional standard is achieved and monthly sales target and KPI target are met
• Provide on-the-ground support for IFAs as they generate leads and close new deals
• Develop and implement new sales initiatives, strategies and programs to capture key demographics
• Develop, maintain and execute a regional expansion plan
• Continually assess the IFA Network, develop and evaluate its performance and manage any conflicts while ensuring alignment with Cytonn values and policies

Requirements

• Degree, with at least a 2nd Class Upper Division is preferred
• At least a B+ in KCSE is preferred
• A minimum of 5 years’ sales experience in the financial services industry
• Understanding of product management principles
• Excellent stakeholder management and communication skills
• Proven sales and management skills of a distribution platform
• Leadership skills
• Problem solving skills
• Numerical skills
• People skills
• Ability to work with and influence sales channels, in particular the broker network and senior sales leaders
• Proven leadership capabilities
• High degree of time management