Financial Advisor - Unit Trust Sales at Sanlam Investments East Africa (SIEA)

The role is to Sale the Sanlam Unit Trust products while enhancing a positive market awareness of Sanlam Investments East Africa (“SIEAL”) as a leading and responsible fund management business in Kenya.

The Financial Advisor - Unit Trust Sales will report to the Distribution Manager and will be responsible for the following key deliverables:

• Network and generate leads and opportunities to sell the firm’s Unit Trust Products.
• Proactively identify, establish contact & reach new clients.
• Keep clients appraised of product and service enhancements, including changes in investment options.
• Assess and understand the clients overall financial position and based on their needs develop a suitable investment plan.
• Achieve set targets within the allocated timelines.
• Look after the customer relationship in pre-sales and to post sales to ensure a world class customer experience.
• Conduct investor education to existing, new and future clients.
• Preparation of daily, weekly, monthly sales reports and any other reports that might be required by the Management.
• Comply with all industry rules and regulations.

Interested and suitably qualified candidates should forward their applications in PDF via email format clearly quoting the job title in the subject area.