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  • Posted: Dec 29, 2025
    Deadline: Jan 4, 2026
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  • Orient Asset Managers Limited is duly licensed by both the Capital Markets Authority (CMA) and the Retirement Benefits Authority (RBA) in Kenya to deliver a comprehensive suite of investment solutions for corporate, institutional, and retail clients. Established in Kenya in 2012, the company is a homegrown African investment firm dedicated to unlocking finan...
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    Business Development Assistant - Independent Financial Advisor

    JOB PURPOSE:

    • The position is responsible for growing assets under management by recruiting, training, and managing Independent Financial Advisors (IFAs), while providing them with the support needed to effectively distribute Orient Asset Managers’ investment products.

    KEY TASKS, DUTIES AND RESPONSIBILITIES

    • Identify, recruit, and onboard Independent Financial Advisors.
    • Build and maintain strong relationships with IFAs to drive consistent business.
    • Provide ongoing training on investment products, portfolios, and market updates.
    • Support IFAs in structuring suitable investment solutions for clients.
    • Assist IFAs with client presentations, proposals, and high-value client engagements.
    • Monitor IFA performance against agreed targets and take corrective action where necessary.
    • Respond promptly to IFA sales enquiries and client escalations.
    • Conduct regular market visits and relationship management meetings.
    • Prepare weekly sales performance and pipeline reports.
    • Participate in the development of new products and distribution strategies.

    REQUIREMENTS

    • Bachelor’s Degree in Finance, Business Administration, Economics, or a related field
    • Minimum 1 year experience in banking, investment sales, insurance, or life products distribution.

    KEY COMPETENCIES

    • Strong relationship management skills.
    • Financial product knowledge.
    • Professional presentation and negotiation skills

    Check how your CV aligns with this job

    Method of Application

    Interested and qualified? Go to Orient Asset Managers on www.orientasset.co.ke to apply

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