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  • Posted: Jan 20, 2023
    Deadline: Not specified
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    The new NCBA has harnessed the power of both NIC and CBA to create a bank that brings together the best of both worlds from cutting edge mobile banking to good old-fashioned relationship management; from scalable business banking to financial services that grow as your business does; from best-in-class choice of products to investment solutions tailored to your specific needs.
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    Financial Advisor

    Job Purpose Statement

    The Investment Advisor role is responsible for offering sound strategic, medium term and day to day investment advice to retail investors in the securities market. Monitoring, analysing and continuously improving the brokerage business by conducting client/market research and analysing economic, capital market and industry trends to make investment recommendations to retail investors. The holder will is tasked with managing a portfolio of clients by acquisition and retention and maintain a well segmented structure to ensure efficiency and optimal client engagement and support to develop a robust trading and investment culture.

    Job Specifications

    Academic:

    Bachelor’s degree in finance, accounting, economics or other business related discipline

    Professional:

    • CISI Level II or III/CMA Exemption Certificate
    • ATS certification (desirable)
    • ICIFA associate or full membership.

    Desired work experience:

    • Minimum 3 years’ experience in the capital markets or financial services industry.
    • Successful track record in Business Development
    • Deep knowledge of the Financial Markets

    Closing on: Jan 27, 2023

    Method of Application

    Interested and qualified? Go to NCBA Group on ke.ncbagroup.com to apply

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