Retail Investment Advisor at NCBA Group

Job Purpose Statement

The purpose of this role will be to support investing retail clients in the whole journey of interacting with investment solutions offered by NCBA Investment Bank. The role shall be the first point of contact for retail clients who enquiries into the NCBA wealth management products offering and/or wish to open investment accounts. Key roles entail;

• Providing customer services to optimize customer satisfaction, guiding clients in exploring and making investment decisions and throughout the investment account opening process and support after the accounts are set up.
• Ensure NCBA-IB risk management policies and procedures are adhered throughout the customer engagement journey.
• Provides training to and coordinates activities of relevant customer-contact staff at branches and other stakeholders who form part of the business development network to drive growth

Job Specifications

Academic:

• University Degree in Business related course.
• Working towards ICIFA and/or CISI membership.

Desired work experience:

• At least 2 years’ in customer services or experience in Unit Trusts client service or front office operations