Senior Advisor - Umbrella Scheme Consulting at Zamara Kenya

Strategy

• Drive the Zamara employee value proposition (EVP) among prospective clients
• Drive the implementation of the Umbrella growth strategy through segmentation and management of key corporate accounts
• Identify high value proposition targets and deliver bouquet of Zamara employee benefit solutions
• Ability to upsell and cross- sell other Zamara solutions to Clients
• Organize and manage pre-retirement seminars based on the Umbrella annual workplan
• Work closely with the Institutional /SME/ MSME distribution teams
• Act as a product evangelist to build awareness and mine value for cross sell opportunities
• Source new business in line with the Umbrella business plan and growth strategy
• Deliver outsourced or in-house retirement & financial management solutions as needed

Consulting

• Manage business opportunities arising for Umbrella and related group solutions
• Manage and strengthen relationships within identified Corporate & Institutional accounts
• Provide financial planning advice and solutions to clients
• Identify a client’s investment needs, risk tolerance and profile, other investments (and other assets), personal circumstances, income requirements, investment time horizon and advise accordingly
• Educate the clients with regards to basic investment principles, i.e. risk versus return, market sentiment, market trends, performance (offshore and local), benchmarks etc
• Conduct annual client training including member sessions & annual and special AGM
• Adequately respond to capacity gaps among management committee members for upskilling
• Resolve client concerns, queries and/or complaints with timely update of legislative changes
• Actively represent Zamara in Industry thought leadership engagements

Experience and personal qualities

• Business related degree
• Professional Qualification in a business, finance or investment related field will be an added advantage
• Minimum of 5 years’ experience managing corporate and institutional clients in the financial services/insurance related field preferably in a busy pension environment.
• Ability to sell corporate solutions will be an added advantage
• Good understanding of the financial services industry including retirement benefits Act and regulations
• Good understanding of Zamara employee benefit solutions including group risk solutions
• Good understanding of general investment products such as unit trusts, equities, stocks, bonds, offshore savings plans
• Good understanding of tax implications of various investment vehicles
• Working understanding of features and appropriateness of various alternate solutions
• Proactive and uses initiative
• Able to work independently but also as part of a team with timely quality production
• Good with managing relationships of various stakeholders
• Creative thinker with good Problem solving skills
• Excellent verbal, written skills and confident with good presentation skills
• Organized with effective time management skills
• Good listening and interpersonal skills