Current Openings at Zamara Kenya

KEY ROLES AND RESPONSIBILITIES 

• Achieving Zamara’s ambitious strategic priorities will be complex and challenging.  Its continued success will be dependent on building and retaining a world-class team.
• The intern will be tasked with supporting the Retail Solutions team in driving revenue growth and brand visibility through effective sales support and execution of marketing initiatives.
• This role will report to the Marketing and Customer Service Manager
• More specifically, the areas of responsibility include:
• Support the team in identifying, qualifying, and following up on new business opportunities
• Assist in planning and executing marketing campaigns across various channels
• Conduct market research to identify trends, customer needs, and competitor activity
• Support lead generation efforts and maintain an up-to-date sales pipeline
• Prepare client presentations, proposals, and marketing materials
• Track and report on campaign and sales performance metrics
• Engage with clients to support relationship management and customer experience

QUALIFICATION AND EXPERIENCE 

The following experience is preferred:

• KCSE mean grade of B (plain) and above (or its equivalent)
• Bachelor’s degree in marketing or a related field with at least a Second Class Upper Division or above
• Strong written and verbal communication skills
• Self-driven, adaptable, and eager to learn in a fast-paced environment
• Good analytical and problem-solving ability
• Proficiency in Microsoft Office tools (especially Excel and PowerPoint)

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ABOUT THE ROLE 

• Achieving Zamara’s ambitious strategic priorities will be complex and challenging.  Its continued success will be dependent on building and retaining a world-class team.
• The BD Manager will be responsible for driving sales performance, growth, and productivity of a team of Financial Advisors (FAs) across investments, pensions, and insurance solutions. The role ensures advisors perform to the highest standards of professionalism, compliance, and client-centricity, while achieving revenue and business targets.

In more detail, the areas of responsibility include:

Wealth Advisory & Client Relationship Management

• Personally originate, manage, and grow a portfolio of retail and affluent clients across investments, pensions, and insurance.
• Provide holistic wealth advisory services, including financial planning, portfolio structuring, risk management, and long-term wealth solutions.
• Conduct client reviews, needs analysis, and advisory discussions to deepen relationships and drive retention.
• Act as a trusted advisor to clients, ensuring solutions are aligned to their financial goals and life stages.
• Promote cross-selling and portfolio diversification across Zamara’s product suite.

Business Development & Market Growth

• Drive acquisition of new clients through relationship-led business development and referral networks.
• Identify new market opportunities, client segments, and strategic partnerships to grow the retail wealth business.
• Lead and participate in client acquisition initiatives, activations, and wealth-focused marketing activities.
• Support the structuring of tailored client solutions that meet both client needs and commercial objectives.

Financial Advisor (FA) Leadership & Performance Management

• Lead, coach, and motivate a team of Financial Advisors to achieve individual and team performance targets.
• Set clear performance expectations and KPIs aligned to advisory quality, client outcomes, and revenue growth.
• Conduct regular performance reviews, field coaching sessions, and joint client engagements.
• Monitor pipeline, conversion ratios, and advisory activity to ensure sustainable business growth.
• Serve as a role model for professional, ethical, and client-centric advisory practices.

Advisor Recruitment, Training & Development

• Recruit high-quality Financial Advisors with strong advisory and relationship management capability.
• Facilitate onboarding, product training, and ongoing development of advisors.
• Build advisor capability in wealth advisory, client engagement, prospecting, and solution presentation.
• Embed a strong culture of professionalism, compliance, and continuous improvement within the team. 

Compliance & Front Office Operational Excellence

• Ensure adherence to applicable regulatory requirements (IRA, RBA, CMA) and internal policies.
• Uphold high standards of ethical advisory, documentation quality, and suitability of advice.
• Ensure timely and accurate submission of applications, reports, and client documentation.
• Implement controls to minimize lapses, claw backs, and compliance breaches.

Reporting & Business Insights

• Provide accurate weekly, monthly, and quarterly performance reports.
• Track client growth, revenue, advisor productivity, and market trends.
• Use data and insights to inform strategy, improve performance, and guide decision-making.

Experience and personal qualities

The following experience is preferred:

• Bachelor’s degree in a business-related field.
• Professional qualifications in wealth management, finance, or accounting (CPA, CFP, CFA, CISI, CWM) or currently pursuing an MBA.
• 8–10+ years’ experience within B2C financial services, wealth management, investments, pensions, or insurance.
• Proven experience in client-facing wealth advisory and business development.
• Demonstrated experience leading, coaching, or managing Financial Advisors or relationship teams.
• Strong understanding of investment, pension, and insurance products within the Kenyan market.
• Solid knowledge of regulatory frameworks (IRA, RBA, CMA).
• Strong commercial acumen with the ability to balance client outcomes and business objectives.
• Proficiency in CRM systems, reporting, and performance tracking.
• High level of professionalism, strong personal presentation, and client-facing confidence.

Behavioural Competencies

• Strong relationship management and stakeholder engagement skills.
• High emotional intelligence with the ability to influence and build trust.
• Results-driven while maintaining a long-term, client-first mindset.
• Strong coaching, mentoring, and people leadership capability.
• High levels of integrity, accountability, and ethical judgement.
• Excellent oral and written communication skills.