Job Opportunities at R4Kenya - 2 Positions

Duties for the Investments Financial Advisors Job

• Providing strategic advice across a variety of financial products and services
• Assessing client’s overall financial picture, understand their needs and develop a solid financial plan
• Guiding clients towards a profitable and secure financial decision
• Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)
• Assess client’s overall financial picture, understand their needs and develop a solid financial plan
• Guide clients towards a profitable and secure financial decision
• Cultivate client base and build win-win relationships
• Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc to meet sales quotas
• Keep abreast of new industry’s trends and research market to back up financial consulting
• Oversee the course of the financial plan and update it, if necessary, to ensure profits
• Comply with all industry rules and regulations
• Liaise with providers, solicitors, valuers and other professionals

Investments Financial Advisors Job Qualifications

• A Bachelor degree in a business related field from a recognized university.
• At least 3 years relevant experience as a financial advisor
• Ability to put the client first
• Strong communication skills
• Confident and resilient personality

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Duties for the Credit Controller Job

• Maintain strong relationships with all clients to ensure invoices are clear for payment.
• Check customer’s credit ratings with banks before approving the loan
• Set up the terms and conditions of a loan to be in line with the risk, amount and type of loan.
• Manage the timely and effective collection of all debts and payments.
• Negotiate repayment plans when necessary.
• Resolve all issues raised internally and externally around outstanding invoices.
• Post and allocate daily receipts to accounting systems; run reports for senior staff.
• Provide accounts information to internal departments.

Credit Controller Job Qualifications

• Bachelor degree in accounting, finance or mathematics.
• At least 3 years relevant experience as a credit controller
• Ability to establish and maintain good client relationships, both internally and externally at all levels.
• Strong communication skills, orally and verbally.
• Understanding of the legal complexities of loans, payments, interest rates, etc.
• Ability to reconcile complex accounts and have excellent attention to detail.
• Prior experience with financial systems including invoicing.