Senior Financial Advisor at ProFin Group

Job description

‘Having a strong network is something we all strive to build, but what value does it bring you? If you are networked within the high income market, you can build a lucrative career by converting your connections into income and yet manage this in your own time. Here is a career opportunity that will lead you to this.’

The ProFin Group (Kenya) is looking to recruit a Senior Financial Advisor to engage with High Net Worth Individuals (HNWI) and High-Income Earners (HIE), assisting them in uncovering their financial planning needs and lead them to implement a financial solution to address these needs.

Key Responsibilities:

The Senior Financial Advisor will be responsible for meeting their personal objectives as well as improving the organization’s market position and achieving personal growth by building key client relationships, helping clients reach their medium- and long term goals and maintaining extensive knowledge of international financial markets.

Key tasks will include:

• Contacting clients to discuss their current financial situation.
• Analysing the clients’ requirements
• Developing a roadmap for clients to achieve their goals.
• Completing a risk analysis.
• Assisting clients to make informed decisions.
• Growing and retaining clients by presenting appropriate solutions.